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In Praise of Frugality
Frugality is the quality of being sparing, thrifty, prudent or economical in the consumption of consumable resources such as food, time or money, and avoiding waste, lavishness or extravagance. In...
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Interview with Puneet Khurana
Presenting here much awaited interview of value Investor, Puneet Khurana. Profile: MBA from MDI, CFA charter holder, Guest faculty at IIT, Delhi. Full time value Investor Twitter handle: @PuneetK009...
View ArticleNet Neutrality
A few of my friends signed up for Free basics promoted by Facebook and I came to know of it through Facebook as they promptly popped that up creating a social proof and a self fulfilling prophecy, a...
View ArticleDuPont Analyses.
What is DuPont Analyses?. Well it sounds like a fancy word, the kinds you would use to impress the non finance audience. It has an air of complexity to it which creates Expert Bias in the mind of the...
View ArticleDraw-down Termite
One of my friends/client asked me a very interesting question. He said “wouldn’t this market fall look like a blip on a 20 year chart of a buy and hold investor”?! This is a one great myth being...
View ArticleBook Review of Dual Momentum.
‘Complex is hollow and Simple is DEEP’. Its not often that you can give a 5* rating to a book. But this one deserves it and I will tell you Y. I follow a simple heuristic in life, which is, ‘Complex is...
View ArticleEthics and Mutual Funds.
This blog is inspired by an interesting twitter debate that got underway after a mutual fund floated a full page ad on National daily,cautioning the world that the markets are expensive and...
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BUY&HOLD MF Returns.
This blog is in continuation to my last one. Here we will talk about the behavior gap between what Mutual funds claim to be their CAGR returns Vs the actual return an average investor gets. The GAP...
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Ranking.
And so the Jury is in… Let us put this debate to an end, at least from my side. After endless, to and fro conversations and debates on social media, I conclude that it is not difficult but almost...
View ArticleTREND FOLLOWING.
TREND FOLLOWING. A lot has been written on value Investing in the last few decades. The Poster Boy (daddy) Warren Buffet has done a wonderful job in propagating and promoting it to an extent that now...
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Monster Boy ULIPS
An article in Mint Please read the above article before you read my blog below any further.. Now my Critique.Topic of the article above is Are Ulips bad products for long-term saving? And then as a...
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Buy and hold baloney
Had an interesting Tweet chat the other day about Buy and hold, tactical timing and why majority of mutual fund customers end up losing money. According to the blog written by FA, bad timing...
View ArticleSpinoff
I was just strolling through my Archive and found this one page no frill report I had written on Orient Cement Demerger Sure, because of the success of the investment, it seems like hindsight bias,...
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Option Writing – Promises and pitfalls
This is a 2-part series to explain the complex world of Option Writing. You will hear a lot more as we branch out and create educational content on this subject. So stay tuned. The two parts are...
View ArticleCollar Option Strategy.
This series is an attempt to introduce you to the world of Options and explore the possibilities. As a buy and hold investor, majority of us are not even aware that we can earn regular income out of...
View ArticleDraw-down Termite
One of my friends/client asked me a very interesting question. He said “wouldn’t this market fall look like a blip on a 20 year chart of a buy and hold investor”?! This is a one great myth being...
View ArticleOption Writing – Promises and pitfalls
This is a 2-part series to explain the complex world of Option Writing. You will hear a lot more as we branch out and create educational content on this subject. So stay tuned. The two parts are...
View ArticleCollar Option Strategy.
This series is an attempt to introduce you to the world of Options and explore the possibilities. As a buy and hold investor, majority of us are not even aware that we can earn regular income out of...
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