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…
Stalwart Advisors
Talk at GIC | Mean Reversion Framework
Stalwart’s CIO, Jatin Khemani, recently gave a talk at Gurugram Investor Club where he presented on Stalwart’s Mean Reversion Framework with multiple case studies from…
Shutting Down Treasure Trove
Stalwart Advisors has been running an independent equity research service called ‘Treasure Trove’ for over a decade now. Following are some stats covering this decadal…
Exiting Suven Pharma with 663% Return in 4.5 years!
We invested in Suven Pharma in December 2019 (pre-demerger) at a price of Rs 131 a share (adjusted for the demerger of Suven Life Sciences). Over the last four…
Introducing Anti-‘ES’G smallcase by Stalwart Advisors
Excesses at one end often create opportunities at the other, which can be leveraged by pragmatic investors. Environmental, Social & Corporate Governance (ESG) theme has…
APL Apollo – A 5-Bagger in 2.5 Years
We bought APL Apollo at Rs 1,269 a share, in Oct 2018, and recently exited at a price of Rs 1,258 a share, however after…
Only 2.5% of 8,000 Listed Indian Stocks Are Investable; Here’s The List
A lot of us have the quest to unearth those high-quality stocks which will create wealth for us, but how do we figure out which are those 15-20-25 stocks…
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…
Listed MNCs in India: a good catch, but an opportunity slowly fading
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…
Here’s what a customer visit to a Tanishq outlet tells you — that its financial statements won’t
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…