It must have been in 2006 when a senior banker asked me to meet his neighbor’s cousin. She had lost her father (her mother had died long ago) and was having some problems understanding her late father’s portfolio. She had no clue of her father’s portfolio, but she kept saying that he would regularly buy […]
Welcome the Bear Markets! Although we are seeing a furious rally last in the past 4 months, are we already in the bull market or is it just a bear market rally? If you said “I do not know”, welcome. This is a good thing. Smart and Legendary investors understand this. Ordinary investors don’t. If […]
I have a brilliant friend who has worked for many big and important media houses. He told me once – when he was heading a magazine – “I have made up my mind, please do not confuse me with the facts!”. This was when he was doing a story on mutual funds and unit linked […]
To be invested in equities I normally look for the following characteristics in an individual. Will enumerate them here, but when I make such a statement, I mean really heavily in equities – like say 85% on a portfolio BELOW Rs. 5 crores. Beyond Rs. 5 crores, frankly ratios do not matter. I know a […]
Equity Research – a topic on which many people want me to write has no known boundaries! What all should one know for doing Equity research? Well right from Anthropology to Zoology, there is no topic which is not part of E.R. Do these 2 news items have anything to do with Equity research? http://www.business-standard.com/article/companies/westbridge-sequoia-eyeing-bumper-returns-from-vasan-114021901453_1.html […]
If you had asked me a question in 2008 or 9 – which was a better strategy – buy and hold or trading – I would have said buy and hold. In 2014 I am not so sure. In the year 2012 and 13 I have done lot more trading than I would ever have […]
I am completely at a loss to what to write about Equity Research. Really. Either I know so little, or there is some serious lack of clarity about where to start. So instead of writing about Equity Research let me tell you what all one should know about life to be a good stock picker. […]