Blog · Page 12
Plain-English lessons on judging businesses, reading annual reports and staying patient — 370 articles and counting, a new one most mornings. Educational only: none of these is a research report or a recommendation.
Here is a question that separates serious investors from speculators: if a stock pays you ₹10 in dividends this year, and that dividend grows at 15%…
Charlie Munger — Warren Buffett’s partner, Berkshire Hathaway’s Vice Chairman, and arguably the most intellectually formidable investor who ever lived — didn’t become a billionaire by…
Every value investing textbook teaches you the Discounted Cash Flow (DCF) model. You project future cash flows, pick a discount rate, estimate a terminal growth rate,…
Here is a truth that most retail investors in India will never accept: the better a stock’s “story” sounds, the more dangerous it probably is for…
This is where the Core-Satellite Portfolio Strategy comes in — a battle-tested framework used by institutional investors worldwide that Indian retail investors can adapt to build…
Markets pause after a 3-day rally — Nifty dips 0.12% to 22,940, Sensex eases 0.10% to 74,031. FIIs sell ₹8,167 Cr but DIIs absorb with ₹8,089…
While the SENSEX trades near 74,107 and the NIFTY 50 hovers around 22,667, most Indian retail investors are busy chasing the latest trending stocks on social…
While the Indian stock market trades near SENSEX 74,107 and NIFTY 22,968, and while millions of retail investors chase the next hot tip on social media,…
What if I told you there’s a single line item buried deep inside annual reports that has destroyed more retail investor wealth in India than any…
Every investor in the Indian stock market obsesses over revenue growth, profit margins, and return ratios. But there is one operational metric that the vast majority…
Most Indian investors lose money in IPOs because they lack a systematic evaluation framework. Learn the complete 10-point IPO Analysis Checklist that separates serious value investors…
Imagine this scenario. You receive ₹1,00,000 as your Diwali bonus from your employer. You carefully deposit it into your savings account and plan to invest it…
While the Indian stock market reels under geopolitical pressure today — with the SENSEX trading around 72,822 (down ~500 points) and NIFTY 50 at approximately 22,572…
Every investor has heard the voice. The stock you bought at ₹100 is now at ₹300. Your portfolio shows a handsome green number. And then comes…
NIFTY down 0.37%, SENSEX down 0.33% as Iran conflict enters 6th week. Crude at $111. FIIs sell ₹9,931 Cr. Why value investors see opportunity, not panic.
Walk into any financial advisor’s office in India, and within five minutes you’ll hear the same sermon: “Don’t put all your eggs in one basket.” They’ll…
Here is a question that should keep every Indian investor awake at night: If equity mutual funds in India delivered a 19.1% CAGR over 20 years…
Imagine a telephone that only connects you to one person. Would you buy it? Probably not. Now imagine a telephone that connects you to 1.4 billion…
Here’s a question most Indian retail investors never ask: “What liabilities does this company owe that don’t even appear on the balance sheet?”
This is where the Core-Satellite Portfolio Strategy comes in — a battle-tested framework used by institutional investors worldwide that Indian retail investors can adapt to build…
In August 2022, India lost its most celebrated stock market investor — Rakesh Jhunjhunwala, fondly known as “The Big Bull” of Dalal Street. But what Jhunjhunwala…
In the world of Indian value investing, few names command as much respect — or as much curiosity — as Ashish Kacholia. Often called India’s “Rare…
There is a story that every seasoned Indian investor knows — not because it is written in any textbook, but because it has played out repeatedly…
Here’s a painful truth that every Indian investor knows: real estate has been the single largest wealth creator for Indian families over the past 50 years.…
The securities quoted in these articles are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.