GUEST POST Today’s post is by Manish Dhawan, founder of Mystic Wealth and my co-host at Stoic Investing Podcast. I know of very less people, who are as conscious and stringent on Risk management, as Manish is. He follows a very different style than mine. He is a proponent of Trend Following against my Value …
GUEST POST Markets has no place for eternal cynics/pessimists and an generally optimism is a good trait to have but overoptimism has killed more investors than those who have benefited. Often a balance of optimism and careful cynicism for a large amount of BS that exists, is needed to be a level headed investor. I …
[vc_row][vc_column][vc_column_text] Fund Management is a funny business. A person who wants his money to be managed, always cries about the management fees the fund manager (PMS) is charging. The mutual fund investor cries about the fund management fees. The messiahs of small investors keep on showing how much money the fund manager will take if he …
This series is an attempt to introduce you to the world of Options and explore the possibilities. As a buy and hold investor, majority of us are not even aware that we can earn regular income out of our holdings, or protect our nest in times of turbulence. The world of Options is full of …
This is a 2-part series to explain the complex world of Option Writing. You will hear a lot more as we branch out and create educational content on this subject. So stay tuned. The two parts are contradictory. That, in effect, is the way of a stoic. In the first part, we outline our concept of …
“Part of my joy in learning is that it puts me in a position to teach” – Seneca I love teaching and the experience so far has been fabulous. It gives me an opportunity to meet some amazing people, learn from them and impart the knowledge which I have to offer . The last workshop …
The Investing Lab : Bangalore Edition-11th-12th June (Pay as you want workshop) Read More »
You have heard a lot of ‘Gyan’ on investing. Specially, Value Investing !!! People promising to make you ‘Wise’ and great at investing by showing you annual reports of companies which behaves like clock-work Or they tell you that you could have become Crorepatis if you would have invested in some companies 20 years back …
The Investing Lab : Mumbai Edition on 23rd and 24th April Read More »
In my attempt to learn in-depth the working style of prominent investors, I explored Ralph Wanger in my first such post. His book was amazing and gave a lot of insights. This is my attempt to explore another great investor: Julian Robertson ( popularly called the ‘Tiger’). I recently read a lot about him, including …
Eye of the tiger (and the cubs) : Investing – Julian Robertson way !!! Read More »
In particular, the initial state of the company’s sales and operations planning capabilities limited their ability to account for demand variability or raw material lead times in production and distribution. Improve sales and operations and production planning.
To remove all doubts, let me first come out and say this clearly: Yes, I am a ‘Value’ Investor. No, I don’t invest only in low PE, low PB stocks and Growth is an essential component of ‘Value’ for me and most importantly, I absolutely cherish Warren Buffett Letters (and many other Investor letters which I intend to …
