Behaviour

How a forty-year-old framework, a custom indicator, and one ungovernable stock taught me the same lesson three times.

Reading Peter Lynch Properly

I recently tweeted this This post is expansion on how an unassuming event brought a surprise happy new year gift for few family members My dad bought 300 shares in three of his…

Bajaj Auto, Mahanagar Gas

A tale from 2008 financial crisis

“Give me a lever long enough, and a place to stand, and I will move the earth.” - Archimedes In my 15 years as an investor, I have avoided leverage, it's a huge multiplier both on…

I am amazed by the divide crypto projects have created among the billionaires. In a recently concluded conclave, Rakesh Jhunjhunwala said cryptocurrencies have no future I have a…

The art of thinking clearly by Rolf Dobelli is one of the best books to sharpen the psychological side of decision making. I loved the book here are my notes Use below biases as a…

What could be more exhilarating than to participate in a bull market in which the rewards to owners of businesses become gloriously uncoupled from the plodding performances of the…

2009 Like many MBA Business schools , my alma mater also ran an internal competition to find the best manager of a particular batch, what followed was a series of games and…

Even if you are barely active in stock markets , whatsapp messages like below of technology stocks hitting all time high and making 5X or 10X in a year would be coming to you.…

The Art of Thinking Clearly - Better Thinking, Better Decisions By: Rolf Dobelli As a Premium Subscriber - Now you will have access to searchable and tagged “Notebook” for all…

My Last year’s review of Ashiana can be read here The real estate industry continues to be impacted by oversupply and demand pressure, this graph from their detailed investor…

There is a beautiful passage in Steven Johnson’s Where Good Ideas come from “Good ideas are like the neo nurture device. They are, inevitably constrained by the parts and skills…

In general on this blog, I have not been very kind to stock market experts ( pundits,opinion baazs), you can read through some of my previous outbursts here In late 1980s,…

In December 2014, I wrote a book review of investment classic from Howard Marks – The most important thing, Here is a reprint of passage from that post [My re-emphasis in red]…

In my last month’s newsletter, I briefly touched upon deliberating on idea of selling and not holding stocks at over stretched valuation Charlie Munger says , Investing is where…

I love the below quote related to emotion and investing Emotions can be a great asset in life, but when it comes to investing, they may be a liability Very important line and one…

During a bull run (read now) an investor is trapped in various dilemma on one hand he is reluctant to buy the 52-week high businesses, I did a post on why it is not a very smart idea to overlook stocks hitting 52-week highs however the bigger dilemma is r

The operative word here is only , I have seen far too many causalities where the projected numbers have looked fantastic and people invested without bothering to understand…

Robert B Cialdini’s Influence: The psychology of persuasion is a must read for any budding investor and thinker. In this best seller he describes six weapons of influence that are…

“When one with honeyed words but evil mind Persuades the mob, great woes befall the state.” ― Euripides Glossy stock predictions always makes me uncomfortable, but more than that…

Here it one such glossy stock prediction coming from a guy who has cult following on internet and whose recommendation have hit upper circuits after mentions on his blog Company…

If you read Sheena Iyengar’s fantastic book “The Art of Choosing“ you will understand that in areas where we don’t have expertise we should seek advise to make decisions. Given…

Wikipedia defines "Rock-paper-scissors is a hand game usually played by two people, where players simultaneously form one of three shapes with an outstretched hand. The "rock"…

Everyday we hear capital markets experts giving us tips on what to buy and sell - almost constantly . trGURU aka Tankrich Guru shares these graphics of Nifty from last 15 years on…

I vividly remember when we were kids we were seldom taken to waters for outing ,blame it on my Mom's water phobia ( it's till date with no cure) or our lack of swimming skills :D…

Self examination is perhaps the biggest virtue an investor should possess. During assessment instead of focusing purely on stats we should delve into details to understand reasons…