Abstract: In 2023, Dreamfolks Services was a market darling. By late 2025, it has become a market pariah. The exit of major banking clients triggered a collapse in the stock price. However, price and value are rarely identical. This comprehensive “White Paper” explores the anatomy of the crisis. I dissect the “Great Reset” of the … 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
As an investor, you come across plenty of information that value investing is nothing but buying a stock with a margin of safety at a deep discount to its value. However, what you are not being told is when is the right time to sell a share that you once found attractive and bought for … Read more
Preface As a sensible stock market investor, the first and foremost thing you need to do before investing in any company is to read its annual reports. Preferably, it has to be for the last economic cycle, i.e., the past 10 years, or the least the past 5 years. By the way, an annual report … Read more
Warren Buffett shares his experiences and thoughts as an investor in his annual letters to Berkshire Hathaway shareholders and often in his public appearances. His nuggets of elementary wisdom are indeed hard and fast rules to be adopted by any youngster aspiring to get rich over time. I regret for having not been able to … Read more
Preface Historically, stocks delivered superior returns over any other asset class. Any financial adviser will advise you to allocate a significant portion of your money into stocks citing the aforesaid statistic. But how and why? Why stocks as an asset class performed well over the long term than any other investment type? What is the … Read more