Category: Personal Finance

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 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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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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Oct 27

Noida Toll Bridge Company Limited and Allahabad High Court Judgement

Yesterday evening, the Allahabad High Court has passed an order that the DND Toll Will be removed and the commuters moving from Noida to Delhi and vice versa can move freely. It is front page news in all dailies overshadowing the Mistry-Tata wars. The share price has lost 20% in one session and there are …

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Aug 23

IS THERE AN ASSET BUBBLE BUILDING UP IN THE WORLD ECONOMY?

Are  we  heading for another crisis like the sub prime crisis? I think we are.   I am confused with the  negative bond yields and interest rates in Europe and Japan. What is happening, man? I am just thinking of scenarios. You are paying a borrower to keep your money. Yeah, you read it correctly. …

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Dec 11

DEPRIVATION SUPER REACTION SYNDROME AND MY WIFE

My wife is not a value investor. She is an impulsive buyer. She is under the spell of American Marketing Whiz Kids and Psychologists. I have seen her a number of times going for shopping to malls. The shopping mall is a completely American invention which encourages useless and impulsive buying and plays on your …

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