Value Investing In India Is Dead !

Long live value investing !

Benjamin Graham said that in the short run the market is a voting machine and in the long run the market is a weighing machine. Unfortunately for investors, he did not define the duration of the short run and the long run.
Ben's basic premise was that over time the quoted value of a stock would reflect the underlying worth or the intrinsic value of the business it represented. More...


Unintended Opportunities

I look for opportunities to invest in for a living. In my experience, it is imperative to have an optimistic frame of mind to be able to identify opportunities. Every negative development creates unintended opportunities. I believe that by approaching things with a positive frame of mind one can identify the opportunity for making lemonade when looking at lemons. More...