Money Lying On The Sidewalk

The Indian markets are getting no love from investors right now. The country looks like a complete basket case. Inflation is high, interest rates are high, the currency is weak, current account and fiscal deficits are high, policy is in a complete state of paralysis, GDP growth is collapsing and the mood is completely gloomy. The Indian government is doing itself no favors and having shot itself in both feet is headed toward shooting itself in the head. More...

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...