Sorry to be talking about the world’s greatest investor in a manner in which nobody addresses him. Apologies, again. However, what must be said, must be said. I do not know whether WB suffers from guilt pangs, I do. When I hear about farmer deaths (Monsanto), Kids killing themselves on Mobikes (Hero, Bajaj Auto), Cancer […]
Ego and pride are not really useful elements any where. So even while investing ego, pride, etc. have to be packed away in a box and tightly secured in a box. Many investors I know have made money because of luck or research done by some other person. However when they apply their minds […]
The mistakes that I made in my equity investing have now been well documented. Now I will tell you some more shares where I did not make ENOUGH money. This is the mistake of spotting the opportunity but not having the brain power to stay through the full journey of wealth creation. Infosys: My investing […]
Typically, the advise given is ‘do not be sentimental about your investments’. People also ask me ‘Tell me some shares like shares in your portfolio – like Gillette, Colgate, Hero Honda, LnT, Tata Power, EiD parry,….et al which I can also buy and forget for a long period of time. Hey investing is NOT about […]
There is nothing called a ‘Buy and Hold’. Repeat. There is nothing called a Buy and Hold in portfolio management. Whether it is a Warren Buffet, Peter Lynch, Vallabh Bhansali, Chetan Parikh, …..what sounds like B and H is actually active management. They buy shares and then follow the company through out its journey. In […]
i have a core portfolio – and a small trading portfolio. The amount allocated to the trading portfolio has not changed in the past 4-5 years. Take a bow, Ratan Tata, Tata Motors back to the Jewel position in your crown… In the recent past i had added Tata Motors (dvr), Cholamandalam Investment, Divis […]
Here is a quick list on what I will not write on: -Taxation esp personal tax. There are more than enough people doing this. -Stock specific tips etc. I may do it once in a while, but not as a regular thing, and not something that is useful. I mean I will not do updates […]