Disclaimer: THIS IS NOT A PAID POST (Lol). However I am a trainer with many fund houses and to that extent there is a vested interest. Further disclaimer that I am a direct equity investor, and I do not invest in an NFO or a concentrated fund. However banking and pharma industries are very difficult […]

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The mutual fund industry especially the distribution side is going through a lot of turmoil. It is difficult, but not impossible for me to be totally unbiased, but the numbers look bad. Let us see for whom it looks bad. At the top, we have 68000 odd distributors who are qualified to receive sales distribution […]

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How to sell? well we can make a salesman’s job easy by doing some marketing, right? Since we do not have much primary research in this country, we have to depend on USA and assume that the same things are happening in India too. The amount of time that people are spending on cooking must […]

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Let me clarify – I have not spoken to RJ in over a decade, and not seriously over 3 decades. This post has nothing to do with his portfolio picks that I know by speaking to him, but only from the press. I track Mr. Warren Buffett far more than I track RJ – I […]

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The word Margin of Safety is linked to the time frame too. Omg amusing or confusing? Well if you see a share at Rs. 50, and you think it has a value of Rs. 100, and it doubles in one year, you have got 100% return. Suppose your target was 16%, what happens if you […]

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i am planning to do a series on the questions that doctors want to ask about their business finance, buy a dispensary or a house, investments, mutual funds, foreign travel, children’s education, ….etc. whatever your question..please ask in the comments section… planning to do a series…or a book perhaps? please ask soon….

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I am planning to do a series of articles on Value Investing – too much of s@@t is being written in the garb of V.I. hence the need to write…. The problem with direct equity investing is that the returns are skewered. So if a few good shares give you amazing returns, remember that they […]

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