In 2014 many of us were optimistic about Narendra Modi’s elevation as PM and were hoping that some economic changes will happen. Yes, somethings happened – like banks recovered huge sums of money from people like Ruia who had gone on record saying “I will not repay”. This was the first time that I saw […]

My Youtube channel crosses 200,000 views today. Next target is 5000 subscribers and 500,000 views! https://www.youtube.com/channel/UCoGCxmDfwx7kD4b7F2PVsQA?disable_polymer=true

I posted a video ( https://www.youtube.com/watch?v=HPrgqn8spe8 ) and was wondering whether Hdfc and Reliance have outperformed Berkshire Hathaway – since 1980 (around IPO time for Hdfc and Reliance Industries). The (obvious) pre-condition is that the student has to take into account all the dividends paid by both these companies. Using the Modigliani Miller theory, the […]

Today if you tell anybody anything, they can (and do) check about its correctness on Google. Good show. However using the Internet to do research on what you should eat, how much, at what time is not something that you can learn online. You need to experiment, speak to your parents (if you are under […]

I am a long term investor and am arrogantly proud of my stock-picking skill. I buy and then rarely sell – I do sell when I feel like selling to buy back – and even that hurts sometimes! I have been selling Coromandel International from Rs.570 onwards and have not been able to buy back! […]

Is this a market in which to invest? I spoke to one pharma company, one fertilizer company, – one was very pessimistic and the other was very optimistic!!