Everyone interested in stock markets these days has following perception:–“Markets have not done anything in last 5 years. The index has not moved anywhere at all!!” And that is true. Numerically speaking, markets seem to have done almost nothing in last…
Read More Last 5 Years, Next 5 Years – A small study on Indian Stock Markets
A young reader (Dhruv) in his early 20s asked us a question. He has 25K to spare every month. He wants to know his options if he wants to invest this money (every month) for next 25 years. As we…
Read More Mailbag: 22 years old & ready to invest for 25 years!!
A friend recently asked me about how to invest in mutual funds. He said that he was aware of the concept of mutual funds and was ready to invest Rs 10,000 every month for next decade or so. As…
From a high of 185 in January 2013, IDFC has grinded down to 128. That’s a fall of close to 30% for a large cap financial institution. We like IDFC as a good long term portfolio pick. So this 30%…
It’s been a while since we last posted. This gap is because of some prior commitments and also because of laziness on our part. Nevertheless, we are back. But it seems that since beginning of this month, everything has started…
The perfect business. Is there such a thing at all? Do you know of a business which might qualify as a perfect business? Oil? FMCG? Trading? No... these may be good businesses, but there is one which is much better. And…
Disclosures: No positions in Infosys. Sometime back, Infosys came out with its Annual Report. And since I had no positions in the company, materially speaking I am not affected by it. But since Infosys has a lot of negative sentiment going around it, I…
Read More If you are a Infosys shareholder, then you should read this…
We are students of the Capital Protection School of Thought*, which is built on the thought that "Return OF Capital is more important than Return ON Capital".* There is no such school in real life :-)You might feel that if our prime motive is…
JustDial is an online Indian search engine. The company is coming out with an IPO with a price band of Rs 470 to Rs 543. To voo retail investors, it is offering a 10% discount and a safety net, which would be triggered in case…
Strange.... isn't it?You must be thinking that how a boring recurring deposit (RD) can help make money in stock markets?Though it may seem a bit strange, the fact is that it can be done easily. All it requires is some common sense…
Read More How to use Recurring Deposits to make money in Stock Markets!!
If you belong to the same generation as me (born in mid-late 80s), then chances are that you would have heard about NSCs, but would not have invested in them. But if you are of a generation prior to me,…
Read More Unique way of investing in NSC (National Savings Certificate)
We are in process of making an annual assessment of our Dead Monk’s Portfolio. In our last post, we tried to questioning portfolio structure. We eventually arrived at a conclusion that Core-Satellite structure has worked for us and we are…
Almost an year back, we came out with our strangely named portfolio – The Dead Monk’s Portfolio. For those who don't know about the origin of this name, we suggest you read this. Though one year cannot be referred…
Finally, we have the winner for 'Stock-In-A-Mug' contest. And the winner of the contest is Rakesh Kumar Gampa.His stock pick of Maruti Suzuki gave him a return of 9.73%, which was highest among the 53 entries received.Stocks giving highest returns between…
Everyone remembers the bloodbath on Dalal Street in January 2008. But what panned out over the next one year was something which changed lives of many people who had the courage to take bets on great businesses. With markets trading…
Read More A look at major Indian stocks during the bottom of 2009 stock market crash
