Go back to basics, don’t bet today like tomorrow is here: Nikhil Kamath

“We were critical of valuations (of new age tech companies) even back then and even where they sit today we continue to remain sceptical. This is a complex world for a retail investor. Somebody has to take their side now. Keeping retail in mind, the valuations that were offered to them and these companies listed […]

Bad news equals a good stock price & dividend yield — Indian Oil corporation fits the bill

Rising oil prices, delayed privatisation, under recoveries and threat from EV’s. News around the energy sector, specifically the oil-marketing companies like IOC, is mostly negative. Now look at the other side. Dividend yield of 11 percent and a track record of paying uninterrupted dividend for decades. Further, valuations – both on absolute and relative basis […]