Skip to main content

Welcome

Welcome to this blog on investing in Indian Stock Markets.
Here, I hope to write down thoughts on markets. Basically, this should act as an online investment journal.

Comments

Post a Comment

Popular posts from this blog

Learnings from FIL Alumni Meet

Recently, I attended FLAME Investment Lab, Alumni Meet which was held at Pune. Some learnings from the gurus over there are as below. These thoughts pertain to both life and markets. Some of these thoughts, I'm yet to interpret properly. So, pardon me, if some of the point below are not clear. I haven't taken the names of the gurus or fellow participants who mentioned these, as wasn't sure if they wanted to be named in public domain. 1.  Profile Visibility precedes death. Better to stay low profile . 2. Mindset 99% people focus on expenses. (How to save on costs) Only 1% people focus on income generation and wealth generation. 3. Most important to have an open mind. Mind is like a parachute, best works when it is open. When conversing with managements of companies, have an open mind . 4. Fire in the belly An investment guru's words: "We used to sleep on floor. We didn't have the fear of falling ". 5. On Reading Not just important to read. It is equall...
Post a Comment
Read more

Investment Framework

 1. Invest in 8-10 names . Lesser the better. No less than say 4. Otherwise it is not possible to be on top of the companies nd have any sort of informational advanatage 2. Invest in great companies at a fair price. Great quality business. Competitive adavantage/moat. ROE/ROCE is good Growth (past) and future long runway with growth visibility 3. Valuation: First do Business Analysis . Understand various levers which will affect the business. Then valuation can be just a quick mota -mota thing. Like for eg. seeing a person from distance, u can say a person is fat. U don't have to know his weight. Similarly, valuation can be a back of the envelope thing, once u do the business analysis appropriately. Think of bull, bear, base scenarios.  
Post a Comment
Read more

Learnings : Abhishek Basumallick Webinar on Investing

Some learnings from a recent webinar by Abhishek Basumallick on IndianInvestingConclave.com 1. Who are we as people/investors ? A sum total of our past experiences 2. Once we start giving, we tend to get back a lot in return Capital is Sacred & is to be respected PROTECT CAPITAL Simple is better than complex. So let's keep it simple In a sufficiently long time frame, all companies are mediocre (Reversion to Mean) Duration of competitive advantage has reduced drastically Keep an Open Mind & Keep Learning. Lifelong learner Getting back to Basics Everyone is a genius in a bull market. So, go find a bull market There is always something where there is a bull market. Could be a particular company, a sector, industry, asset class etc Envy doesn't help Reasonable Diversification and Portfolio Allocation - Risk Management Tools Stock Selection Intelligence & Common-sense based approach Diversify . Focus on overall portfolio & not only individua...
Post a Comment
Read more