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India's Population Pyramid Works to Make Our Next Recommendation a Success

(May 23, 2018)

India's population pyramid helped the Smart Money Secrets team to find out its next stock recommendation.

We Walked Out of This Company's Analyst Meet and Won't Recommend the Stock Unless...

(May 17, 2018)

This dairy company wants FMCG-like valuations. But dairy isn't an FMCG business and we did not like the way the management presented the company to us...

Don't Catch Falling Knives Like Vakrangee or PC Jeweller...

(May 8, 2018)

If a stock is on a falling spree, there might be a good reason behind it. And realising that is the first step towards correcting one's investing process.

Helicopter Money is About to Vanish. What Happens to the Market Now?

(May 2, 2018)

The main reason for the stock market rally has been liquidity. With the gradual interest rate hike, easy money will disappear and the market will follow the earnings growth trajectory.

This 100-Year Old Company Is the Next Stock We're Recommending

(Apr 25, 2018)

There are barely 20 Indian companies that have completed 100 years. Why is Smart Money Secrets team positive on this 100-year-old young company?

Don't Let the Weakest Link Destroy Your Portfolio

(Apr 18, 2018)

Recognising the weakest link in a business or industry is of utmost importance when selecting a stock to invest. After all, a chain is only as strong as its weakest link.

The One Big Theme I'm Most Bullish on Right Now

(Apr 11, 2018)

The capex revival will not be sudden. Investments are likely to be scattered initially. The revival will start in select pockets. I'm most bullish on this one..

Will the Real Capex Revival Please Stand Up?

(Apr 4, 2018)

When will the capex revival come back? My thoughts on current capex revival cycle.

Irrational Expectations: The Root of All Bubbles

(Sep 12, 2017)

Unrealistic expectations, no matter how strong a company's fundamentals, can send your investments crashing down.

The Recipe to Over 60% Returns in Less Than a Year

(Sep 9, 2017)

Short term crisis in some companies could unveil some great investing opportunities.

Can I Get What the Stock Market Is Smoking?

(Sep 4, 2017)

Earnings are yet to catch up and no one is bothered to look at valuations. Looks like everyone is caught up in the wave of optimism.

A Portfolio That Has Ganpati Bappa's Blessings

(Aug 29, 2017)

What would a portfolio formed with the blessings of Lord Ganesha look like?

Why Hasn't Warren Buffett Rung the Bell Yet?

(Aug 22, 2017)

It's surprising Warren Buffett hasn't warned investors about the expensive stock market? Let us know why.

When a Dart-Throwing Monkey Beats a Great Value Investor

(Jul 18, 2017)

What happens when a random portfolio gives way more returns than a thorough value investing strategy?

GST Creating Distorted Valuations...and Opportunities

(Jun 27, 2017)

What is your investment strategy in a post-GST world?

Read this Before You Pick Your Next Hot Stock

(Jun 13, 2017)

Individual stock picking has a poor success ration. Here's how you can improve it by leaps and bounds.

How This Megatrend Will Help Us Find the Next Multibagger

(Jun 6, 2017)

Megatrends create tailwinds and provide an opportunity for companies to grow at a high rate for a long time.

It's Okay to Be Late to the Game If There's a Lot of Game Left to Be Played

(May 25, 2017)

How identifying megatrend helped the India Letter to spot potential multibaggers.

Why We Skipped This 70% Gainer

(May 18, 2017)

Underreporting of bad loans by some private sector banks casts a cloud over the sector's clean image so far.

Forget These Headlines and Focus on Underlying Fundamentals

(May 11, 2017)

There is a constant stream of information coming in from the media. For better investment results, it is better to ignore noise and focus on underlying.

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