Accounting checklist while analysing a company
June 11, 2018
Few checks!
25 Cognitive Biases
June 11, 2018
A Cup of Coffee with a Distributor
June 7, 2018
The Job of an investor is becoming very difficult with each passing day. Information has become the most loosely held commodity, thanks to google. Today talking to management gives hardly any edge because most of them will give you the same tonic which Investment bankers/ Research Analyst would have given them. Judging the capability of … More A Cup of Coffee with a Distributor
Investment Resources
May 27, 2018
Thanks to the Internet! Below are various articles, books, speeches, videos to anybody interested in becoming a better investor. The collection is not complete and I will update it when times permit. The resources are not simply about investing. It is about becoming a better human being. Learning from the success and failure of others … More Investment Resources
Currency depreciation: We are not alone! It’s happening across Emerging Markets
May 24, 2018
What’s changing in UP and Why it matters?
May 22, 2018
Nowadays, most of the companies in Auto and Consumer segment are counting on UP as their growth engine given the low penetration levels across categories in the state. A wonderful note by Spark Capital below on the topic: Why Uttar Pradesh matters? If UP were a separate country, it would be the 5th most populous country in … More What’s changing in UP and Why it matters?
George Soros at his best!
May 18, 2018
Soros (One of the world’s most successful investor) to Byron Wien (Vice Chairman, Blackstone): “the trouble with you is that you go to work every day and you think that because you go to work every day, you should do something. And you do something every day and you don’t realize when it’s a special … More George Soros at his best!
What are you reading?
May 17, 2018
PSU Banks: Hunger still not over
May 16, 2018
Dear PSU Banks, Looks like you guys are running at the speed of a bullet train, burnt almost all the fuel in just one quarter! Please slow down, kindly give some time for middle-class people to accumulate another round of recapitalization money. Anyways, you guys have reached out to us (middle class) at least 5 times … More PSU Banks: Hunger still not over
Premium = Good story
May 10, 2018
Courtesy: Seth Godin
