Knowledge Corner – Newsletters

Asmayu: Rays of Light (sanskrit)

At Tamohara, we take reading seriously, and go through a variety of analyses, perspectives and news from across the world. What you see here is a distillation of the insights that arise as a result of all that reading. We hope you enjoy these newsletters that our team puts together and give you a different perspective of thinking about investing and on certain industries!

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Vantage Point

December 1, 2015

In 2008, a political action thriller called Vantage Point was released. The movie recounts an experience from multiple perspectives; one particular scene, depicting an assassination attempt, is re-run multiple times, each time from the viewpoint of a different observer, to reveal a truthful account of what happened.

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Diwali Picks

November 1, 2015

As the festival of lights of sets in, it is a ritual amongst stock market players to share Diwali / Muhurat Picks – stocks that investors can buy during Muhurat trading (“Muhurat trading is the auspicious stock market trading for an hour on Diwali (Deepawali).

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Tamohara Investment Newsletter

October 1, 2015

This month is of great significance for us, as we have commenced the journey towards our goal of long term value creation with our first investment portfolio going live. We thought, therefore, it would only be apt that we focus this month’s communication on the approach that we have adopted and the decision making process that we have followed in building this portfolio.

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Tamohara Investment Newsletter

September 1, 2015

It is said that stock markets are not for weak hearted as it tests your nerves every now and then. Dealing with extreme volatility is an integral part of investing profession. In times like these when markets which were touching new highs a few months ago (March 2015), have suddenly turned tide to levels last seen more than a year back (June 2014), all we need is to keep calm and focus on fundamentals instead of getting carried away by noise around us. In this communiqué, we attempt to analyse historical volatility during bull markets in past and to look for signs, if any, which make us any less confident.

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Tamohara Investment Newsletter

August 1, 2015

One of the more recent entrants in the debate over the state of the global economy – gloom or boom – has been commodities. Forecasters call the recent downfall in commodity prices as a sign of slowing global growth. An interesting debate, to our mind, would be whether global growth is slowing due to a fall in commodity prices or if commodity prices are falling due to slowing global growth (tellingly, amidst an already slow global trade, trade values are further shrinking due to falling prices). Nevertheless, we see little merits in these debates; after all debates are just that – debatable.

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Tamohara Investment Newsletter

July 1, 2015

In evaluating investment ideas, the first question that always comes to our mind is: Whether the Opportunity size being pursued by the business under consideration is large enough and growing? In the process of scanning opportunities across segments of Indian investment arena, we have tried to capture some interesting perspectives and insights which forms the theme of our 5th Newsletter.

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Tamohara Investment Newsletter

June 1, 2015

The Narendra Modi led NDA coalition has recently completed one year in administration. Judging strictly by the reaction of the markets, the euphoria surrounding their welcome is non-existent on their first anniversary. The media too has been non-hesitant in highlighting the many under-achievements of the Government.

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Tamohara Investment Newsletter

May 1, 2015

As we discussed in our last Newsletter, real risk in investments is a permanent loss of capital and not just volatility. We concluded that with an increase in the investment horizon, investors can significantly reduce the risk of a permanent loss of capital.

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Tamohara Investment Newsletter

April 1, 2015

Do the swings in your portfolio bother you? Are you uncomfortable looking at the ups and downs in the prices of financial instruments in your investment portfolio? Higher volatility can be emotionally difficult to handle and can lead to risky investment decisions leading to loss of capital.

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Tamohara Investment Newsletter

March 1, 2015

As an investment team we believe in the influence of long term structural changes which can have a profound impact over a period of time and change the course of action for Individuals, Corporates and Societies.

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