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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…

Budgets Come & Go

When euphoria is near, it is the time to fear. Investors have one perpetual weakness. We actually lack the ability to handle growth. When investments return big, portfolios grow. Investors are often unprepared for portfolio growth. Talking of preparation, investors often get very disturbed by success. In fact, success affects…

India Unbound

“The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions. “–Seth Klarman The markets always love strong medicines administered on the economy. The bitter they are, the better for the markets. Raising fares, dropping subsidies, removing doles, removing roadblocks…