The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions. –Seth Klarman Do you think you missed the bus this time? This one is for you. Actually, the stock market bus is a shuttle service. If you missed this…
Staying ahead of the curve is what separates the smart investor from the herd. The indices are near their all time high. The budget is behind us. The customary euphoria and disappointment played out before the market returned to business. Buying seems the principal focus of investors. Years of avoiding…
Let not speculation drive your investment. Investment should rise above it. Quick Edit: We always believe it is our investment knowledge that delivers results for us. We overly emphasise on our ability to analyse, sort and select. We think too much of analysis and too little about behaviour. But, long…
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…
In adversity, lies opportunity. Reading is a constant in an investor’s daily grind. Perspectives evolve, ideas emerge and conviction grows when an investor reads the right things. In bear markets, reading about value investing is an obvious choice. Reading about the lives of three of the greatest value investors of…
“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…
“What do the markets have to do with a marathon?” – I am sure the question is already in your mind. Let us get to the answer by understanding the question better. Over to the marathon first – The marathon got its name from the famous run of Pheidippides, who carried…
“Success is 20% skills and 80% strategy.” — Jim Rohn. First we saw the Modi Rally. In that high tide, all boats ( read stocks ) went up. Few stocks like consumption, IT and pharma did not participate. But, these were the bedrocks of the market for a long while.…
When you are surrounded by over exuberance, choose your company well. The stock markets have a strange way of fixing smartness. Its ruthlessness in fixing the over smart is characteristic and legendary. And, how? The overconfident lot tends to corner them so badly that the only option before them is…
“What makes the desert beautiful is that somewhere it hides a well.” The mood is set to soar. Or, so it seems if you watch the markets moves. Somewhere, anticipation is riding high and the markets are dove-tailed deep into it. What one will definitely see is an end of…