There are a number of frameworks one can use for shortlisting and selecting companies for investments. One such framework is to see how the company allocates capital over a period […]

In India, how many very successful traders do you know of? By successful, I mean traders who have been able to create a sizeable wealth (500 crore+) for themselves over […]

The central theme of Investing is Risk Management. If we are able to manage the downside risk, then the underlying economic growth and entrepreneurship would provide the upside. We see […]

So much has been written about vicarious learning i.e. learning from mistakes of others. It is humbling to admit that despite all the knowledge out there, I failed to learn […]

Note: 1. All numbers and metrics are rounded off for simplicity.

Many times in our investing careers, regulatory changes wipe out years of returns and make waste of all the time we have invested in studying and tracking businesses. It happened […]

Nifty Fifty was an informal term used to refer to 50 high flying growth stocks in the late 1960s and early 1970s that were widely regarded as solid buy and […]

Recently, I came across a startling fact that I did not quite know before, which really made a deep impact on the way I looked at investing in general and […]

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, […]

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: […]