Review Nifty Total Return Index (Nifty including dividends) earned 5.6% for 2018 and 12.3% CAGR in last 3 years. Although Nifty ended with gains, there were less than 15% stocks listed on NSE that made any positive...
Category - Analyst Corner
Team-MoneyWorks4meIs there a right time to invest in equity?
Since childhood we are told, there is right time for everything in life. Right time to get education, right time to get married, right time to buy a house, but is there a right time to invest in equity? We have often...
Are you worried about elections (events) before you invest?
When Charlie Munger and I buy stocks – which we think of as small portions of businesses – our analysis is very similar to that which we use in buying entire businesses. – Warren Buffett When you buy stock...
SALE on Stocks is Coming Soon!
Markets have once again started correcting. This time it appears that correction is happening at much faster rate. This could be because there are real concerns on marco-economics side. Rising Crude Oil prices have...
HDFC AMC IPO
Issue Open:Jul 25, 2018 – Jul 27, 2018 Issue Type: Book Built Issue IPO Issue Size: 25,457,555 Equity Shares of Rs 5 aggregating up to Rs 2,800.33 Cr Face Value: Rs 5 Per Equity Share Issue Price: Rs 1095 –...
Ketan GujarathiNifty@MRP suggests that markets are slightly overvalued
What is Nifty@MRP? As investors, we constantly track the Nifty movements. To make investing more profitable and not a game of mere chance, we need a solution, a solution which could help us identify whether the market...
Shopping in the stock market without a list can be disastrous
When planning our stock investments, we cannot afford to have the same casual approach that we have while shopping. Because, going to the stock markets without a predefined list will leave a big hole in our pockets...
Lemon Tree Hotels: Decent Company, stretched valuations.
Lemon Tree Hotels IPO Details: Issue size: 1,036 Cr. of shares: 18.5 Cr Equity Shares Price band: 54-56 Bid Lot: 265 and in multiple of 265 Issue opens on: 26th March 2018 Issue closes on: 28th March 2018 Objective of...
Hindustan Aeronautics Ltd (HAL) IPO: Good company; Modest valuations
IPO Details: Issue size: Rs.4,113 Cr – 4198 Cr No. of shares: 34,107,525 Equity Shares Price band: Rs. 1,215 – 1,240 Bid Lot: 12 Shares and in multiple Retail & Employee Discount: Rs.25/per share Issue opens...
Bandhan Bank IPO: Micro-Finance focused bank, valued assuming no risk.
IPO Details: Issue Size – Rs 4,473 Cr Price band: Rs 370 – Rs 375 IPO size: Rs 4,413 Cr – Rs 4,473 Cr Subscription dates: 15 -19 March Post-IPO valuation: Rs 44,134 Cr to Rs 44,730 Cr Objectives of the...
Take-away from Warren_Buffett’s Letter to Shareholders 2017
In our search for new stand-alone businesses, the key qualities we seek are durable competitive strengths; able and high-grade management; good returns on the net tangible assets required to operate the business;...
About Bitcoin, Small caps and Growth investing!
Nowadays, when you open a newspaper or switch-on a news channel, you hear three themes quite often & loud—Bitcoin, Small-cap and Growth-stocks. All of them are making headlines because of their steep moves. We hear...