Issue 034, 21 Nov 2021 Section A – illumin8 Do Dividends matter ? “Do you know the only thing that gives me pleasure? It’s to see my dividends coming in”- John D. Rockefeller This quote from John Rockefeller, one of the wealthiest people in modern history, beautifully articulates an investor’s love for receiving dividends. Little surprise then that dividend investing remains a very popular investment strategy. On the other end, you have investing luminaries like Philip Fisher who in his seminal book “Uncommon Stocks and Uncommon Profits” had devoted an entire chapter on how dividend ..read more

Issue 032, 17 Oct 2021 Editors Note : We are back after a short Dussehra break and rejuvenated for the coming quarter. Hope you all too had a good time. Now, for those who are wondering what ‘The Eight’ means – It is the collection of eight screeners we had published over the last 32 weeks. Screening is a powerful tool for an investor to get more out of his research. With more than 5000 stocks listed on the Indian Stock Exchanges, the need to have effective screens to quickly identify and shortlist your stocks based on your criteria cannot be over emphasized. With acceler8, the icing on the ca ..read more

For Subscribers only: Tomorrow 3 Oct, 2021 Dear Subscriber,  Greetings ! #acceler8 portfolio service was launched in early 2021 to harness the power of momentum in our portfolio and generate accelerated profits over a short investing horizon. Inspired by the investing legends Warren Buffett, Phil Fisher and Peter Lynch, we launched the accumul8 portfolio to create long term wealth by investing in outstanding companies with a long runway for growth run by competent management. Over the last few months I have interacted with many of you on an individual basis and have shared my thoughts on ..read more

Restarting our Wealth Creation Journey Those familiar with Indian Mythology will have surely realized this character from Ramayan and for those who could not – He is  Kumbhakarna – brother of Ravana . He sleeps for 6 months a year and every year , when the six months period was getting over , it was a herculean task waking him up. As seen in the picture above, he was a colossal giant and it took many soldiers, animals (up to 100 elephants ) to wake him up from his deep sleep.  While at least Kumbhakarna had an excuse of a curse, I have been an investing Kumbhakarna – in deep sleep f ..read more

Great start, Greater Ambitions  “I think it’s very important to have a feedback loop, where you’re constantly thinking about what you’ve done and how you could be doing it better.” – Elon Musk Its that time of the year, we pause and reflect on the year gone by. The key events are relooked and re-examined. The decisions made , the underlying assumptions and the eventual outcomes are studied with the added benefit of “hindsight”. The objective is simple: Continue to do what was done right, avoid repeating the same mistakes again and most importantly work on things which can be made bette ..read more

Health is true Wealth “When health is absent, wisdom cannot reveal itself, strength cannot fight, intelligence cannot be applied, art cannot become manifest, wealth becomes useless.” –        Ancient Greek physician Herophilus The last three months has been a period of soul searching and reflection. I wish to share the gist of the two incidents which happened this quarter which rather forced me to think on these lines. And I truly believe there is a lesson for each one of you too. As Otto Bismarck said “A fool learns from his experiences while a wise learn ..read more

Free Webinar , talk by Gautam Baid “It is thousand times better to have common sense without education than have education without commonsense” – Robert Ingersoll I strongly believe by Applying common sense to common stocks a common man can create uncommon wealth. The reverse is also true. Creation of wealth without common sense does not last as fool and his money are easily parted. So, what does it take for one to succeed in the stock market? For answers, I am starting a series – “Common stocks for Common man”. This will be a series of presentations where we will have market experts talk to ..read more

Issue 033, 31 Oct 2021 Editors Note : Here is the Part 2 of our “The Eight” post. In the previous issue we had provided a summary of all the screeners we had published in acceler8 newsletter. In this issue we re-run the screeners to provide you with the list of stocks that qualify for each of these screens. I believe this will be useful in providing you with a crisp and curated watchlist of quality stocks which can be taken up for further analysis. Trust you will find this useful. Section A – illumin8 The Eight – Part 2 Here is a list of eight screens we referred in our earlier issue dated 17 ..read more

Issue 031 dated 3 Oct 2021 Dear Subscribers, Thanks to all those who took time to join our presentation “Investing for success” today. We will share a detailed post on the key takeaways from the presentation for the benefit of all. Please find below the trade / Portfolio update for the week: Nifty50 this week There was a considerable selling pressure in the market last week and overall the market was in red. The main benchmark indices fell by approx 2%. acceler8 Portfolio NAV Any portfolio cannot exist without getting impacted by the overall market sentiments. As my favorite analogy goes when ..read more

Issue 030, 26 Sep 2021 Section A – illumin8 Darwinism and Investing It is not the most intellectual of the species that survives; it is not the strongest that survives; but the species that survives is the one that is able best to adapt and adjust to the changing environment in which it finds itself. -Charles Darwin All of us must have studied Charles Darwin in our school days and I am sure you would remember the above lines from his theory on Origin of Species. In the theory he beautifully explains the universal quality or trait needed to survive – “Adaptability”. You don’t have to think t ..read more