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 […]
Many people keep wondering why the ‘poor’ retail investor does not come to the equity markets. Well there are many reasons, but here are some of the reasons that I have heard. Some from people with over Rs. 150 crores networth and some from people who think equity markets are gambling dens. 1. Poor corporate […]
Many of my posts have been saying why one should not buy LiC policies, let me tell you the exact / specific reasons why, and I have these views for the past umpteen years, even pre 2001, when you had NO CHOICE: 1) LiC policies like classic endowment are opaque (this is actually true for […]
In the Indian markets when one asset class is losing, other asset classes also catch up fast. So if you think you have invested in real estate, equities and debt – you may not be diversified enough. In fact if you have diversified across asset classes at all points in time, one of the asset […]
One advantage of being in the industry for long is you establish contacts. …so you hear stories. Some you remember some you forget. Some journalists tell you stories, some call you for stories… If you were in school in 1977 and looked at Arun Shourie with stars in your eyes….you thought all journalists should be […]
Let us see what the law says about Board Composition (some of it is common sense too!): – board should have an optimum mix of Executive and Non-Exec directors – check all remuneration is checked by the Board and approved by the shareholders – check whether the Board has met at least 4 times in […]
Recently a friend of long standing (2nd standard if I am not wrong) commented that my column should be a part of a newspaper and titled ‘Malice towards one and all…” a column which only people born in the 1960s would remember I guess. When ITC (cancer), McDonalds (BP) and Pepsi foods (Diabetes) talk about […]