In this article, I’ll try to use the method proposed by Mr. Aswath Damodaran to calculate the Equity Risk Premium of an Index. I’ll use the S&P BSE 500 index for our calculations. We can apply the same method of calculation to the equity risk premium (ERP) of individual stocks. But before proceeding further, allow…
We’ll delve into the investment minds of Warren Buffett and Charlie Munger as we explore their profound perspectives on the high returns of capital. We’ll try to gain insights by looking into their perspective on capital deployment by companies. As an investor, we know that a company that can yield high returns of capital will…
The UPL Limited has been in my stock portfolio for some time. At the current valuations, the company is valued at Rs.45,000 crores as its market capitalization. In the last 10 years, this stock has yielded a price appreciation of about 20% per annum. Now, I’m trying to reevaluate my holdings in this company. The…
Last week we did a fundamental analysis of a small-cap Indian IT sector company called Expleo Solutions. While doing the analysis, the thought of doing the analysis of an IT sector heavyweight came to mind. Infosys was intentionally picked between it and TCS as it looked better valued in terms of PE ratio. Moreover, while…
The Reserve Bank of India (RBI) raised the repo rate (Interest Rates) by 0.25% in Feb’23 (see repo rate history since 2005). This was the fifth repo rate hike since Oct 2020. The rising interest rates often have a negative impact on the stock market. They make it more expensive for businesses to borrow money…
This is an attempt to do a quick fundamental analysis of Expleo Solutions. The purpose of this article is to get an idea about what is a fair price (Intrinsic value) of the company’s shares. Currently, the stock price of Expleo Solutions is trading at approximately Rs.1,400 per share. Recently someone close to me brought…
Let’s dive into the mind of Howard Marks to decipher the flows of investment cycles. Who is Howard Marks? He is an American investor, writer, and co-founder of Oaktree Capital Management. We will know about what Howard Marks describes as the underlying themes that shape market movements. It will give us insights and build our…
Let’s discover which investment alternative is better for monthly income generation. Should we park our money in a 10-year fixed deposit with monthly payouts? Or is the allure of a rental income from a residential property more enticing? We’ll analyze these two investments using a rule of value investing. We’ll estimate their intrinsic value and…
Curious if your spare savings can transform fortunes? Get set to unveil the secret of the best compounding assets. From stocks to real estate, we reveal how small steps pave the way to wealth. And that’s not all! Embark on a journey bursting with surprises, opportunities, and the gateway to realizing your financial aspirations. Get…
Modern property developers, in partnership with banks, provide a unique home loan feature where EMIs commence post-property possession. This deferred payment structure grants buyers financial flexibility. This arrangement aligns with buyers’ convenience and reduces the initial financial burden of EMI payment in addition to rent payment. But is this deferred home loan EMI offer is…
Investing in stocks can be a great way to grow your wealth over the long term. However, it is also important to know how much money one can invest in stocks each month. Stocks are both risky and rewarding, hence they must be handled with a careful hand. Investing in stocks is a long-term strategy….
In the dynamic world of finance, few market conditions hold the allure and potential for substantial gains quite like a bull market. For investors, it represents a time of optimism and opportunity, where the sun seems to shine brighter on their portfolios. But what exactly is a bull market, and why is it such a…
