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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

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 writing endeavor and inflict torture on readers on a regular basis. My struggle to find the best way to do this, led to the inception of 2 different series, which

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

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

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