Nov 29

Correction in the Markets and What should an Investor do?

I wrote in August, in my last blog that the Sensex could correct sharply. It was at 37852 level on that day. It defied my logic, as the markets are always illogical. It peaked at 38896 a fortnight later on Aug 28, 2018.  And then  it did correct sharply.  In two months or approximately 40 …

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Aug 14

Sensex likely to Correct Sharply from 37852 so Keep your Cash Ready

I have not written my blog for the last few months for two reasons:- (a) A whole lot of wise people are tweeting, and re tweeting the lessons of Munger and Buffet. A lot of people are also  writing their own Memos . If not all of them, at least some of them are a …

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Jul 26

PEDIGREED Initial Public Offering FORCES BREAK OF SABBATICAL

Hi Friends It has been a very long time since I put my fingers to a keyboard on this blog. I was waiting for some opportunities to advise you. Activity is not equal to making money in the stock markets. Just staying still like a Zen Monk pays better dividends. I was waiting for some …

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Dec 31

THE BEST Rs200 INVESTMENT FOR 2018

Last year I just wrote 6 posts. Throughout the year I did not find ideas to invest in. The returns have increased on older ideas. New ideas giving phenomenal returns was difficult and  tedious. As Buffett says, finding a needle in a haystack. A lot of people ask me you don’t advise anything with an investment time horizon …

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Dec 26

IT’S THAT TIME OF THE YEAR AGAIN

It has been sometime since I wrote. The stock markets were for most of 2017 fully in control of the bulls or optimists. As I write this Nifty is not only at an all time high of 10500 but also is almost touching a high PE multiple of 27. That’s expensive by any standards when …

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Aug 24

SHOULD I INVEST IN A HOLDING COMPANY?

A Holding company is a parent, who invests in a working child who has the energy and temperament to work hard, earn and give something back to the parents without their physically working. That in a layman’s term is a holding company and a parent or operating company’s relationship. One of my readers’ , Anshul, …

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Aug 07

WHEN WILL THE MARKETS CORRECT?

That’s the question I am being asked very often these days. Ever since, my last blog post, I have been inundated by my readers and friends with two questions:-

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Mar 13

NIFTY AT 10000 LEVELS

I usually do not hazard guesses. But the landslide victory of the Bhartiya Janta Party(BJP) in the biggest electorally meaningful state of Uttar Pradesh, day before yesterday seems to compel me to WARN INVESTORS because stock market pundits and soothsayers will start building stories to befuddle you.

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Feb 18

WHICH MUTUAL FUNDS TO INVEST IN?

A long break. Actually nothing exciting happening on the economy front but a lot happening on the behavioural finance front. In the last one month I have received six queries about which mutual funds to invest in, Or is this fund correct for me? Or I have these these funds in my portfolio and my …

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Dec 31

WISH YOU A VERY HAPPY 2017

I wish all my readers and their families a very Happy 2017. 01 Jan of every year is just a milestone kind of thing, same as birthdays and anniversaries. They become pegs around which we hang our decisions.  Actually how many of them do we follow, is the only material fact. I had made a …

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