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Protecting Your Stock Holdings – Post Karvy Stock Brokers Fiasco
The problem is that there is never just one cockroach in the kitchen! If Karvy Stock Brokers screwed up, so will some others. Sure, many stock brokers will be taking defensive action given how SEBI has dealt with Karvy. That said, more Karvy like issues cannot be...
Hi-tech Pipes Stock Analysis
Hi-Tech Pipes Ltd. (“Hi-Tech” or the “Company”) is involved in manufacturing steel pipes, hollow sections, tubes, cold-rolled coils, road crash barriers, solar mounting structures, strips and a variety of other galvanized products. Hi-Tech serves various industries...
Don’t stop your Systematic Investment Plans – The only Rule of SIP Investing
I usually don’t write about these things, but not only for retail investors, also for the most sophisticated investors, Systematic Investment Plans or SIPs are the best way of making money over a longer term. I have seen investor behaviour for close to 2 decades and...
Concentrated Portfolio of Stocks
6 years ago I had written an article on the benefits of having a concentrated portfolio of stocks. Some of the things what I had mainly discussed in that article was 2 things: [1] How to select stocks: How should you zero in on a list of stocks (i.e. Universe of...
Confessions: What your Financial Advisors will not tell you
This is 100% true for 100% financial advisors; Just that some tell it more than others! (1.) We are likely to disclose selectively– No mentor ever told his prodigy – ‘you will have to lie to succeed’. That is not something anyone aspires to do. What financial...
Nifty PE and Past Returns
By now all of you would have looked at a gazillion charts and tables trying to relate Nifty’s 10-20 year average PE and comparing that to where we are today. Naturally, we have been in a very very expensive market for far too long. Markets have been running up with no...
Top 3 Investing Mistakes which destroy wealth in stock markets
There will be exceptions to each of the three investing mistakes below; where committing such a mistake would have actually made you money. That is the very reason why investors continue to make these mistakes – that sometimes committing this mistake will save you or...
TCS – Will Premium Valuation Sustain?
About the Company TCS Limited (“TCS” or the “Company”) is the leading global IT services, consulting and business solutions organization. The Company provides offers a consulting-led, integrated portfolio of business, technology and engineering services and solutions....
Max India Limited – Could the Messiest Deal Structure Make you Money?
Max India Limited (or “the Company”) is a multi-business corporate in the healthcare sector. It was until recently actively managing stakes in: Max Healthcare (49.7%), which was a JV with South African company Life Healthcare – The Hospital Business. Max Bupa Health...
Infosys and TCS – Bellwethers of the Indian IT space
Over the last few years, the market capitalization gap between Infosys and TCS has widened. TCS’ market cap is now almost 2.62 times more than its nearest Indian competitor, Infosys. TCS Market Cap – Rs. 853,855.14 Cr. (On 24th June 2019) Infosys Market Cap – Rs....
Protecting Your Stock Holdings – Post Karvy Stock Brokers Fiasco
The problem is that there is never just one cockroach in the kitchen! If Karvy Stock Brokers screwed up, so will some others. Sure, many stock brokers will be taking defensive action given how SEBI has dealt with Karvy. That said, more Karvy like issues cannot be...
Hi-tech Pipes Stock Analysis
Hi-Tech Pipes Ltd. (“Hi-Tech” or the “Company”) is involved in manufacturing steel pipes, hollow sections, tubes, cold-rolled coils, road crash barriers, solar mounting structures, strips and a variety of other galvanized products. Hi-Tech serves various industries...
Don’t stop your Systematic Investment Plans – The only Rule of SIP Investing
I usually don’t write about these things, but not only for retail investors, also for the most sophisticated investors, Systematic Investment Plans or SIPs are the best way of making money over a longer term. I have seen investor behaviour for close to 2 decades and...
Concentrated Portfolio of Stocks
6 years ago I had written an article on the benefits of having a concentrated portfolio of stocks. Some of the things what I had mainly discussed in that article was 2 things: [1] How to select stocks: How should you zero in on a list of stocks (i.e. Universe of...
Confessions: What your Financial Advisors will not tell you
This is 100% true for 100% financial advisors; Just that some tell it more than others! (1.) We are likely to disclose selectively– No mentor ever told his prodigy – ‘you will have to lie to succeed’. That is not something anyone aspires to do. What financial...
Nifty PE and Past Returns
By now all of you would have looked at a gazillion charts and tables trying to relate Nifty’s 10-20 year average PE and comparing that to where we are today. Naturally, we have been in a very very expensive market for far too long. Markets have been running up with no...
Top 3 Investing Mistakes which destroy wealth in stock markets
There will be exceptions to each of the three investing mistakes below; where committing such a mistake would have actually made you money. That is the very reason why investors continue to make these mistakes – that sometimes committing this mistake will save you or...
TCS – Will Premium Valuation Sustain?
About the Company TCS Limited (“TCS” or the “Company”) is the leading global IT services, consulting and business solutions organization. The Company provides offers a consulting-led, integrated portfolio of business, technology and engineering services and solutions....
Max India Limited – Could the Messiest Deal Structure Make you Money?
Max India Limited (or “the Company”) is a multi-business corporate in the healthcare sector. It was until recently actively managing stakes in: Max Healthcare (49.7%), which was a JV with South African company Life Healthcare – The Hospital Business. Max Bupa Health...
Infosys and TCS – Bellwethers of the Indian IT space
Over the last few years, the market capitalization gap between Infosys and TCS has widened. TCS’ market cap is now almost 2.62 times more than its nearest Indian competitor, Infosys. TCS Market Cap – Rs. 853,855.14 Cr. (On 24th June 2019) Infosys Market Cap – Rs....
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