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Tag: US markets

Science of Alpha from Safety

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…
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Omni Supreme & Omni AIoT: Providing Exposure To Multiple Growth Vectors

OmniScience runs two US strategies, viz., Omni Supreme and Omni AIoT. Both strategies are based on the Scientific Investing Framework which focuses on selecting from the investment universe by eliminating Capital Destroyers, Capital Eroders, and Capital Imploders; and, creating a SuperNormal Portfolio of SuperNormal Companies at SuperNormal Prices from the Capital Multipliers which remain. This…
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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…
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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,…
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US market valuations not expensive, opportunities in niche segments still attractive

US market valuations not expensive, opportunities in niche segments still attractive Concentrate on segments such as information technology, consumer discretionary, consumer staples, communications and industrials Despite the COVID-19 crisis, the US economy did quite well in 2020. According to the Fed’s Economic Projections on Dec 16, 2020, the real GDP for 2020 is expected to…
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Build stock portfolios outside the index overseas

Synopsis “While there is a bubble in stocks like Tesla and Netflix there are a lot of individual stock opportunities available and investors can build a portfolio of companies with good fundamentals and fair valuations,” says Vikas Gupta, Chief Investment Strategist, Omniscience Capital. https://bit.ly/3hD8ASD

Omni Supreme US: Scientific Investing in the Land of Opportunity

Omni Supreme US: Scientific Investing in the Land of Opportunity US Supreme segments provide exposure to four different growth themes Omni Supreme US is the multi-cap investment offering where the portfolio is selected from the top 1500 large, mid and small cap stocks There are four key investments themes that the multi-cap portfolio gives exposure…
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Is the Economy on a Great Rebound?

Is the Economy on a Great Rebound? The ‘Great Rebound’ of the Economy offers a Great Investment Opportunity Economic data points indicate that economic activity has already rebounded and reached levels seen pre-Covid-19 This ‘Great Rebound’ is supported by the fact that the outlook for the next several quarters and for the next 2 years…
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Moneycontrol Poll: 65-66% respondents want to invest in US equities as brokerages offer platforms

(Published in Moneycontrol) With more and more brokerages offering a platform to trade and invest in the US market, a large number of India’s retail investors appear to be ready to bet on US equities. OmniScience Capital’s views in the Moneycontrol article  

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