Category: Uncategorized

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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Jul 13

WHY THE OTHERS RULED INDIA AND WE DID NOT RULE OTHERS?

I had posed this question a month ago and the answer to that lies in biology, anthropology and geography more than history. It all starts with putting life into four buckets – Bucket A is 4.5 billion years ago when earth came into existence. Bucket B is 1,50,000 years ago when Homo Sapiens evolved into …

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May 17

MONEY MONSTER : A MUST WATCH FOR STOCK MARKET INVESTORS

I am just back after watching “Money Monster”, a movie starring George Clooney and Julia Roberts. It’s a great drama on how stock market analysts spill out spam from their mouths on TV without knowing the ABCD of that business or promoters. Some of them could be even on pay rolls of promoters/manipulators. And Indian …

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Apr 02

WHY DID NOT INDIA RULE OVER THE TURKS, AFGHANS, PERSIANS & THE BRITISH BUT WAS RULED BY THEM?

This question was asked by  my son who is in class IX. I am looking for a logical answer. I have some theories. I want the readers to contribute some cogent ideas. Anything, except —- we were a divided lot, we were corrupt, we were selfish people,  divide and rule of British. That is all …

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Mar 27

KINGFISHER, VIJAY MALLYA AND SOCIAL PSYCHOLOGY

I am writing after a long break. The markets are in the doldrums, not going anywhere. Good businesses, some select few are selling at attractive valuations. I have partially bought those businesses and partially I am sitting on some cash to further purchase some more businesses if I get an opportunity. On the other side, …

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Jan 05

RESOLUTIONS AND LIFE IN 2016

I wish all of you a very happy 2016. May the lords be benevolent upon you and your kith to shower their blessings and keep you engaged in positive pursuits. The new year is just a date in a calendar. Actually, it becomes a benchmark to start new events or take stock mentally of what …

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Jul 11

UNDERSTANDING HOLDING COMPANIES : A PRIMER

One of my readers, Anshul, has been asking me, “Why do companies have a Holding Company? Why don’t they do direct business? A case in point is Balmer & Lawrie Investments Ltd vis a vis Balmer & Lawrie Ltd.

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May 11

PPFAS LONG TERM VALUE FUND — POST PARAG PARIKH

Last week, we lost a doyen of Indian Value Investing Community. Though, what is investing if not value investing. All investing is willy nilly value investing but 90% of us act like gamblers and traders, therefore the word value-investing has got added to the lexicon of finance.  I never met Mr Parikh, I only followed …

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Mar 29

WHITHER INDIAN MEN???

I watched the movie NH-10 last night and I was disturbed. And then I watched Sunny Leone careening and prancing around on the song Meri Desi Look, Meri Desi Look, Meri Desi Look pe….. And I was disturbed a lot more. There seem to be two Indias.

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Dec 26

DEVYANI KHOBRAGADE AND MUCH ADO ABOUT NOTHING

We Indians are emotional people. We see a young pretty government official being humiliated by the super power USA and we are up in arms. We devote reams of paper, TV time and sound bytes on reacting to an issue which is more sound and fury. That is how we as a people are. No …

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