After saying so many things about my blunders, let me tell you the companies where I made some money too! Lest you think of me as a bumbling idiot…and let us see if there is a pattern.
The companies which earned my family nice money are Coromandel fertilizers, Hindalco, EID Parry, Tata Motors, Cummins, Tata Steel, [...]
This is perhaps the most amusing comment i have read in recent times. I also like N Vittal’s statement – ‘you only hear bali ka bakra, do you hear bali ka haathi or bali ka Sher?’.
Similarly for many of today’s writers (including yours truly) the easiest thing to do is to attack the bakra. Catch [...]
This article appeared in the inaugural issue of Money Mantra a new Personal Finance Magazine from New Delhi…1st Nov. 2009. Have not reproduced the table in excel.
FMCG is suddenly the favorite amongst everybody! Why is this so? Well any fund which clocks 67% return in one year is bound to suddenly attract interest, is it [...]
Sounds very funny does it not? Why would anybody choose to be poor? Or unhappy? Or fail? Well if you read Hindu philosophy in detail you realise the following lessons are taught to you through stories:
You are a function of what you chose to be.
If you are happy you make the choices to be happy [...]
Some businesses are franchises. They have high walls and deep moats around them. Such businesses usually do well in the long run. Some of course create an addiction – ITC is a case in point.
Other companies which come to mind are say Wriggley’s gum. When you are spending say Rs. 5 (or Rs. 20) on [...]
Many friends in the media will feel let down by this post! After all the media spends so much time and effort on the macro. Telling people that they should look at market cycles, inflation, demographics….
Warren Buffet says ” Ignore the Macro, Focus on the Micro”.
Clearly business should be concentrating on what they can control. [...]