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Category: Intelligent Investing

Portfolio Construction

13th Jan 2013 Intelligent Investing

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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The Quest for Multi-Bagger

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20th Dec 2012 Intelligent Investing

‘‘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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Kelly Criterion

9th Oct 2012 Intelligent Investing

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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Some learnings/ observations…

31st Aug 2012 Intelligent Investing

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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The Third Rule of Investing

27th May 2012 Intelligent Investing

Warren Buffett is famous for saying that Rule No. 1 in investing is “Don’t lose money” and Rule No. 2 is “Don’t forget rule No. 1.” The premise is that […]

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Hidden Value or Value Traps

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11th Apr 2012 Intelligent Investing

I recently read a story about how Mr. Anil Agarwal, founder and Chairman of Vedanta Resources Plc, early in his career, bought a distress factory on sale with bank borrowing, […]

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A contrarian approach to SIP

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29th Dec 2011 Intelligent Investing

(The following is from an article I wrote for a financial magazine in early 2011) One of the most fundamental tenets of investing is “Buy low, Sell High” – very […]

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Value Investing

2nd Dec 2010 Intelligent Investing

Over the course of past few years, I had the pleasure of interacting with many investors across India and the globe. Leaving aside value pretenders and speculators, each seems to […]

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