It is customary for ANALysts – today it means the whole Indian population MINUS the fund managers whose portfolio is on a public platform. It of course includes FM of the past who had the privilege of  ……….. their clients portfolio. (you can fill in the unparliamentary word in the blank). So suddenly Prashant Jain […]

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If you have your money in YES bank, RELAX. Your money is stuck there for some time. Yes the RBI is saying 30 days, but it will take perhaps 60 days. Nothing is lost. Does not matter if you have 30L or Rs. 10 crores – however if that is your working capital, it is […]

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So Subra where have you LEFT your mother? A friend asked this question. I was a little amused, because my parents were never “kept” or “left” by me or my sibling. They were (and my mother is) physically and financially independent. Yes they may need a little help here and there..but lets say my Mother […]

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The market consists of investors and traders. Most of the liquidity is provided by the traders. So traders must have gone long in YES BANK because there was a rumor about LIC and SBI taking a stake – aka bail out. This means good things for the bank. However the share got valued at Rs. […]

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Many people bought Yes bank. Especially recently at 300, then 200, then 100, then 80…40, 30. Now they will realize that averaging has one huge advantage. Their average loss per share has come down dramatically. Yes of course, they have lost all the money. Swaha. Some of us knew that the Yes Bank balance sheet […]

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Creating wealth over long periods of time..requires compounding. Yes, starting early, compounding and far more important not to interrupt the compounding. What other characteristics do you need…? Well here is my summary….. Ability to accept your mistakes – I bought GMR Infra – at 71 and sold at 69 the minute I got the news […]

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Caveat: this is not a paid post. I don’t invest in IPO. There is a huge euphoria in the market about SBI Cards IPO. And this is true too – the demonetisation of 2016 has dramatically increased the demand for Electronic payments. So there is a demand for E payment like wallets, credit cards, U […]

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