Intelligence is overrated
Charlie Munger, Warren Buffet’s long-term partner at Berkshire Hathaway, said “It is remarkable how much…
Data mining for a smallish crazy year
I look forward to the financial year ends. That’s a time, me, and our analytics…
Year end 2023
“I probably trust the answers that come out of ChatGPT the least of anybody on…
“In war, prepare for peace; in peace, prepare for war”
“In war, prepare for peace; in peace, prepare for war.” – Sun Tzu, author, ‘The…
The India Story : Don’t use it as an excuse to up your risk
We all strongly believe that India’s(economy) time has come, and it is at an inflexion…
Death and Investing!
Memento Mori Stoicism talks about the concept of Memento Mori, which means ‘remember that you…
Boring Investments ? They are the best
Getting Bored of your Investments? You are on the right track To quote Jason Zweig…
What a year(financial hi Sahi)!!!
FY 2022-23 was a year of ‘accumulation’ (reminded me of 2018-19). Corporate profits grew, Equity…
“plus ça change, plus c’est la même chose”
In 1849, French writer Jean-Baptiste Alphonse Karr wrote “plus ça change, plus c’est la même…
‘Time is the only arbitrage in Investing today’
The above is such a simple and yet profound statement, shared by Vinit Sambre, CIO…
2022 : The ‘Dull’ Year in Investing
I know we are well and truly into the new year, but I still think…
The KHANs and The FAANGs : What an era it was!
An era can be said to end when its basic illusions are exhausted. – Author: Arthur…
Eggs and their basket 😊
Perils of Optimism ‘the feeling that good things are more likely to happen than bad things’ This is how Cambridge dictionary defines optimism….
THE INDIA STORY
Disclaimer: this post is focused on our economic affairs 😊. As a human, 75 years…
INFLATION & INVESTING : IN CHARTS
This month’s blog post has been a struggle. If you keep a tab on what’s…
Dangers of Data and Trust being Tangible
( This article was first published on 1st June 2023) In our world, everybody is…
TINA
Another financial year comes to an end. It has been an amazing year for the…
Why ‘popular’ is not the best in quality
Cambridge dictionary has this as the meaning of the word popular ; liked, enjoyed, or supported by many people’….
Liquidity: 2021’s most used word (in the financial world)
Joseph Stiglitz, the Nobel laureate in Economics, in his year-end article described 2021: as a…
Investing, Kumbhkaran and Daily soaps
This Diwali, don’t just focus on Ram, be a bit like Kumbhakaran & Why Sensex…
It’s not glittering and that’s why we like it
Economy bouncing back strongly With no of daily new covid cases ‘stabilizing’, the economic activity…
Hungry? Don’t Zomato just yet
Disclaimer: This is not an attempt to diss Zomato as a company. I have lot…
Can you bear the pain to see the gain?
I started my career at Kotak Mahindra Bank in June 2006 in their wealth management…
Marvan Atapattu, Reliance(RIL) & Food
0,0,0,1,0 and 0 are the runs Marvan Atapattu scored in his 1st 6 Test innings….