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26th Mar 2013 Intelligent Investing

Concept of ‘Concept Stocks’

The past few months have not been great for concept stocks, to put it mildly. and so on… the list is actually quite long… Why this fascination for concept stocks, […]

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24th Jan 2013 Intelligent Investing

Snapshot: 2008 – 2013

It’s that time of the year. 5 years back. The first time Sensex hit 21K. Cut to Jan 2013. Sensex is still below that number. Jan 2008: 21,206 Jan 2013: […]

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13th Jan 2013 Intelligent Investing

Portfolio Construction

Constructing the right asset portfolio is one of the most important part of investments, perhaps more than or equal to deciding where to actually invest in. The options are plenty […]

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20th Dec 2012 Intelligent Investing

The Quest for Multi-Bagger

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‘‘Multi-bagger’’ is the dream of every investor in the stock market. So it’s pretty logical that it’s also the most abused word in the markets. Every stock is touted as […]

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11th Dec 2012 Investment Greats

Buying AAA quality at BBB prices

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Donald Yacktman is one of the not so written about Investment Gurus, maybe because he is neither fully in typical value camp, nor in typical growth camp. He, along with […]

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6th Nov 2012 Stock Analysis

The Liquid Oxygen Stocks

There is a famous Ajit joke – “Dump this man in liquid oxygen. The liquid won’t let him survive, and the oxygen won’t let him die !!” There are quite […]

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9th Oct 2012 Intelligent Investing

Kelly Criterion

Kelly Criterion (http://en.wikipedia.org/wiki/Kelly_criterion) is a useful idea (not necessarily a precise formula) that Investors should think about while deciding portfolio construction and position sizing. Various investors have been quoted about […]

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12th Sep 2012 Investment Greats

Use Your Edge – Peter Lynch

Its always a pleasure to read articles written by Investment Legends – they are insightful yet simple, and very actionable. Here’s one by Peter Lynch (http://pages.stern.nyu.edu/~adamodar/New_Home_Page/articles/Lynchgrowthstocks.htm). What’s the best way […]

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31st Aug 2012 Intelligent Investing

Some learnings/ observations…

1. Mistakes are an inherent part of life, and investing is no different. What makes mistakes in investing different is that these get amplified in the market – people lose […]

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8th Jul 2012 General Thoughts

Cadbury India – Not a Stock Idea!

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Well, first a disclosure – I am really into chocolates since I first tasted one, and am just unable to refuse the temptation! So I have been a big customer […]

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