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Science of Alpha from Safety

Resilient Economy, Undervalued Markets, Attractive Markets

GDP @$25 Trillion & Unemployment @3.5%—The US Economy Looks Strong   According to the Bureau of Economic Affairs, the annualized US nominal GDP was at $25 trillion in the second quarter growing at 8.5%. The real GDP shrunk by 0.6% but the real GDI (Gross Domestic Income) grew by 0.1%. In short, the GDP grew…
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Omni Power: Electrifying India

Omni Power: Electrifying India A Portfolio of Companies Empowering every Indian household “A portfolio of highly undervalued companies that are consistent performers and market leaders across the Power value chain” India is the 3rd largest power producer and 2nd largest power consumer in the world with an installed capacity of nearly 400 GW. The sector…
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BBBY Cover

BBBY Stress Test and Analysis as a Portfolio Investment

BBBY Stress Test and Analysis as a Portfolio Investment The so-called “news” flow and market prices of both, debt and equity, of Bed Bath & Beyond, Inc. (Ticker: BBBY) is apparently showing distress. Some “analysts” or media persons are going around writing articles and giving interviews that the company is headed for bankruptcy. Further, there…
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Are all Negatives already Discounted by the Market?

Are all Negatives already Discounted by the Market? If yes, where do the markets move from here? Disclaimer: Any mention of company names DOES NOT mean an endorsement or recommendation to buy, sell or hold any of these companies, sectors or the index or index-linked products. This is not investment advice, please see the detailed…
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Investing in global markets in the backdrop of the Russia-Ukraine war

Investing in global markets in the backdrop of the Russia-Ukraine war The US provides exposure to an interesting matrix of growth vectors ranging from artificial intelligence, consumer technology, Internet of Things, 5G, Metaverse and Cloud, to healthcare, athleisure, fitness and wellness, electric vehicles and digital transformation. Russia’s February 24 invasion of neighbouring Ukraine and sanctions…
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The direct way to invest in global stocks

The direct way to invest in global stocks The limits for mutual funds to invest abroad may have been exhausted and new limits will come, eventually. In the meantime, Indian investors can buy shares of foreign-listed companies directly. VIKAS GUPTA   MARCH 21, 2022 / 08:28 AM IST (Moneycontrol) It has been a month since…
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It is time for action

It is Time for Action

It is Time for Action When the valuations are favorable, the Scientific Investor starts investing Let us begin with the clarification that this is not—and cannot be—investment advice which depends on each individual’s specific circumstances, objectives and risk profile. The question on many people’s minds today is should they invest or exit? We are giving…
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OmniScience US Strategies Annual Update Cover

OmniScience Strategies US Annual Update for 2021

OmniScience Strategies US Annual Update for 2021 Global Multi-Thematic Investment Opportunities Enhance Safety, Enhance Growth, Enhance Returns In 2021 Mr. Market delivered fantastic returns, with Asian exception 2021 has been a fantastic year for equity investors across many markets across the World. S&P 500 delivered 28.71%, Nasdaq-100 27.51%, MSCI Europe 16.97%, Sensex 23.23%, and Nifty…
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OmniScience Strategies India Annual Update for 2021

OmniScience Strategies India Annual Update for 2021 A Quiver full of Multi-Thematic Investment Opportunities Enhance Safety, Enhance Growth, Enhance Returns Mr. Market delivered fantastic returns, with Asian exception 2021 has been a fantastic year for equity investors across many markets across the World. Sensex has delivered 23.23%, Nifty 25.59%, S&P 500 28.71%, Nasdaq-100 27.51% and…
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Omni Bharat Defence

Omni Bharat Defence

An Attacking Portfolio For The Growing Defense Theme.
, the $73 billion Indian defence market provides rich opportunities. Further,
the DPEPP 2020 and Make in India initiative (Atmanirbhar Bharat) provides ample opportunities for the Indian defence
manufacturers to not only replace foreign defence manufacturers providing supplies to Indian armed forces, but also to focus
on exports to other friendly or neutral countries. This provides a large TAM.
These companies have persistent competitive advantages because of highly specialized capabilities, strong, cash-rich balance
sheets to power their growth, ample cash flows and are available at significant discount to their intrinsic values. This is a
SuperNormal Portfolio of defence companies.