India’s Market Leaders: My 10 Key Observations
My March’19 column written for Safal Niveshak’s ‘Outside the box’ newsletter One common advice I find veteran investors passing on to next-generation investors is to look…
Investing Framework
Three Forms of Value Investing
While there are various styles of investing, we can categorize them under three key heads: Special Situations (Arbitrage): Open offers, rights issue, mergers would all…
Forget market-caps, here’s how we classify stocks
Mega-Caps, Large-Caps, Mid-Caps, Small-Caps, Micro-Caps, Nano-Caps… As if the business analysis wasn’t complicated enough, we have divided the universe based on size as well. But…
Anti-Fragile – 20 Companies that are century-old
We should prefer investing in businesses that are hard to kill. But how do we assess that? In 1950s average life cycle of a business…
What really goes behind Stock Research?
My post on ‘What Really Goes Behind Stock Research?’ where I talk about Initial Research Vs Maintenance Research & returns per unit of stress, dwelling…
[Video] Stock Idea Presentation at TIA’s 20:20 Ideas Summit by Jatin Khemani – 20th Oct, Chennai
A Stock Idea presentation delivered at TIA’s 20:20 Ideas Summit at GRT Grand, Chennai on 20th October 2018 by Jatin Khemani, CEO & Founder of…
[Video] ‘The Art of Selling Stocks’ Presentation at IC 2018, Goa by Jatin Khemani
Jatin Khemani, CEO of Stalwart Advisors presented on ‘The Art of Selling Stocks‘ at Investors Carnival, Goa, 4-8th October 2018. Having a sound exit strategy is…
Are We In A Bear Market?
You might be feeling it’s an odd title given CNX Nifty (which consists of India’s top 50 companies) is merely 3.7% below its all-time high…
[Video] Presentation on Wind Energy Revival & Proxies for Investors
Presentation by Jatin Khemani, Founder & CEO, Stalwart Advisors on Wind Energy Revival & Proxies Presentation (Video): Notes to Video: 00:00 Introduction 00:40 Wind Energy –…
Investing Mantra for Large-Caps – Go Contrarian (Case Study)
Until a few years ago, there were 100s of hidden gems/emerging companies available at throw-away valuation, however, since the beginning of this bull market in…