Deciphering Promoter Buying & Selling – A Nuanced Take
I often ask this to the delegates in my Investing Workshop at FLAME Investment Lab, Pune, ‘Why did this specific guy win out of 456…
Investing wisdom
Memo: Let’s Brace for P&L Accidents But Not Overestimate Impact on Intrinsic Values
(Following is a copy of Memo shared with subscribers of SA’s Model Portfolio) Starting this earning season i.e. of Q4FY20 (& beyond), we would hear a…
How to Identify Fraudulent & Fragile Companies
Who knew that the liquidity crunch which began in September 2018 would kick start one of the most sweeping clean-ups in Indian corporate history? Slowly,…
Nifty at record high: Don’t get carried away; real opportunity lies in these stocks
My April’19 Article Written For Financial Express While Nifty is at a lifetime high, the average fall across 3,000 traded stocks is still 40-50% from their 2018…
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…
Gillette’s Eroding Moat & Key Lessons
Back in 2013, I had written a post on Gillette discussing the likely challenges it is going to face in growing its business. A business…
Should you invest in IPOs?
There are two kinds of Initial Public Offering (IPO) – 1). Fresh Issue where new shares are issued and money raised goes to the company…
Am I Ready?
There is clearly a wild rush towards equity, some are doing this out of FOMO (Fear Of Missing Out), whereas some are left with no other choice…
[Video] Individual Investor’s Real Edge – TIA 28th Jan 2017
Presentation made by Jatin Khemani, Founder & CEO, Stalwart Advisors at Bullet Proof Investing Seminar organised by Tamil Nadu Investors Association on 28th January 2017…
3-wave framework & its implications on growth potential
In the long run if there is one key variable that determines the return we make on any stock, it is the earnings growth of…