When a cup of tasty coffee can be had from Rs. 5 to Rs. 500, we need to make sure that we pay for it knowing precisely what we are getting out of it. Our present is unlike our immediate past and losing what we have already is much more catastrophic than not being able to make an additional dime!
- Sep
- 30
- 2012
When everyone (who can) is printing money, what global economic forces are going to shape our future?
At a time when our ability to save is reducing on a daily basis, we need to ensure that we take all precautions to avoid any reduction in the worth of what we have already got. We live in a time when our economic future is going to be determined by larger economic forces, and this shift from taking risks to make money to ensuring money is not lost is the key to a safe and painless future. Understanding these forces is the first step towards gaining better control. This article tries to explain the nature of future to come.
- Mar
- 04
- 2012
Disclosures – A New Menu
TweetI have been unable to work on Detailed report cards lately due to work pressure. However, I am not pausing my investment decisions. Hence I have developed a new menu called DISCLOSURES where I will make a very quick mention of what I am buying/selling on any given day, and key reasons for the specific […]
- Jan
- 18
- 2012
Voltas on 18th January, 2012 @ 82.05 Rs./Share
TweetSummary: Voltas at present levels is a good buy, irrespective of the present macroeconomic situation. I believe that the stock has taken a good hammering in the last one year because the market has been too emotional about it. In other words, the market was probably expecting too much and so thought it eventually got […]
- Jan
- 15
- 2012
Electrosteel Castings on 13th January, 2012 @ 18.55 Rs./Share
TweetSummary: Electrosteel Castings at present levels is a good buy, irrespective of the present macroeconomic situation. If the situation turns better, this company is going to give decent returns. Personally, this company has been one big turkey in my investment portfolio from the last year, but this failure has taught me something that is far […]
- Dec
- 20
- 2011
How to calculate free cash flows from publicly available information
TweetThis article is a continuation of my article on importance of free cash flows and how they serve as an important guideline for investors to make their decisions. I have been asked by a few folks to elaborate on how to deduce this from the publicly available information and this article is an exercise to […]
- Dec
- 19
- 2011
Is this the right time to invest in Indian equities? This is what I am doing…
TweetSummary: India is the worst performing of all the markets across the world, and we deserve it. Any other way would mean that life is unfair. As things stand, we have a perfect storm of headwinds facing us, and many of these headwinds have been our own doing. I believe that the situation will be […]
- Dec
- 01
- 2011
Nilkamal on 1st December, 2011 @ 237.4 Rs./Share
TweetSummary: I had recommended Nilkamal as one of the attractive players in the Plastic industry, but upon closer analysis I believe it is not a safe bet for immediate future but is a good bet for longer future. The company’s shares have been pounded lately because its retail segment has taken long to take off […]
- Nov
- 28
- 2011
Plastic Industry: Which companies are worth investing on 28th November
TweetSummary: It is difficult to find out which specific company will end up being a great ivestment, but it is possible to find out a group of companies in an industry which are definitely more preferable investments than others. For Plastic industries, these companies are about 10-12 in number and their names are: Company […]
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