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…
value investing
Strategies work, Stocks don’t!
Value investing works, and so does growth investing. Quality investing works and so does chor-bane-mor (improving governance). Start-up investing works, and so do turnarounds. Even…
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…
Is Real Estate the next Pharma?
A few years ago I had made a thematic presentation ‘India’s Consolidation Wave’ at Flame Investment Lab, Pune. The basic idea was to demonstrate using actual…
10 reasons why long-term investors shun real estate stocks, and why its time to do the opposite
Whether it is real estate as physical assets or as stocks, there has been a lull for many years now. Will the two always move…
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…