Caveat: this is not a paid post. I don’t invest in IPO. There is a huge euphoria in the market about SBI Cards IPO. And this is true too – the demonetisation of 2016 has dramatically increased the demand for Electronic payments. So there is a demand for E payment like wallets, credit cards, U […]

I did a small stand up comedy….here..please comment..thinking of a new career…   https://www.youtube.com/watch?v=cubfocvbb0M&feature=share&fbclid=IwAR3dzVwjrl6y1tMAXr_AETvgV0i-cDcLkRHciQC0ygBUdbpE6MjgweTzKWU  

A ‘wealth manager’ – i mean a person who deals with an individual as an individual and NOT as an employee -is the target of this article. If you are a bank manager this may not be relevant for you. So as an IFA or a MFD (politically correct word) you meet clients and ask […]

Cafemutual did their event in Mumbai…at Taj Lands End Mumbai…and here is a summary of what happened… Three CEOs of the mutual fund industry – Sunil Subramaniam, MD, Sundaram MF, Kailash Kulkarni, CEO, L&T MF and Ashutosh Bishnoi, MD & CEO, Mahindra MF – emphasized at CIFA 2020 the the importance of finding niche to […]

The fall of 1448 points of Sensex on 28 February 2020 was a big fall, but it was not the biggest fall ever. I have been in the markets since 1979 and have seen bigger falls. However, this has been the biggest fall in the value of my portfolio. Obviously, in absolute terms. I have […]

It is difficult to disagree with Warren Buffett. However, remember that India is not USA, and I am not a big investor like him. So that’s the caveat… I do think that Management is bigger than the business – Ramdeo Aggarwal says Management is multiplicative. So damn true. If you take 1 billion and multiply […]

Even in the USA Value investing is under great pressure, and Growth Investing has outperformed Value Investing over a decade. Remember this is not how it was – in fact the numbers over the century still favor Value and not Growth. I love value investing just because it forces you to follow a process. I […]