Mumbai 400072, India
+91-90045 60540
info@omnisciencecapital.com

Category: Media

Science of Alpha from Safety

How to identify the right stock and avoid losing money

Synopsis Here are some ways to identify the right stock and avoid the wrong ones. The biggest fear while investing in equities for every investor — big or small — is about losing money. Here, we will look at some of the ways people lose money in equities, and how to avoid them. In order…
Read more

Your three-step guide to not getting singed in a market that is currently on steroids

Synopsis Equities are volatile and risky. The ups and downs might be difficult for many investors to tolerate. But, if one educates oneself to learn the basics of equity investing and risk tolerance, this journey can be quite rewarding. Pay yourself first. This is the advice on saving a part of your monthly salary or…
Read more

BBBY Life From Home Work From Home

Bed, Bath & Beyond: A Life-From-Home Special Situation

Summary We analyze BBBY using OmniScience Capital’s Scientific Investing Framework. Life-From-Home or “home nesting” was catalyzed as a consequence of Covid-19 Work-From-Home. BBBY provides direct exposure to this, now secular, trend. BBBY is turning around to be a company with persistent competitive advantages, targeting a large TAM and available at a significant discount to intrinsic…
Read more

Stock Market Scientific Investing

Scientific investing protects, creates wealth beyond the bull market rush

The Stock Market-A giant machine to transfer the wealth of the cult of momentum to Scientific Investors. Choose to be on the right side of wealth creation. As the cult of momentum is reinforced by the bull market, the participants go crazy…But a minority of market participants understand the scientific investing way based on the…
Read more

Mispriced Stocks & Hidden Treasures

Popular themes are, typically, well known to the market. The popular stocks in those popular themes are priced to perfection leaving just the discount rates for the investors. There might be other stocks which are not yet identified with the theme but might be hiding divisions which gain from it. This is the direction to…
Read more

DAILY VOICE: Earnings downgrades could happen in COVID affected sectors in upcoming quarter: Dr. Vikas Gupta of OmniScience Capital

Dr. Vikas V Gupta, CEO & Chief Investment Strategist, OmniScience Capital, believes that given the lockdowns, it is likely that earning downgrades could happen in sectors that deal with perishable goods and services. In an interview with Moneycontrol’s Kshitij Anand, Gupta said that investors should look for companies benefiting from life from home theme that includes WFH,…
Read more

Demystifying equities-Understanding the potential risks and returns

Synopsis Let us decide to increase our risk tolerance. Easier said than done. So how do we go about it? The mantra we will use is “Knowledge Overcomes Fear”. The more you know and understand about equities the more risk tolerant you are likely to become over time. Dear HENRYs & other NRIs, a rational…
Read more

A Study in Stocks: The Science of Investing

Beating the markets or generating investment alpha requires an “edge” provided by unconventional analytical methods. E.g.-The Digital Transformation  (DX) theme benefiting the Indian  IT sector driven by US Technology investments in DX. Vikram and Whittle discuss methods used by Sherlock Holmes and C. Auguste Dupin in their art of detection applied to investing. The next…
Read more

One secret about Dividends

The origins of dividends, why they are paid to shareholders, why dividend yields are low in India and a high dividend portfolio revealed. “What exactly is a dividend, Vikram?”, I asked as we were sitting across the breakfast table in Vikram’s apartment in Mumbai. To escape the New York City cold, I had decided to…
Read more

How first time equity investors can get started

It is better to invest in a portfolio of dividend paying stocks. You are below 40, married, maybe have a child. You have a stable job. Your income is quite sufficient to take care of your EMI and still have significant surplus cash flows. The surplus money keeps lying in your salary account. Once in…
Read more