Yearly Archives: 2014

Time to Calibrate

“The challenge in life is knowing what’s next.”– Walter Schloss. Quick edit: Calibration is not a word often associated with equity investing. Yet, calibration remains the essential tool in every serious investor’s toolkit. Knowing what to buy is one thing. Many investors know their winning ideas quite well. Yet, they…

Commodities Crackle.

“What makes the desert beautiful is that somewhere it hides a well.” Invest speak: The commodity super cycle played itself out over the past decade putting the user businesses under severe stress. Margins of commodity user industries experienced a sustained squeeze as businesses struggled under the load of rising interest…

Seek Scale

“Discipline is the bridge between goals and accomplishment”- Jim Rohn Investing is a boring business. We need to carry enormous patience along if our investment journey must meet its milestones and reach the end destination. Our impatience often makes us do things that hurt our investment outcome. Investing needs to…

Practice patience

Time, patience & money are the tripods of sensible, intelligent investing. “India’s tryst with destiny” has been a work in progress from the times of its first public proponent, Pt. Nehru. We have been very slow in moving to make our destiny. Several so called exercises in democracy have almost…

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