What You Pay Matters
When you overpay, there is zero margin for error. The problem with investing without any margin for error is the absolute absence […]
Will Artificial Research Really Last?
When everyone buys the same set of stocks, a very interesting trend is likely. These stocks show superior performance that beats the […]
Why Defensive Investing Can Deliver Now!
Conviction will always remain the biggest portfolio driver, especially in the toughest of times. In past cycles, the market repeatedly taught us […]
Why Thinking Top-down Matters Now?
Is the market showing enough conviction in equity right now? A cursory look at flows will indicate strong domestic conviction in Indian […]
Time to Invert
Will the market hold at current levels? Should we deploy money now or should we wait? Is it too late to chase […]
Where Will The Money Go Now?
The return of the FIIs seems to have just begun. After relentlessly selling Indian equities through the entire year in 2025 and […]
Will The Bull Grip Last
All the action of this result season was reserved for the last week. In the early weeks, the bluechips and nifty heavyweights […]
The Opportunity In Irrationality
Respecting valuation is a fundamental behavioural trait in every good investor. Losing sight of valuation discipline in a soaring, frothy market can […]
Turn Inward
Every investor will always be asking questions. These questions will mostly be targeted at others. We tend to show excessive enthusiasm in […]
Free Hit In Value Investing
Equity clearly remains the preferred asset class right now. This has more to do with other asset classes like real estate and […]
The Contrarian Edge
Contrarian investing, when done with a strong valuation alignment, can be very powerful even while investing in thematic mutual funds. This is […]
Will Results Turn The Tide?
Taking a contrarian position in a theme in the face of adverse public opinion is never going to be easy. When consensus […]