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!!

Call it a mistake of our education system or how we learn things, we make a big mistake while investing in equities…and generally in life. Take the case of a person working in a lousy company with no vision, no future, no present and a pathetic past. He/she will call and say “I have an […]

I recommend a disproportionately high amount of money to be held in cash and cash equivalent. For example, I would have more than a decade’s household expenses in cash and cash equivalent. Normally, this is the best way to prepare for a recession. If you are, say, 30 years of age, it is foolish to […]

I have done such articles earlier, but this is on the basis of a request by a young boy (about 22 years I presume) asking me about running and about starting to invest! So here it is… Investing and Running are both individual sports! Well, unlike say badminton or tennis, you do not need a […]