I was stunned when one CEO said “your lectures are not good for my company”. I did not pay much attention. A few days earlier a fund manager told me that a HR manager looks for people who will work hard get promoted feel worthless about himself/herself converts income into lifestyle expenses works harder to […]
Inflation rates in India are either zero or positive. Let me put it this way REAL INTEREST in India is likely to go up rather than go down. If RBI were to look around, there is asset price inflation – RE is not coming down. People are talking about RE being high, transactions may not […]
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
In the current market conditions can a value investor do anything at all? I mean can he/she buy ? Here..at the cost of disappointing some of the value investors – the purists.. markets are at a price when chance of making losses are higher, be prepared assess the value of a company in TODAY’s conditions […]
I have spent my life talking about the power of compounding..here I am enlisting the power of Bloomberg and the great Value creator Raamdeo Agrawal. I do not agree with Raamdeo Agarwal about not including dividends in a Wealth study that he does..but he talks well about Quality, Value, Growth, and now compounding.
Yes you read it right. I said it. Market is always wrong. Let me clarify. I have seen a shitty company like Silverline, Crest Animation, Himachal futuristic, Global Tele in 4 digits and wondered why the hell would they quote at such high valuation when the balance sheet had NOTHING. WELL almost nothing. Sure the […]