14-Jan: Investing in HoldCos, Market Overview & 5 Good reads

Reading Time: 1 minutes

🔆 Saturday Coffee Newsletter

Quote: Wisdom in a few words
Market Overview: Top stocks & asset classes
Of the Chart: Sensex 30 PE ratio
Good Reads: 5 good reads from across the globe
Capitalmind LIVE: Should you invest in holding companies?

Quote ✍️

“It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong”

— George Soros

What’s up with markets? 📉📈

This week, two tata companies top the list on either side of the line. Tata motors gained 7.7% while Titan plunged by 4.7%. Another Tata behemoth, TCS, gained 5.1% backed by strong earnings.

Crude was below $80 last week and it seems we got too happy, too soon. It gained back 7.9% this week and ended at $84.8 per barrel. Just where it was last year. Similarly, the Nifty 50 is where it was last year.

INR has depreciated by 10% over the last 1 year and thus also helped Gold gain in value which is now up by 17% this year.

Of the Chart 📊

The price-to-earnings (P/E) ratio is a measure of the price of a share relative to its earnings. This ratio can be calculated for the index as well. Here’s how the P/E ratio of Sensex stands now compared to its historical trend.

What we are reading? 📝

It is madness for an investor to have anything else in mind other than the operating realities of the underlying business. Read – The Investor’s Investor
The markets are in the midst of a sea change, similar to the sea change that occurred in the early 1980s when interest rates began their 40-year decline. Read – Interest rates for stock growth
When some industries become more productive, other industries necessarily become more expensive. Read – It’s Time for a National Success Fund
The more writing you publish on a topic, the more the hive brain conspires to route relevant information and connections your way. Read – Writing as Strategy
We are drowning in information. Most of which is irrelevant. Can we sort what matters from what doesn’t? Read – Evaluating Information

Should you invest in Holding Companies? 🤝

In latest our weekly show, we discuss holding companies with Deepak Shenoy

What are holding companies
The peculiar thing
Should you invest?

Capitalmind

Check out smallcases by Capitalmind

Explore Now

Deepak Shenoy

Deepak has over 20 years of experience in investing and the stock market. Prior to Capitalmind, he co-founded two start-ups (Agni Software and Moneyoga).

Impact of Global Recession on Indian IT sector

How does Windmill Capital create its Thematic smallcases?

Cancel reply

Dislaimer: This platform is intended for informational purposes only and is not intended to provide investment advice. The stock prices displayed are delayed and may not reflect the most current market conditions. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. You can also consider consulting a financial advisor before making any investment decisions. Smallcase Technologies Private Limited shall not be responsible for any losses that may occur as a result of using this platform.

The views expressed in this article are those of the author and do not necessarily reflect the views of Smallcase Technologies Private Limited (STPL) or any of its associates. The information provided in this article is for educational and informational purposes only. Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. Investors should understand that his/her investment decision is based on personal investment needs and risk tolerance, and performance information available on here is one amongst many other things that should be considered while making an investment decision. Past performance does not guarantee future returns.

Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The examples and/or scurities quoted (if any) are for illustration only and are not recommendatory.

The content and data available on the website, including but not limited to index value, return numbers and rationale are for information and illustration purposes only. Charts and performance numbers do not include the impact of transaction fee and other related costs. Past performance does not guarantee future returns and performances of the portfolios are subject to market risk. Data used for calculation of live returns and other information is provided by exchange approved third party vendors and has neither been audited nor validated by the Company. Detailed return calculation methodology is available here. Detailed volatility calculation methodology is available here.

The user agrees to assume complete and full responsibility for the outcomes of all of his/her investment decisions that he/she makes, including any direct, indirect, incidental, consequential, special, punitive or any other losses/damages if any that may be incurred by him/her. Smallcase Technologies shall not be responsible or liable for any direct, indirect, incidental, consequential, special, punitive or any other losses/damages arising out of the recipient's investments. For disclosures related to Smallcase Technologies Pvt Ltd, please visit this page .