Category: Equity
Investing – the good and clean way
The Unusual Billionaires – one book which I have been postponing…but will read shortly! The author Saurabh Mukherjea, of Ambit made a presentation at the Morningstar Conference in October, 2017, Mumbai. Here are some excerpts… Most of us know that investment decision making is about fundamental investing. The fundamental investing starts with looking at the […]
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
Some more market learning
Some market observations…not all original… Time is more valuable in equity markets than money the longer you stay the greater the chance of winning in equity markets costs, fees, taxes do matter if you can save […]
Problems of a Value Investor
It is not price, but what value you are getting for that price that a Value Investor looks for. What is needed to be a Value Investor? Tremendous discipline and tremendous patience to sit on cash for long periods of time. Every day that you do not buy the market mocks you. You look like […]
Risk free equities…
Subra is it all right to park some money in an index fund for a few months – say 18 months asks a reader? Tough ask, but a fair question I thought. The Sensex has been behaving very well even over short term periods of say 15 months and like Riddham Desai said at the […]