small cap

Alpha + Model Portfolio…up 40% since Mar’20 lows

Dear Sir, Hope you are doing well and staying safe. We are glad to share that broader markets have recovered well from the lows of Mar’20 and even though there might be some correction or consolidation going forward, we may not see the Mar’20 lows again. As mentioned in our 20th Mar’20 article (LINK), March 2020 proved to be a great time for one to be somewhat greedy than too much fearful and we believe despite the run up since…

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Do you know there are sectors trading at NIFTY equivalent of 5000…Good time to hunt?

Dear Sir, Hope you are doing well and staying safe. Recently, we came across an important piece of data on the bounce back in under-performing or beaten down sectors and we believe it can be really helpful for you as an investor. We all like to buy stocks/sectors that have done well recently; however, as value investors it’s important to not get trapped at high valuations because the draw-downs can be huge and the wait for getting even the principal…

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