Where exactly are we headed? – A government which has no clue what is happening. The Finance Minister talks about a 8% growth. The reality is more like a 6.5% growth (well the government says 7.1 with a downward bias) -The Rupee headed towards 55 if not worse. -The RBI wondering what to do. It [...]
‘The biggest risk in a portfolio is the portfolio creator’s inability to understand risk’ I have no clue whether Mark Twain, Warren Buffet, Peter Lynch, Taleb, or anybody else has made this statement…if they have not, here is a original statement from Subramoney. As originals are very rare, please remember you read it here first. [...]
http://www.subramoney.com/2011/06/investing-books-the-must-read-types/ Many people keep asking me for a list of books to read – books on investing. I had put together a list and I do keep making some changes in them…so instead of making a list again I have put the link to the same article. Books [...]
Here is a complete and full list of books that I like my students to read. Extremely long, and randomly written i hope to write reviews on all these books and it should be available soon. Some of these book reviews have already appeared in the In house magazine of BSE called Sensex. Best Investment [...]
This is an old idea – many people have said it. Particularly Peter Lynch has said this many times – buy things you are familiar with, what you cannot describe in a picture is not worth buying, etc. There is of course a lot of justification to own shares like Gillette, Colgate, Hindustan Unilever, ITC, [...]
http://www.subramoney.com/book-written-by-me/ Here is a complete and full list of books that I like my students to read. Extremely long, and randomly written i hope to write reviews on all these books and it should be available soon. Some of these book reviews have already appeared in the In house magazine of BSE called Sensex. Some [...]