Investing Education
Risk Management : Art of Living another day !!!
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,
6 January 2017
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MY BLOG NARRATIVE JOURNAL
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Identifying Emerging Moats : Part 1
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
24 November 2016
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Fund Management BS Meter
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
22 August 2016
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Options
Collar Option Strategy
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
24 July 2016
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Options
Option Writing – Promises and pitfalls
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
7 July 2016
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Investing Lab
The Investing Lab : Bangalore Edition-11th-12th June (Pay as you want workshop)
“Part of my joy in learning is that it puts me in a position to teach” – Seneca I love teaching and the experience so
27 May 2016
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Investing Lab
The Investing Lab : Mumbai Edition on 23rd and 24th April
You have heard a lot of ‘Gyan’ on investing. Specially, Value Investing !!! People promising to make you ‘Wise’ and great at investing by showing
13 April 2016
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Investing Legends
Eye of the tiger (and the cubs) : Investing – Julian Robertson way !!!
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
3 April 2016
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Competitive research
Harvest great ideas from your company’s best assets
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.
25 December 2015
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Innovation
Three Social Media Hacks for the Busy Entrepreneur
The teams focused their efforts on a few of the highest-value S&OP levers in order to review the current planning process, identify gaps in the planning infrastructure and analytically understand demand and supply variability.
25 December 2015
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Economics
Stick with Your Concept but Do Your Homework
With hundreds of medications in the market, Pharm Ltd. needed a proper method to predict and manage their inventory. Using a mean absolute percentage analysis (MAPE), the teams defined appropriate levels for raw materials and finished products by mapping.
25 December 2015
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Franchising
Narrow Your Focus to Prevent Overanalysis
What is this highly valuable asset? Its own people. Says Morgan Fraud, the author of The Thinking Corporation, “Given that we are all capable of contributing new ideas, the question becomes how do you successfully generate, capture, process and implement ideas?”
14 December 2015
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Wait: Don’t Read Warren Buffett Letters!!!
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
10 November 2015
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Small cap investing: The Ralph Wanger way
Recently I finished reading a lot of available stuff on Ralph Wanger including his book, A Zebra in Lion Country. Ralph is popular not only for
3 November 2015
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Wisdom Pill – Vol 4
First of all, let me congratulate all Indian reader on celebrating yet another year of freedom and independence. It’s high time this greatly diverse nation
16 August 2015
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Wisdom Pill – Vol 3
The last month was filled with amazing roller coaster ride in markets and in my life too. Too much of travel left me with very
2 August 2015
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Scuttlebutt with Paul Lountzis
At the start of my investment career, few thoughts which made obvious sense to me were received from few amazing resources of knowledge. Besides the
27 July 2015
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Wisdom Pill – Vol 2
First of all, let me thank you for an overwhelming response and feedback on the first edition of this newsletter. I was really occupied this
29 June 2015
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Wisdom Pill – Vol 1
First of all, let me thank you for taking interest in this newsletter. My intention of this, as I mentioned earlier too, is to share
18 June 2015
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Sheep in Wolf’s clothing: An asset’s true character
Let’s assume that you own a hospital (say Hospital C). You have been doing well in your market and currently have the third largest market
28 May 2015
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Octavo Pansophy #1: James Gipson
It has been quite a while. In these 2 long years, I went from working for a fund to start my own advisory firm along
11 November 2014
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Human Misjudgment : Deprival Super Reaction Syndrome
Imagine the following scenario. You are sitting at your work desk sipping your coffee when your boss comes and offers you the following deal.
6 March 2013
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Human Misjudgment : Authority
Authority, authority!” they shout Whose minds, not large enough to hold a doubt, Some chance opinion ever entertain, By dogma billeted upon their brain. ~
18 February 2013
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Human Misjudgment : Endowment Effect
Today I discuss the human trait that, despite all its glory, has lead to disastrous consequences for many individuals and societies and specifically in investment
23 January 2013
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Human Misjudgment : Social Proof
Few years back, while buying a book on Amazon, I ended up buying two more books along with the intended purchase. It was due
9 January 2013
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Human Misjudgment : Confirmation Bias
“I hated discussing ideas with investors, because I then became a defender of the idea and that influences your thought process.” ~ Michael Burry (The Big
10 December 2012
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Human Misjudgment : Reciprocation
If you are sitting in a dark and unknown place for long time and someone switches on a light source, the initial feeling is of
22 November 2012
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Human Misjudgment : Love and Hate
By the time you read this article, the world’s largest economy would have decided its President for the next 4 years. There is always
7 November 2012
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Human Misjudgment : Incentive Caused Bias
Let me begin by thanking all the readers for their appreciation of the previous article on ‘availability bias’. And a special thanks to a particular
25 October 2012
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Inception
Lately, few of my friends advised me to succumb to my sadist tendencies. Hence, in that spirit, I have decided to be regular in my
23 October 2012
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Human Misjudgment Series Introduction
There are only two ways of clearing an exam. The first involves rigorous reading of the books and understanding the fundamental concepts which a
4 October 2012
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Human Misjudgment : Availability Bias
Are you planning to buy a specific car? Go out and you will start noticing that so many people have the same car. You
4 October 2012
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Stock don’t know that!!!
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
18 July 2012
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Favourite commencement speeches
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
2 July 2012
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Investing : Comme par magie
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
29 June 2012
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A post with a heavy heart!!!
I remember my CAT coaching days and preparation for interviews after i got some calls… In all the list of questions, there was one
24 March 2011
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George Soros: The new paradigm for financial markets
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
21 March 2011
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Fallacy of academic economics and other subjects
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
14 March 2011
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“Realty” strikes hard !!!
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
11 March 2011
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Prominent Investors
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
28 February 2011
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