Category: Investments
-
My Best Stock Investment
It is 1999. Besides some punts made with my flatmates, I have not invested in any stocks. I am getting interested in stocks, but I think the stock market is a gambling den. I have a visitor for dinner, a friend of mine, a senior guy at a broking house with experience at a mutual…
-
National Startup Day
The honorable Prime Minister has declared the 16th of January as National Startup Day. This is a fascinating development and a piece of excellent news for the Indian startup ecosystem. As a humble contribution from my side, I plan to give the kindle copy of my book, “Reclaim Your Inner Entrepreneur,” free today and tomorrow.…
-
Tata Consumer – A Global Story?
Tata Consumer acquired a number of companies in the US, UK and Africa, for which they were criticized for over a decade. There were valid reasons for the same, they were not able to digest the rapid acquisitions and had a number of issues getting those companies to profitability. The recent annual report gives a…
-
Book Review – Your Money or Your Life
“Your Money or Your Life” has such a simple message, that you may end up thinking, “Why didn’t I think of this before?”, yet, behind that simplicity is a profound truth about the role of money in our life. Most of us take the value of money for granted, with that also the message, the…
-
Finance and Investing Books
Over the last thirty years, I have read several finance and investing books. Finance and Investing is not only interesting, but is a very important topic for anyone who wants to lead a balanced life, doing what one wants to do. It includes personal finance, portfolio design and stock picking. I have made a list…
-
Small things
It is the tiny habits that become one’s nature. It is very important to be disciplined in every day things.
-
Kumar Mangalam Birla on 2020
Kumar Mangalam Birla, in his 2020 letter on linkedin, reproduced here makes some very interesting points about the impact of the pandemic on the businesses and draws some insightful conclusions. Corporations are Citizens that count Perhaps uniquely, the crisis also brought to fore the regenerative and stabilising power of large corporations. Especially the ones with the ability…
-
Asset Allocation and Diversification
There is a lot of research on how much of the typical returns of funds are from Asset Allocation and how much are from performance of individual asset. The general consensus is that “Asset allocation determines the majority of returns”. Some researchers put it to the extent of 90% of the returns. Wow! Is that…
-
Why is Bill Gates buying farmland?
There were several media reports that Bill Gates, the owner of Microsoft and one of the richest people in the world, was now the biggest owner of Farmland in the world. The question is why he is doing so? His core strength is the world of technology and there are many opportunities in the technology…
-
Slow Compounding
In this great Youtube video, Chamath talks about a very important phenomenon for success in any field. He talks about the ability to get extraordinary returns on capital as an ability to work on hard problems in an unique way over a very long time horizon making very small but consistent progress year on year.…