If I do a quick analysis of my portfolio, I have made money largely from companies very high on compliance. The groups are Tata, Murugappa, Sundaram, Birla, Hdfc, Multinational companies. Not sure whether clubbing Multinational companies in one group makes sense – largely it is the American companies which have shared their prosperity with their [...]
Let us consider 2 investors A and B (I thought a long time before choosing A and B was wondering whether to use real names, then thought it does not matter!). They both have the same income, went to the same school, married similar girls, have similar risk tolerance levels…well they are almost twins. A [...]
Whenever you interact with people and are in some service – or when you are taking risks, making things happen, interacting with others, or in the public eye – you are bound to make mistakes. This is like if you are cycling the question is not ‘have you fallen’, the question is ‘when did [...]
Once in a while you think back in life and like the Englishman says “One day if you can look back and laugh…it could not have been that bad after all” These are not about the troubles I have gone through. God knew (knows) I am perfectly not capable of handling problems, so does not [...]
We saw how your brain makes you do things which are bad for you as an investor….let us see how to combat it. Importantly, read these aloud and repeat it a zillion times, maybe everyday before you even SEE your portfolio: 1. I will invest in education much before I invest in the markets: Nothing [...]
Mansur Ali Khan Pataudi, aka tiger the immaculately dressed Englishman in Indian skin breathed his last. He listened to another Englishman who said – the age to die is ’3 score and 10′. Well Tiger lived to the age of 70. Like in life, so in death, he was perfect. I saw him on a [...]