Financial Manias and Panics: A Short Primer

Human fallibility is the principal reason behind all major financial manias, panics, and crashes. Greed dominates a person’s psyche; he speculates on borrowed money for quick, speculative gains. A market is in a mania stage when the behaviour of most of the investors can be categorized as ‘irrational’. Greed and euphoria are the dominant sentiments … Continue reading Financial Manias and Panics: A Short Primer →

Analysis: Q3FY24 Results – I

This post discusses the financial performance of three stocks – Control Print, SRG Housing, and CSB Bank - for the quarter ended 31 Dec. 2023 and our perspective on the respective stocks’ investment prospects considering these results. Control Print Control Print reported its Q3FY24 results on Jan. 22, 2024. Sales and operating profit were up … Continue reading Analysis: Q3FY24 Results – I →

Disparity in Markets

The Disparity between Stock and Money Markets: A Cause for Concern This week was an eventful one. On Tuesday, the IMF in its Jan. 2024 World Economic Outlook (WEO) update, revised upward the world economic output growth to 3.1 percent – 20 basis points higher than projected in its Oct. 2023 outlook. India’s GDP growth … Continue reading Disparity in Markets →

A Quality Stock, But at a Premium Valuation

Control Print’s Recent Performance Analysis & Investment Stance Update Control Print has reported better earnings growth and profitability for the past two years. Its stock price performance over the past two years reflects this improved profitability. The stock has gained 17 percent in 2022 and 150 percent in 2023. We first discussed ‘Control Print’ in … Continue reading A Quality Stock, But at a Premium Valuation →