Preface As you know, I have been an advocate of concentrated portfolio for quite some time now. Among friends, I used to refer each stock as a wife. The more you have the more the trouble! I’d say as you pick your life partner, you need to know the ins and outs of a business. … Read more
Preface Most of my friends and relatives are still gung-ho about real estate (RE) as an investment. It is a place for them to park money for a horizon of more than two years. However, I am skeptical if real-estate investments would fetch the same attractive returns of the past two-three decades. I am also … Read more
A marketing call while driving or while in a meeting or while at a hospital or in the midst of busy chores is indeed an undefinable pain. However, it is business as usual for illicit telemarketers. They approach you with a host of things ranging from credit cards, home loans, insurance products, new mobile connections, … Read more
Preface A few days ago, there was an invitation in a local newspaper for an investor awareness program. The topics of discussion were the impact of the central government budget on the economy, the recent developments in the capital market, and an insight into the investment opportunities arising out of budget allocations to various sectors. … Read more
Preface We Indians have a craze for gold and real estate. Hence real estate, housing, construction, and infrastructure stocks had been the darlings of the market a few years back. However, those stocks lost fancy of the investors over time due to poor performance and excessive debt. With the interest rates peaking out now and … Read more
Preface In this post, let me share the typical problems faced by Indian farmers. Ten years ago, I bought a small piece (1.4 acres) of barren land. At that time, the fabrics woven out of Sulzer air-jet looms had attractive profit margins. Hence many weaving factories were mushrooming up around my place. I too was … Read more