Mumbai 400072, India
+91-9892140540
info@omnisciencecapital.com

Tag: US markets

Science of Alpha from Safety

US Returns: Emerging platforms that are making investment in US stocks seamless

Published in ET Magazine   Apple, Google, Amazon, Facebook. What can Indian retail investors who want a piece of the action in the hottest technology companies in the world do? Read on @ ET Magazine

A Scientific Investor’s Review Of The SuperNormal Portfolio

Dear Investors: In the previous OmniView we have discussed how the SuperNormal portfolio is created using the Scientific Investing approach. Further, we also provided the portfolio governance process during a time of crisis like the current times. In this OmniView we will introduce you to the key segments comprising the US OmniSupreme portfolio. This is…
Read more

Skechers Can Survive The Lockdowns And Might Be Significantly Undervalued

With $1.37 billion of cash, Skechers can survive for around 8 months to more than a year with zero revenues. Even on a conservative, no-growth basis, Skechers is probably undervalued by more than 25%. Inclusive of growth, the expected total return yield from Skechers could be in the range of 15%-20%. Post-coronavirus world being substantially…
Read more

Reports Of Gap’s Demise Are Highly Exaggerated, And Mr. Market’s Fears Have Mispriced The Stock

GPS management has shown clarity to survive through various possible scenarios of COVID-19 crisis. GPS management has the levers on cash expense management to navigate various scenarios. GPS likely will continue having significant cash flows from online sales, including BOPIS using curbside delivery. GPS is available at significant discounts to its intrinsic value under certain…
Read more

GLOBAL & INDIAN MARKET RETURNS: SINCE GLOBAL FINANCIAL CRISIS (GFC) (2007- 2017)

INR Returns across US, EU, UK, JP since GFC The typical Indian Investor believes that the Indian markets deliverthe highest returns. The Scientific Investor understands that beliefsshould develop from facts. The facts show that the Global marketsdelivered higher returns as compared to the Indian markets overthe last 10 years. Indian investors should consider investing globally.…
Read more