I have been a hard-core follower of the concept of compounding. And like Albert Einstein, I believe that it is the 8th wonder of the world. Using this concept, you can make your money work for you rather than working…
Read More One Big Problem With Compounding & Why You Cannot Become A Long Term Investor!!
Imagine a situation where you are allowed to make just 20 investments in your whole life. Tough... Isn’t it? Would you like to find yourself in such a situation? To be frank, it would be a very uncomfortable and stressful…
No matter how much we avoid, there is no denying the fact that many (or rather most) Public Sector Banks are currently available at valuations which are mouth watering to say the least. PSU Banks | Can they make money…
First of all my apologies for keeping Stable Investor so un-updated for last one month. I know there should not be any excuses for something you are really passionate about, but this time around I was busy with preparations for…
Read More Indian Market’s New Life Time High & Why Stable Investor Was Silent?
After procrastinating for months, I am finally sharing names of companies which are part of Dead Monk’s Portfolio (DMP).But before that, here is a gentle reminder of what to expect from this portfolio.In previous post discussing (or rather rethinking) Portfolio…
A reader aged 45 had the following query. Though he asked the question on Stable Investor’s Facebook page, I thought it would be a good idea to share it with loyal website readers to know their views. …
Read More Mailbag: I am 45 years old & want to accumulate shares of good companies for next 20 years
Tata Investment Corporation Ltd (TICL) is an interesting company. I have personally liked this company for its simplicity and its dividend payouts. And having a Tata brand attached to it does not hurt anyone. 🙂 This company can be one of…
Read More TATA Investments available at 50%+ discount to its NAV!! Should you buy?
The markets are falling. Experts all over are painting the picture of India’s economic future with dark colors. People around you are selling shares and stopping SIPs in mutual funds.So what exactly is happening? We tried answering this question in…
I recently read Rohit Chauhan’s post titled ‘Facing Despair.’ For those who don’t know him, Rohit is a very capable Indian value investor with a decent track record. Many issues covered his post are also going through my mind. So…
Read More What’s happening to stock markets, economy & your portfolio?
No. We are not talking about your ability to suffer. We are talking about your portfolio’s ability. But how can we use the word ‘suffer’ for investments? Are these alive?How is your portfolio's ability to suffer and survive?Just assume that…
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%…
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…
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…
