I am asked this question very often. Typically it is “I bought GMR infra for Rs. 70, now it is 8 what should I do?” or “I bought Jain Irrigation DVR for Rs. 54 about 3 years ago it is now at Rs. 57 what should I do”. This request comes in the form of […]
I am not a big advocate of stock market advisory. Just too much about stock market investing has to be LEARNT and very little can be taught. There is too much of common sense. Some of it looks like it is ‘obvious’ but I have seen too many people fail doing even this. So here […]
When people inherit a portfolio and it is small, they should sell it off and invest it in mutual funds. I strongly believe in this. What should you do if it is a reasonably big sized portfolio? Should you let it lie and ‘hope’ it will continue to do well without the love and attention […]
I have some reasonably serious checklists (Charlie Munger, I had these lists before I knew that you had them!)..so let me share what are my check list items, and How I break the rules at times… What do I look for in a company before I invest? well I look for good management – for […]
Trying to talk to wannabe investors is getting very difficult. People come with a pretty bruised life. They have lost money in options, they have lost a lot of money in trading, they have a ‘portfolio’ which is really a dhobi list of a few shares bought, and there is no logic. They have made […]
When you have lived long enough on the planet, you have one great thing – the ability to look back. The even better thing is that your mind has eliminated all your mistakes, anxieties of the past, etc. so you remember the event EXACTLY the way you wanted it to have happened, and not as […]
The Indian equity markets have gone nowhere for a long period of time now and people are losing patience…wait a minute are they? The numbers are impressive new SIPs every month. The IFA community may be shrinking but the online aggregators and banks are more than compensating for the dropping out of the IFA. There […]