Caution: Lots of Graphs ahead. :-)Its been one full year since I started tracking PSU Bank stocks using a 10 stock portfolio. The catalyst for putting this portfolio in place was a feeling that PSU Banking space seemed relatively cheap…
Read More 10 Stock PSU Banks Portfolio – 1st Year Performance Update
Confession Time: The last post on Antifragility did not get responses from readers which I expected it to get. To be more specific, the number of comments which the post got was ZERO. :-(Probably it was because the 10 Principles…
A few days back, I was going through list of index constituents, when something caught my eye:Currently, India’s largest company by market capitalization is TCS. It has a market cap of Rs 5.4 Lac Crores; which is equivalent to about…
Read More Proof(s) of How Small is India’s Largest Company – Last One is a Big Surprise!!
Benjamin Graham’s book - The Intelligent Investor is regarded as the Holy Bible of Value Investing. Even the master investor Warren Buffett has a very high regard for the book and refers to it as the best book that has ever…
Read More 37 Quotes from The Best Book on Investing Ever Written
Alibaba recently did the largest IPO in United States’ history. And the $21+ Billion IPO was just a notch lower than the largest one ever done in the world. And with listing day gains of almost 38%, the company now…
Read More One Disturbing Fact About AliBaba’s IPO And How It Cautions Indian IPO Investors
At 98 words, previous post on Stable Investor was the shortest one ever. But probably one of the most important ones, if I was to consider its potential impact on a genuine long term investor’s life. Read these 98 words…
Read More Dissecting The 98 Most Powerful Words That Can Make You Really Very Rich
"Experience tends to confirm a long-held notion that being prepared, on a few occasions in a lifetime, to act promptly in scale, in doing some simple and logical thing, will often dramatically improve the financial results of that lifetime. A…
It’s time for 3rd quarterly update of PSU Bank Portfolio. For benefit of those who do not know the whole story behind this tracking portfolio, I would briefly share the purpose of this portfolio:In November 2013, like many others, I…
I know people who have an uncanny knack of making correct calls (with almost perfect timings) in markets. And surprisingly, they are right more often than they are wrong. This surprises me as almost all wise investors are of view…
Read More Proof (Using 24+ Years Data) that Market Timing May Not Be Worth the Effort…Atleast for Us
I regularly monitor index ratios like price-to-earnings, price-to-book values to gauge overall market sentiments. I know it’s a very crude way of doing it. But still it provides a decent picture of what is happening in markets.Now here is something…
Read More P/E Ratio of Indian Markets in July 2014 – Is It Telling Us Something?
Recently there has been a lot of noise about reduction in percentage difference (discount) between ordinary shares of Tata Motors and its DVRs. For those who don't know, Tata Motors has two kinds of shares listed on exchanges. Ordinary shares…
Read More Tata Motors DVR – Why is it Rising Faster than shares of Tata Motors?
A week ago, during one of our frequent WhatsApp conversations, a childhood friend, sent me this picture of a piece of paper he found in a fortune cookie. For those of you who don't know, fortune cookie…
Read More 7 Investment Strategies of A Non-Investor – Software Engineer Edition
The times are good. Isn’t it?Markets are making new highs almost every day now.Rising Sensex (25K+) is inches away from falling Gold prices (27K+).Your portfolio is up and it seems it will continue to do so for next couple of…
Read More No. 1 Secret You Should Know Right NOW!!- Remember God & Not Stocks In Good Times
Markets are rising. Now no credit to me for telling you that. Credit is only deserved by one person who has given us all a new hope to cling onto. :-)I am a perennial worshiper of stock market crashes...atleast for next 20…
Read More Some Stocks in My Portfolio are Up More Than 100%!! But…
What would you do..?...if the stock you purchased is up more than 30,000% from your purchase price? A common and a sensible reaction would be to sell it immediately & celebrate. If I would have been in your place, even…
Read More This Stock is up 30,000% – So Why is my Relative Not Selling it?
