I started out in 2007/8 writing this blog. It has been more challenging than publishing a book(s). Now after about 4000 odd articles I realize that I have written about everything that I know (or I think I know). Frankly there is nothing NEW that I can write, I can only hash and rehash.
People do not go and read my articles of 2008, so I can repost or rehash.
After that what? and i refuse to bite the porn bit of saying “Best 10 funds in India now” or stuff like that.
I refuse to do product reviews or even fund manager reviews or fund manager interviews.
I know good fund managers under management pressure to buy shit.
I know good fund houses with corrupt fund managers.
I just do not have enough energy to pursue such stories. Just do not care. I invest in 3 fund houses, now planning to add a fourth one, but not keen on saying which fund house – at least till 2017. Only after I have moved MY OWN money and experimenting.
I am a direct equity guy – because I know my temperament. I need to know a human being well if I have to recommend an equity portfolio. I am too choosy and picky, so dare not do it as a profession. At least not once again. I did it from 1988 to 2001 – that is long enough.
I still do a lot of training – happy to increase the quantum of course – and also have a lot of time to write. Training and meeting people to get their portfolios right is a great amount of stuff to write about. So I have more psychological stuff, and all my analytical stuff is outsourced. So you will find very little mathematical stuff – like Deepak Shenoy’s blog or Pattu’s blog. Yes I write more theory and theory contradictions (which i see).
Seriously running out of topics. help!!
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