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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Peter Lynch managed money for a very short term, but did such a great job that he became very famous. He is also a very good writer – which means he has books which have sold more than a million copies. Awesome indeed. Some of the things that he said are really worth remembering, but […]

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Here is a Master Class of Investment Lessons…..I did this as a lecture for a few managers who communicate with HNI customers… Not necessarily in any particular order…you choose that yourself: 1. Write down an Investment Philosophy Statement like this: ¬†http://www.subramoney.com/2008/02/secret-of-successful-investing-philosophy-statement/ 2. Be clear about your financial goals – and understand that a market fall […]

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Warren Buffet has a fantastic image and a super machinery that keeps his image intact. In fact growing… We saw a few days ago – that WB is: 1. a fantastic CEO of Berkshire Hathaway. 2. His whole portfolio (obviously including the insurance business) is extremely well diversified across industries, geographies, etc. 3. His performance […]

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No this is not a simple post on the Oracle of investing…but just clearing the air for some people. Who is WB? He is a brilliant investor. There is no doubt that he has created a lot of wealth for his shareholder. Does it make him the greatest. Well we will discuss that later on. […]

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Overconfidence while investing is one big problem while people invest. Even worse is a half baked understanding of what the masters have said. Let us take just 2 examples…from the big man – Warren Buffet himself. 1. Diversification is for mediocre people: If you do not know what you are doing, you need to diversify. […]

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I did not want to call this also Warren Buffets’ lessons, but it is one! WB says Short term forecasts are useless. He says “the forecast tells you more about the forecaster than the subject matter of the forecast” Cahrlie Munger and WB concur on one thing “market forecasts are like poison” it should be […]

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