Hello friends, As communicated earlier, I've been writing very detailed analyses of some select companies for the readers of Sakal Money magazine, which is published monthly. The companies are selected through a value investing lens and qualify for long-term investment. However, as the magazine is a paid one, I do not publish the analyses here … Continue reading CDSL
Hello friends, Newgen software jumped 16% today (20th May 25) upon news of a $ 1.63 billion order to close at Rs. 1334. This stock had almost touched Rs. 1800 in January and I had decided to exit above 1800 since I thought it was quite overvalued. However, the price did not sustain and I … Continue reading The selling and valuation conundrum
Hello friends, Many investors must have breathed a sigh of relief as the stock market stopped falling in the third week of March and the index rose slightly. However, the decline has resumed in the fourth week and the uncertainty over the Tariff War continues. No one can say with certainty whether this decline will … Continue reading Anuh Pharma – Bonus 2025?
Hello Friends, I wrote to you last on 1st of August to take stock of the market recovery post March-20 COVID crash and to evaluate if there were still good investing opportunities available. We looked at the largecap and smallcaps space and noted that the recovery from the COVID lows was about the same for … Continue reading Stocks update 21 Aug 20
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