Sorry to be talking about the world’s greatest investor in a manner in which nobody addresses him. Apologies, again. However, what must be said, must be said. I do not know whether WB suffers from guilt pangs, I do. When I hear about farmer deaths (Monsanto), Kids killing themselves on Mobikes (Hero, Bajaj Auto), Cancer […]

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Let us face it, when the market was at 15000 most media stories were how: a) people had lost lots of money in the equity markets, b) how fixed deposits and PPF had given better returns over 3 years c) why people should be scared of the equity markets. One good thing about the media […]

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There is a fantastic group in South India – the Murugappa group – for me they have made money. That is a good test of management. I have been an investor in EID Parry, Cholamandalam Investment and Finance, Carborundum Universal and Coromandel Fertilizers. All these have been in my portfolio for long periods of time. […]

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