I’m pleased to share that I've been elected as the Board of Director at @APMI_India
I look forward to liaison with the PMS industry, the regulators, & APMI team to contribute towards the growth of the ecosystem in a healthy & sustainable manner.
Yesterday I attended APMI’s Delhi event with my colleague Manish, celebrating their 3rd anniversary.
We had an insightful session with Indian Govt’s Chief Economic Adviser, Dr Nageswaran, highlighting the global opportunities & challenges that lie ahead India, followed by a…
Pleased to share our Half Yearly Investor Memo (H1FY25) for @Stalwartsadvise's PMS Partners.
Besides the usual portfolio performance & sectoral allocation, memo covers some crucial aspects like:
- Is Hold = Buy? A Perennial Debate,
- Model Portfolio vs Customized Portfolio,
-…
We had an engaging time at PMS Partners' Annual Meet @ Aerocity, New Delhi wherein the partners joined from across the country. Our CIO @Jatin_Khemani presented on Indian Economy, Corporate Inc as well as deep-dive in our portfolio companies. Stalwart PMS: stalwartvalue.com/pms/
Today we published an Investor Memo (FY24) for @Stalwartsadvise PMS Partners, covering portfolio performance, strategy, market outlook & risks.
Sharing the link to memo: stalwartvalue.com/investor-memos/
Feedback/critique welcome at pms@stalwartvalue dot com
I am glad to share, in addition to being a research firm, @Stalwartsadvise is now also a SEBI-registered Portfolio Management Services (PMS) firm. It's one & only fund ‘Wealth Guardian Fund’ shall open for investments during 1st week of May. 1/5
Some hard investing truths & views from Kenneth Andrade, that 20-something, financially independent & full-time investors (with Papa’s money) would NOT be able to tell you on their Instagram or Youtube Video 1/n
Excesses at one end often create opportunities at the other, which can be leveraged by pragmatic investors. Introducing our first smallcase: Anti-‘ES’G, A Contrarian’s Delight: stalwart-advisors.smallcase.com/smallcase/STWN…
Capital allocation is the single biggest factor driving the long-term returns for shareholders. Sometimes decisions that optically look lousy may not be so. (1/n)
Condensing everything I have learnt about managing Covid after ~2 weeks of getting my parents through it - things that still aren't common knowledge but need to be.
Hopefully this helps:
[New Post] APL Apollo: A 5-Bagger in 2.5 years! It is often called 'Astral Poly' of Steel Pipes. Post includes executive summary of our investment thesis & how's it panning out along with free links to initiation report & plant visit note: stalwartvalue.com/apl-apollo-a-5…
#OnCNBCTV18 | Discussing the company's demand & business outlook with @Nigel__DSouza & @Reematendulkar, G Vamsi Krishna, Joint MD, Visaka Industries says the focus of the company is on getting premium on their products vs their peers.
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