Almost an year back, we came out with our strangely named portfolio – The Dead Monk’s Portfolio. For those who don't know about the origin of this name, we suggest you read this. Though one year cannot be referred…
Category: Investing
A look at major Indian stocks during the bottom of 2009 stock market crash
Everyone remembers the bloodbath on Dalal Street in January 2008. But what panned out over the next one year was something which changed lives of many people who had the courage to take bets on great businesses. With markets trading…
Read More A look at major Indian stocks during the bottom of 2009 stock market crash
Is it a good time to accumulate SAIL – Part 2
Here is the second and last part of our analysis of SAIL. You can read the first part here – Part 1.We take up an analysis of P/E & EPS Expansion (& Contraction) of SAIL in this post.The Blue blocks…
Is it a good time to buy / accumulate shares of SAIL – Part 1
In one of our previous posts, we mentioned that we avoid highly cyclical stocks. The reason being that we are not good at evaluating cyclical businesses and because these businesses have unpredictable earnings and cashflows. Instead we prefer sticking with…
Read More Is it a good time to buy / accumulate shares of SAIL – Part 1
Mailbag: Why do you choose such simple criterias for shortlisting stocks?
We received a question in comment section of our last post on selecting 10 stocks to buy in next market crash. The question asked was very simple, but relevant... “Why do you guys choose such simple filters for shortlisting…
Read More Mailbag: Why do you choose such simple criterias for shortlisting stocks?
A Case Study on Balmer Lawrie & Co., its Book Value, Dividends & how to decide when to buy this stock?
After doing case studies on ONGC and IOC, we chose another company from our Dead Monk’s Portfolio for case-based analysis. But before we get down to details, just have a look at the 2 graphs given below. One shows increase in…
A Case Study on IOC (Indian Oil) & why its Book Value can be used as a criteria to buy the stock?
Our last case study on ONGC & analysis of 9 year old investment in its IPOhad us exhausted. 🙂 And with 1600+ words, even our readers were exhausted. 🙂 We even received a mail asking us to reduce the size of our…
A 9-Year Case Study of an investment in ONGC & why it is available close to its historically cheapest valuations?
Some time back, we did a post on ONGC’s dividend history. Since, we hold this stock in our long term personal portfolio as well as Dead Monk’s Portfolio, we thought we could (or rather should) give it a deeper study.…
Why are IPOs overpriced?
Note - I have written about Pricing (Over & Under) of IPOs in detail recently. You might want to read that article - Why are IPOs Overpriced and come in Rising / Bull Markets?If you are reading this post, chances…
Buying On Dips – Adding to Core Portfolio
Some time back, we did a post on power of doing nothing in stocks markets. We still stand by our view that when investing for long term, Doing Nothing can actually work in favor of investors. But wouldn't it be nice if…
Déjà Vu?? Reliance Power (2008) & NTPC (2013)
As soon as we read this, we had a feeling of Déjà vu…Déjà vu, according to Wikipedia, is the phenomenon of having the strong sensation that an event or experience currently being experienced had been experienced in the past.You must…
What to do with Clariant Chemicals (India)?
Clariant Chemicals is one of India’s leading specialty chemicals company. It holds leadership positions in pigments, textile chemicals, leather chemicals etc. In stock markets, its a well respected company which is held by a lot of long term investors. The…
ONGC Dividend History
ONGC is an Indian oil exploration company majority owned by government of India, i.e. it’s a PSU. As a stock, it has a very long history of dividends. It’s a company with solid business model and has highly reliable cashflows.…
The Great Indian ‘Wipro Multibagger’ Story (Updated 2021)
Note: This article was originally published in 2012 and has been updated with the latest numbers as of 2021. Do you want to hear the updated story of the Rs 10,000 invested in Wipro in 1980? A story that has…
Read More The Great Indian ‘Wipro Multibagger’ Story (Updated 2021)
Hindustan Unilever Ltd (HUL): A good business is not always a good stock
HUL is an example of a great business. It has a portfolio of famous FMCG brands that every Indian uses atleast once a day. Who wouldn’t recognize Lux, Lifebouy, Kissan, Rin, Surf, Axe, Close Up, Dove, Fair & Lovely, Sunsilk…
Read More Hindustan Unilever Ltd (HUL): A good business is not always a good stock