SEBI warning & Market correction

Hello friends, It has been two and a half months since I wrote to you last. The main reason for this longer gap is that I made my debut as a column writer in a Marathi daily and though I write fortnightly, it had its own challenges. My last two pieces had titles containing words … Continue reading SEBI warning & Market correction →

Just Euphoria or a Bubble?

Hello friends, On 28th November 2023, the world lost Charlie Munger who was one of the most deep-thinking philosophers, thinkers and practitioners of value investing. He was probably the closest to Benjamin Graham, the Adya Guru of value investing, in applying the principles of value investing to modern-day investing. Charlie Munger has written prolifically and … Continue reading Just Euphoria or a Bubble? →

Markets on fire

Dear friends, I had expressed my thoughts on market euphoria in July 23 and discussed various positives and negatives that could be indicators of the direction the markets were likely to take. The Sensex PE was then 26 against the long-term median of 19-20. This has since moderated to 24 on the back of some … Continue reading Markets on fire →

Trading vis a vis Long term Investing – Mahindra Logistics, a case study.

Hello friends, Recently there was a query about Mahindra Logistics in a WhatsApp group by a fellow investor about the prospects of this company. The concerned investor had bought the stock at Rs. 524 in September 24 and was interested to know if it could get back to that price from the current price of … Continue reading Trading vis a vis Long term Investing – Mahindra Logistics, a case study. →

Market Euphoria

Dear friends,It has been four months since my last blog and it has been a very interesting four months. After the moderate meltdown from Nov 22 to March 23, the markets are rising relentlessly triggered by FII inflows. My own portfolio is at an all time high and that obviously gives a very good feeling. … Continue reading Market Euphoria →

Long Term Investing, Power of compounding, Pokarna

Hello friends, It has been quite some time since I picked up my pen to write to you, so to speak. Because a pen is used these days only to sign. You might be wondering why the title of this piece is so long. I intended to write only a short piece about the company … Continue reading Long Term Investing, Power of compounding, Pokarna →

Textiles – Trident Ltd.

Hello friends, It's close to two months since I wrote to you last. The Sensex has, meanwhile, further climbed to strike an all-time high of above 63000 and is still trading above 62000. The broader markets, especially the small caps, are still to catch up but are showing definite signs of breakouts. Some select small-caps … Continue reading Textiles – Trident Ltd. →

Drones & Market Updates

Hello friends, It has been quite a while since my last blog piece titled "Market updates and investment opportunities" was published on May 24th, 2022. I talked then about the market updates and my views on one of the most important aspects of stock investments which is "When to sell". I had touched upon this … Continue reading Drones & Market Updates →

Market updates and investment opportunities

Hello friends, I had put forward my views about the selling part in detail in my last blog on "Market update" on March 23, 2022. I had expressed hope for an early end of the Ukraine Russia war, easing of inflationary pressures and a possible return of FIIs to the Indian stock markets. Nothing of … Continue reading Market updates and investment opportunities →

Life Insurance Corporation of India – IPO

Hello friends, Hope you are all doing well and not disturbed by the recent market crash. Value investors have nothing to worry really with market movements and I'm sure you must have taken advantage of the fall in prices to add some food stocks to your portfolios. I applied for the LIC IPO without first … Continue reading Life Insurance Corporation of India – IPO →