Author: subra
HR is against Personal finance education!
I was stunned when one CEO said “your lectures are not good for my company”. I did not pay much attention. A few days earlier a fund manager told me that a HR manager looks for people who will work hard get promoted feel worthless about himself/herself converts income into lifestyle expenses works harder to […]
Will Interest rates go up?
Inflation rates in India are either zero or positive. Let me put it this way REAL INTEREST in India is likely to go up rather than go down. If RBI were to look around, there is asset price inflation – RE is not coming down. People are talking about RE being high, transactions may not […]
Value of Focus Investing: Raamdeo Agrawal’s view
I found a person with Rs. 50 crores with 115 companies. Had to be pruned to 25. On doing this, the portfolio started doing well. https://www.bloombergquint.com/markets/2017/10/17/chase-value-not-price-raamdeo-agrawals-focused-investment-approach
Value Investing and current market rates
In the current market conditions can a value investor do anything at all? I mean can he/she buy ? Here..at the cost of disappointing some of the value investors – the purists.. markets are at a price when chance of making losses are higher, be prepared assess the value of a company in TODAY’s conditions […]
Power of compounding…
I have spent my life talking about the power of compounding..here I am enlisting the power of Bloomberg and the great Value creator Raamdeo Agrawal. I do not agree with Raamdeo Agarwal about not including dividends in a Wealth study that he does..but he talks well about Quality, Value, Growth, and now compounding.