Stocks – Page 2 – Stalwart Advisors – Multibagger Stock Ideas for Wealth Creation

An Update on Gujarat Ambuja Exports Ltd.

September 8, 2020September 8, 2020
Industries (category), Investing Framework (category), Stocks (category)

A couple of years ago I had the opportunity to present on Gujarat Ambuja Exports Ltd. at Tamil Nadu Investors Association’s 20:20 conference held in…

Memo: Let’s Brace for P&L Accidents But Not Overestimate Impact on Intrinsic Values

May 29, 2020May 29, 2020
Indian Markets (category), Investing wisdom (category), Stocks (category)

(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…

Listed MNCs in India: a good catch, but an opportunity slowly fading

March 25, 2019March 26, 2019
Indian Markets (category), Investing Framework (category), MoneyControl Column (category), Stocks (category)

My March’19 Column Written For Moneycontrol A basic tenet of long-term investing is to look for high quality listed businesses. This essentially implies 1) they…

India’s Market Leaders: My 10 Key Observations

March 18, 2019March 18, 2019
Food for thought (category), Indian Markets (category), Industries (category), Investing Framework (category), Investment Gurus (category), Stocks (category)

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…

Here’s what a customer visit to a Tanishq outlet tells you — that its financial statements won’t

February 2, 2019March 25, 2019
Business Models (category), Industries (category), Scuttlebutt (category), Stocks (category)

My February’19 Column Written For Moneycontrol The beauty about being in investing profession is that your mind is always curious and observing even when you…

What really goes behind Stock Research?

November 7, 2018November 7, 2018
Investing Framework (category), Investing wisdom (category), Stocks (category)

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

October 24, 2018October 24, 2018
Investing Framework (category), Investor Meetup (category), Stocks (category)

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

October 14, 2018October 24, 2018
Food for thought (category), Investing Framework (category), Stocks (category)

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?

June 26, 2018June 26, 2018
Food for thought (category), Indian Markets (category), Investing Framework (category), Stocks (category)

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

April 26, 2018October 24, 2018
Industries (category), Investing Framework (category), Scuttlebutt (category), Stocks (category)

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 –…