Category: Stock Investing

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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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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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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Nov 02

SELL NOIDA TOLL BRIDGE

Sometimes, one writes with a heavy heart. I guess today is one of those times.  I had been a proponent of investing in Noida Toll Bridge Company Ltd(NTBCL) for its free cash flows, debt free business and a moat which was a secure Government Agreement between ILF&S and the UP Govt.  The SC judgement on 28 …

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Oct 19

INVESTMENT IDEA : DIWALI PICK

I normally desist from giving out right stock recommendations, not because I cannot, but because my outlook is 15-20 years whereas a lot of my readers despite my advice have short term views. This leads to a dichotomy. My recommendations are for wealth

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Jan 19

MARKETS ARE SCREAMING BUYYYYYYYYY

I wrote some resolutions a week back. A week is a long time in stock markets. The markets worried about China have dived south. And the entire Indian stock markets have also been hit by the Chinese wave. Where do we stand? What should you do? 

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Sep 13

BE A PATIENT OPPORTUNIST

I have not written for a long time because there was nothing which was happening much in the markets. I mean the markets were at stretched valuations. Then in the last month, the values of businesses collapsed and they are again cheap. Some good businesses like Axis Bank, Noida Toll Bridge and Vaibhav Global have 

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Jul 06

WHICH BUSINESSES TO BUY OR COMPANIES TO INVEST IN??

I got a comment rather a query from a reader asking me how do I select companies to analyse and invest in? It’s a million dollar question. And the key to becoming rich. I learnt it after a lot of hits and trials after 20 years of my investing career. And that was a Eureka …

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