Dear Members,

Happy weekend. Here is a quick review of things we are upto and books/blogs we are reading to stay abreast.

We penned a blog on much awaited ITC demerger

Legendary techno funda Investor, creator of CANSLIM model, William O Neil passed away in July. Here is a tribute we wrote in his memory.

An year or so ago, we did a detailed deep dive webinar on Momentum investing for SOIC Tribe members. Here is a video for your perusal.

We are working on an App for DIY investors where All our factor research (MWM, MWV and MMG) can be offered at a bundle price. This will help our clients do proper asset allocation within factors to create a smooth(er) equity curve.

We did a detailed presentation on this topic at a CFA event. (Will share the video presentation once it goes live on their You tube)

Find below the Chart of the week that everybody is talking about.

Another big news for the week was JP MORGAN adding India to its emerging markets Bond Index. देर आये दुरुस्त आये 

In management change theme, we are tracking NIRMA buying Glenmark Life science. Although shareholder friendliness is a point to ponder upon.

Really impressed by this blog by a doctor Gamma.Pehelwan. He shared Some very interesting backtests and screeners on his site.

The book I am re reading this week is FLOW by Mihaly Csikszentmihalyi which integrates research on consciousness, personal psychology and spirituality.

That's it for now

Stay blessed,

Manish Dhawan.