Recent Posts Tagged With investing philosphy

• Delisting - Interesting Play

  Posted on Friday March 12th, 2010 at 10:54 pm in special situations investing philosphy

  I have been involved in multiple delisting opportunities where I work closely with my friends Rohit Chauhan and Arpit Ranka. Rohit had written on his blog about one of the delisting opportunities that we had analysed and were involved together. The c...

• “Everybody has a plan …..”

  Posted on Wednesday November 25th, 2009 at 08:34 am in investing philosphy

  “Everybody has a plan till they get punched in the face”. This brilliant quote can be credited to the famous American philosopher “Mike Tyson”J . ( His detractors might point out his fetish for ears but didn’t Vincent Van Gogh also cut off ...

• Paradox of Choice - Prof Barry Schwartz

  Posted on Saturday November 21st, 2009 at 07:28 am in behavioural finance investing philosphy

  Prof Barry Schwartz's Talk on the "Paradox of Choice" at the TED conference. It has very interesting implications beyond the fact of why we still savour the limited choices that Doordarshan used to offer as opposed to the plethora of channels now wh...

• Where do we go now?

  Posted on Tuesday August 25th, 2009 at 11:43 pm in investing philosphy

  I remember a interesting exchange that Taleb had written in one of his books either the “ Black Swan” or “ Fooled by randomness”, I cant recollect which one.In one of the customary morning meetings that are part of all securities firms one of...

• Profit Growth versus EPS growth

  Posted on Thursday August 6th, 2009 at 08:47 am in investing philosphy

  Sales up 15%. Profit up 20%. I am sure you have seen a lot of advertisements over the last few days which look fairly similar. So where is the gap in this storyline? Does all this profit growth necessarily translate into EPS growth? The answer is no...

• May the force be wth you - Part 2 ( Industry Strikes Back)

  Posted on Friday July 31st, 2009 at 09:09 am in investing philosphy

  I have at numerous instances in life encounter people who argue with me that education is not a necessary condition for success. The classic example that they quote is of Dirubhai Ambani. Look at what he achieved as a school dropout. Didn’t Bill Ga...

• May the force be with you

  Posted on Wednesday July 22nd, 2009 at 09:13 am in investing philosphy

  I remember Obi Wan Kenobi telling Luke Skywalker in Star Wars “ May the force be with you” and “ Use the Force Luke”.It brings back memories of a era gone by and reminds me also of something that I read a long time back Michael Porters “ 5...

• Odds & Ends

  Posted on Thursday February 12th, 2009 at 12:56 am in investing philosphy

  On one of my previous post regarding Alex from Moneyvidya posed a question to me and I quote him“Are margins of safety not based on intrinsic values which can only be estimated from the fundamentals. Do you know of a way to create or measure a marg...

• Déjà vu

  Posted on Saturday February 7th, 2009 at 12:03 am in books investing philosphy

  This story is about a organisation which was structured to look at potential mispricing in the bond markets in terms of spreads between 2 instruments and look at those spreads reaching the long term average. The organisation worked its models around ...

• The Satyam Saga - Key learnings

  Posted on Wednesday January 14th, 2009 at 01:15 am in investing philosphy

  Lot has been written on the Satyam Saga and I had earlier posted on it when the Maytas deal was announced by Raju. The intention of this post is not to run threadbare on the scam as there is enough information in the public domain on this. I intend t...

• We learn from history that we don’t learn from history - Part 1

  Posted on Friday October 10th, 2008 at 06:51 am in random thoughts investing philosphy

  This is amongst my favourite paradoxes and I savour the deep meaning that the paradox throws at us.It is human to experience the wide range of emotions which enrich our lives. From the exhilarating highs to the depressing lows. Markets are like mirro...

• Sachin Tendulkar, Rahul Dravid, Rakesh Jhunjhunwala

  Posted on Friday August 1st, 2008 at 08:42 am in investing philosphy

  What does Sachin Tendulkar have to do with Investing? I think a lot and to me forms the basis of how I approach investing.Sachin Tendulkar is a phenomenonal batsman and a thinking cricketer. He clearly the best batsman this country has produced if th...

• Oversexed guy in a whorehouse.

  Posted on Tuesday July 1st, 2008 at 07:35 am in random thoughts investing philosphy

  Warren Buffet once quoted this when Forbes asked him how he was feeling with the market crash in 1974Well that’s how I am feeling :-). Unfortunately unlike Buffet, I don’t have the spare money to enjoy (and a wife who is watching over my shoulder...

• Yeh na thi Hamaari Kismat ……

  Posted on Monday June 23rd, 2008 at 12:14 pm in random thoughts investing philosphy

  Yeh Na Thi Hamari Kismat, Ke wisaal-e-yaar, hota,(It was not in my destiny, to be united with my lover)Agar aur jeete rehete, Yahi Intezaar Hota (If I had lived any more , I would still be waiting for it) …… Mirza Ghalib Well what does Ghalib ...

• Innovation and Investment

  Posted on Monday June 16th, 2008 at 10:57 pm in random thoughts investing philosphy

  I was reading the BusinessWeek dated last week of April ( better late than never :-)). The cover story is about the annual global survey that BusinessWeek does on the “Most Innovative Companies”.It was heartening to see two Indian companies in th...

• Black Swan

  Posted on Thursday June 5th, 2008 at 05:31 am in investing philosphy

  “Black Swan” is a book written by Nassim Nicholas Taleb. The central thesis of the book is the inability of the human mind to either visualise or predict event which have great impact on markets and life in general. The “unknown unknown” as h...

• Damn Right, I’ve got the blues

  Posted on Wednesday May 7th, 2008 at 09:41 am in investing philosphy

  Who hasn’t got them. We all have the blues and the blue chips too. Pick up any pink newspaper and hear the ultimate gospel about stock investing. “ Pick bluechips at any price and hold them for the long run” and voila you will get rich. Warren...

• Comfortably Dumb

  Posted on Sunday May 4th, 2008 at 09:59 am in investing philosphy

  I want to reach a state of being “Comfortably Dumb” and hence attain my state of nirvana when it comes to stock investing. The stock markets are made of millions of participants vying with each other to make money. So what options does the averag...