Category Archives: Uncategorized

WISH YOU A VERY HAPPY 2017

Posted on December 31, 2016 by Fauji

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 … Continue reading →

Posted in Stock Investing, Uncategorized | Leave a comment

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

Posted on July 13, 2016 by Fauji

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 … Continue reading →

Posted in Uncategorized | 1 Comment

MONEY MONSTER : A MUST WATCH FOR STOCK MARKET INVESTORS

Posted on May 17, 2016 by Fauji

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 … Continue reading →

Posted in Behavioural Finance, Uncategorized | Leave a comment

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

Posted on April 2, 2016 by Fauji

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, … Continue reading →

Posted in Uncategorized | 5 Comments

KINGFISHER, VIJAY MALLYA AND SOCIAL PSYCHOLOGY

Posted on March 27, 2016 by Fauji

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 … Continue reading →

Posted in Behavioural Finance, Uncategorized | 2 Comments

RESOLUTIONS AND LIFE IN 2016

Posted on January 5, 2016 by Fauji

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. … Continue reading →

Posted in Uncategorized | 4 Comments

UNDERSTANDING HOLDING COMPANIES : A PRIMER

Posted on July 11, 2015 by Fauji

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.

Posted in Uncategorized | 2 Comments

PPFAS LONG TERM VALUE FUND — POST PARAG PARIKH

Posted on May 11, 2015 by Fauji

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 … Continue reading →

Posted in Mutual Funds, Uncategorized | 5 Comments

WHITHER INDIAN MEN???

Posted on March 29, 2015 by Fauji

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 … Continue reading →

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DEVYANI KHOBRAGADE AND MUCH ADO ABOUT NOTHING

Posted on December 26, 2013 by Fauji

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 … Continue reading →