If you bought a Hindalco, Tata Steel, Tata Motors when GD Birla and JRD Tata signed the share certificates, you must be a really long time shareholder. We are talking in excess of 50 years here. Even if you bought Nestle, Colgate, Hindustan Lever in the 1970s, you must be a real long time shareholder. […]

The job of an Independent Director in a big company is a huge, huge burden. You need to understand the company’s business, law, accountancy, psychology, body language, greed, – the list is really endless. If you are a CA or a lawyer chances are some company will (or would have) approach you to be an […]

Let us face it, either you are interested in financial accounting and understanding or you are not. Of course all of us are interested in money, but not all of us want to spend time to understand it. So we use our half baked skills, depend on some quarter baked RM, some insurance agent, or […]

Asset allocation is difficult because of a zillion reasons. Let me just write about why it is difficult and why people cannot get it right. Well most of the times. Asset allocation is NOT a wealth creation tool. It is a risk REDUCTION tool, and has to be treated as such. I mean if you […]

Long ago I had posted about my mistakes…let me again write about some recent mistakes. Some are so fundamentally wrong after spending so much time in the market that one keeps wondering why such mistakes happen.. There were 3 companies that I was tracking – I have a position in just one of them – […]

‘Subra I want to quit my job’ Me: and do what, may I ask? I have this conversation with one person EVERY week, and these are the 2 answers that I get: I want to see the world, have a nice life and spend some time with the family. OR I am sick of working […]