The one single advantage of running a blog is that people ask some really intelligent questions too!! One such question was “Can I invest my RETIREMENT money, the way Warren Buffet suggests?” I realised that this question comes from the 2013 letter wherein WB says “he says his will stipulates that cash be delivered to […]
Assume that you have a choice of investing in a very wide range of assets – Developed market blue chips, developed market international mid cap, US value stocks, Europe Growth stocks, Asean Bluechips, Indian Bluechips, Indian midcap, India value fund, ….and you have invested in them. Chances are when you are looking at this portfolio […]
At the end of every year people (especially writers of personal finance) create one chart showing the returns of various asset classes. If you are international then you make a chart consisting if Developed market equities, developed market mid cap, small cap, REITS, Bonds, etc. then Emerging market blue chips, Mid caps, Bonds, ..etc. If […]
The more you see the investing and business patterns of the big players, rather the more successful ones, you see one big word: Consistency. Look at Hdfc. Dull boring business. IN the 1980s they could have been easily lured into the cement business, right? The great financial media would have lauded it as a ‘great […]
You may find it ridiculous that I am saying this, but I have some awesome news for you. Normally in an environment where the media pushes you for trading – have you noticed them saying “have a good trading day”(sic) you think all investors think of the short term. It is not so. I do […]
If NaMo and his team do good for the country, that will be good for the economy, so that will be good for the companies, so it will be good for the shareholder, right? Not so fast my friend. Let us see what happens when by some quirk of fate competition is shut out. Take […]
I am going to give you 2 sporting examples. One of course is Cricket and the other is Running. Rahul Dravid is not the most spectacular of batsmen. However he knew one thing – the total number of runs that he scored depended on the amount of time that he spent at the crease and […]