PrimeInvestor - Articles and Reports

dhandho investor
General
Srikanth Meenakshi

“The Dhandho investor” – A review

Weโ€™ve heard of fusion music, weโ€™ve heard of fusion cuisine, so why not a fusion book?

Colour me naive, but when I picked up โ€˜The Dhandho Investorโ€™ – a book with an Indian author and an Indian name, I thought it would be about Indian markets and for Indian investors. It was not. Although the author is Indian, and there are many โ€˜Indianโ€™ anecdotes in the book, it is aimed at an American audience.

But that should not stop you from grabbing it and reading it. Itโ€™s a delightful book – expertly written with ideas that you can use in any free market economy.

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Nifty midsmallcap 400
Markets
B Krishnakumar

Technical outlook: Is there steam left in mid-and-small caps?

The benchmark Nifty 50 index has been drifting lower since February 16, 2021 when it recorded a high of 15,431.8. While there has been some recovery in the past few weeks, the real action has shifted to the broader markets. Lots of stocks from the mid-cap and small-cap sectors have continued to seek higher levels even as the Nifty 50 index has been struggling in a broad range.

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millionaire fastlane
General
Srikanth Meenakshi

“The Millionaire Fastlane” – A review

repreneur forum that I follow, someone asked a question to the group – โ€œWhich books made you the most money?โ€. The answers that followed ranged across topics of investing to motivational to actual business books. But one book that got the most mention was this book by M J DeMarco titled, โ€œThe Millionaire Fastlaneโ€.

However, people who commented on this recommendation seemed quite polarized. Some of them REALLY liked the book, and other others REALLY hated it.

So, I had to buy and read it. ๐Ÿ™‚

I just finished it, and I have to say, I hated it.

But, if you read it, you may like it. And thatโ€™s ok. While not quite liking it, I could quite see why some people will really find it inspiring or at least, alluring.

In this review, let me give you a summary of what the author says, and tell you what I thought about the โ€˜fastlaneโ€™ he recommends.

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Dr Lal pathlabs
Stocks
Pavithra Jaivant

Stock review: A healthy player in the diagnostics space

Growth estimates are being placed at a CAGR of around 10% for the next five years for the diagnostics sector, presenting a very attractive opportunity to players that are ready and able to take advantage. Dr Lal Path Labs is a leading diagnostics player, building up its presence outside its traditional stronghold of Delhi.

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Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: Mid-cap returns with would-be bluechips

Thereโ€™s another index that gives mid and small-cap funds a good run for their money while housing far bigger names. This is a high return index if highly volatile one, and can be used in long-term portfolios to give returns a boost.

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wealth generating company
Stocks
N V Chandrachoodamani

Stock Recommendation : Own many great businesses through this one stock

In bull markets, expensive valuations often make it necessary for investors to look for offbeat opportunities to acquire a wealth generating company. The investment arms of leading promoter groups in India offer such opportunities to buy sound companies, at a discount to prevailing valuations.

Premium article available only to subscribers.

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Markets
Vidya Bala

PowerGrid InvIT โ€“ should you invest?

POWERGRID Infrastructure Investment Trust (PGInvIT) is the third InvIT and the second in the power transmission space (the other being IndiGrid InvIT) to be listed in the Indian stock markets. It is sponsored by listed PSU Power Grid Corporation of India (PGCIL and henceforth called the Sponsor).
Please find an explanation of what an InviT is here. This article will give you only our quick take on the offer and whether it is suitable for you. It is not a deep dive into the InvITโ€™s business and financials.

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sectors to focus
Markets
B Krishnakumar

Technical outlook: Identifying the sectors to focus on and the sectors to avoid

The Nifty 50 index has drifted lower recently and has lost close to 8% from the high of 15,431 recorded on February 16, 2021. But though the Nifty 50 has slipped to lower levels, there are quite a few sectors that have delivered positive returns during this period. So, what are the sectors to focus on (and what are the ones to avoid)? Let’s find out.

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