Author name: Puneet Khurana

This was my reaction to a statement made by an acquaintance of mine who was discussing how a particular stock has acted after his purchase in huge numbers. That particular stock is now close to 15% of his portfolio and the concern was valid but the reasoning was not.   If you are a “Value […]

Few days back Michael Burry gave the commencement speech at UCLA. He is one of the few independent thinkers in the investment world and have been popularized by Michael Lewis book “the big short”, a wonderful account of people who profited from subprime mortgage crisis. After going through the speech, I also decided to revisit

I love Christopher Nolan. Being a movie enthusiast (technically also), I just admire and cherish his masterful work. His masterful work in 2006 brought us ‘The Prestige’ and WOW!!! It was impressive.                 Yesterday, sitting at a coffee shop I was reading a book on Investing (The New

  I remember my CAT coaching days and preparation for interviews after i got some calls… In all the list of questions, there was one question I never had any trouble with. It was :   Q: In business world, who is your role model? And my answer was Sam Pitroda and ‘Rajat Gupta’  

Usually you will not find George Soros books in the library of a devoted value investing practitioner who is more likely to have the shelf filled with Buffet, Graham, Peter Lynch, and likes.. Even I managed to read Soros only after reading the above mentioned gurus and when I realized that the ‘marginal utility’ of reading

Often in the classrooms Economics is taught to us in a very scientific manner. It tries and establish generalized theories that can be used to explain economic phenomena.   To develop such a theory, we start with postulates and assumptions and from then on all the conclusions are derived by logical and mathematical calculations. For

Its interesting times in Indian political and economic scenario and stock markets… Every day there is atleaast a couple of headlines with threatning words like “Fraud, Investigation, Arrests , CBI etc “… and the market of the companies involved goes -5%, -10% and so on.. But the biggest of all the scams that brought a

Investing like any other profession has very prominent personalities and it pays to learn from them (and their mistakes and successes). But its equally important to remember that just like while learning Golf its good to admire and aspire to be a player like Tiger woods, your swing and shots has to adjust according to