I was talking to one of the gurus of value investing recently. He has actually created wealth for a lot of people and of course for himself…I asked him some questions..some stupid questions too..but I am not writing about them. After all I have not done any course on value investing. Here we go…. You […]

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Subra I have a portfolio of debt and equity investments. They are in pension plan, equity funds, some bonds, and some bond funds. I have been getting decent returns but I wish to turbo charge the returns…can you please suggest some more investments to boost my returns? A person I know in Bengaluru who is […]

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Let me start by saying that our portfolio is a function of 2 things – a) what we do and b) what we do not do. Acts of commission and acts of omission. So I did not start my life by deciding what portfolio I should have in my life – how much work, how […]

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Before you buy a share you have a choice of whether to buy. Once you buy a share you need to make more decisions. Far more. For example if you bought 50000 shares of Cholamandalam at Rs. 55 in say 2008. The question you have to keep asking is a) why did you buy? – […]

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Subra one does not know whether I will pop off at 45 or like A K Hangal at the age of 98. So in order to live peacefully, I need to create a serious amount of income and wealth. – So said a reader who is about 40 years of age. He also said ‘the […]

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Whoever told you that Value Investing is easy must be a professor, not an investor! During times of inflated asset prices (where the earnings are refusing to catch up with our ‘expectations aka PE!) an investor needs a lot of patience.  In addition to avoiding eventual (potential I should say) losses by overpaying, patience allows us […]

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At my age attending Investment Conferences is not of much use. Not that I do not have anything to learn, just that I do not have enough time left in life to be implement new learning. So learning is not of much use – except of course to write blogs. What did I learn from […]

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