Introduction: My Kellton Tech Investment Journey In September 2018, I started buying Kellton Tech Solutions aggressively. I had a tracking position in the stock before that, and had been in my watchlist for a long time. It quickly became a cornerstone of my investment portfolio. This reflected my confidence in the company’s apparent undervaluation. It … Read more
Introduction: Why I Invested in Satyam Shares During Its Turnaround Under Tech Mahindra The story of my investment in Tech Mahindra is inseparable from one of the most dramatic episodes in Indian corporate history — the 2008 Satyam scandal. This scandal exposed deep financial manipulation by Satyam’s founder, shaking investor confidence and threatening to obliterate … Read more
The Indian stock market entered 2025 on a strong footing, shaped by robust domestic demand, government reforms, evolving policy support, and digital transformation. For retail investors, this is both a time of opportunity and caution. With active foreign institutional participation, improving corporate earnings, and policy tailwinds, India is well-positioned among emerging markets. Therefore, India’s equity … Read more
I have made a lot of bad investments and a lot of bad decisions spending money, thanks to my ignorance. Though voracious reading and experience improved me a little regarding money matters, twenty years back, in 1996 at the age of 26, with less organized thoughts and as a novice in personal finance, I was … Read more
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