Validating Advice
https://soundcloud.com/ithought-advisory/validating-advice Podcast Transcript Every portfolio often needs validation. Our ideas are constructed in a particular context and we find that soon thereafter […]
When Greed Bests Fear!
The stock markets capitulated this week. The fears were largely overdone. The sharp dip in OMCs clearly indicates the symptom. The markets […]
Expectations for 2012
As I sit down to write this note, the Sensex is down 24% for 2011. Equities have been the worst performing asset […]
The genesis of ithought
Hi , I invest in stocks . I study businesses and scout around for good ones to put my money on’. The […]
Stepping Out Of Your Comfort Zone.
You have just finished doing 50 pushups and your trainer being ruthless orders another 50. Drenched in sweat and exhausted you don’t […]
ithought – time to be sober & selective.
The influx of FII money into India doesnt seem like ebbing. The index is close to 6200 at the time of writing. […]
A Case for Passive Investing
I have been an investor for 20 years. My first few years were about active trading and dynamic churn. I believed that […]