This is continuing form yesterday… Many people who ask questions like “Is Sun Pharma finished” or “Should I short Hdfc bank” or “Is this the end for Lupin”…amuse me. Not because they ask such questions, but they have no ability to process questions which I ask them further. I never ever initiate such questions, but […]

Subra did you see the RBI note about Hdfc bank? Oh yes I got at least 12 forwards on WA…mostly from one ‘strategist’. So yes I was forced to see it, and read it. It has poor scores on internal audit, operational risk, risk governance…. Subra: Yes I saw all that…so what are you asking […]

You have just met a promoter who is a brilliant communicator. He has an impressive office (whatever it means to you). He has a good looking team (what else did you understand any way), he tells you he will make cash soon. He has 2 of the most famous people you know on his board/advisory […]

Equity, Sales, Golf, Chess – things about many books are written..and NEVER been mastered by anybody! Nobody can claim to be a master in these 4 things. You can be very good, great, super – but not invincible. I believe this is true in case of Bridge too, but I do not know. Don’t play […]

Do you know what is defensive medicine? Well it is more an American concept, it is a concept where a doctor does some procedures which are unnecessary, just to protect himself from prosecution in the future. Sounds difficult to believe? One famous Indian doctor said “when a doctor is extremely successful as a surgeon..remember he […]

I am so happy and grateful to God for certain things. One is clarity of thought – which meant I prefer an Internal score card to an External score card. This means I can live in Mumbai – and live without a car. I do not need it. Just one example. Also when you are […]

Suppose one day God comes and gives you some supernatural powers. He says “you will be able to see the future of all the people you know, your friends, relatives,…but you cannot prevent a bad event from happening and you will not be allowed to say it to the concerned person”. So you go to […]