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How to pick winning stocks/ businesses and stay with them

In my earlier post in June 2011, I had talked about Indian economy being the biggest growth story of the 21st century. This is based on how the most reliable global institutions and global banks are forecasting Indian economy to power ahead of US economy by 2042 and China economy by 2050(pl refer to my earlier blog on […]

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Has the “Great Indian Bull Run” started?

Hello readers, Victor Hugo – the most famous French writer once said” All the forces in the world are not so powerful as an idea whose time has come”. “Indian economy growth story” is the idea I am referring here.  I continue to be a big and unabashed fan of the long and medium term potential of Indian […]

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Don’t buy stocks , buy businesses

Hello readers Wish you a very Happy Diwali and happy investing for the coming year and many more. On this happy occasion, I wanted to simplify the core principals of value investing (followed by great investment gurus of the world) for all of us.  If you ask me to pen down investment philosophy followed by […]

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Foundations of the great Indian Bull run are being laid now

Hello readers, I continue to be a big and unabashed fan of the long and medium term potential of Indian economy to beat all the other nations hands down in the coming few decades , despite our political leadership and bureaucracy. As we speak the foundations of the great Indian Bull run are being laid now in our economy and markets. […]

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Never give up on India growth Story

This time , I am going to devote some time on the India growth story which everybody including the big investment banks, FIIs , and our own domestic industrialists in their wisdom had almost given up. I would refer you back to a blog I had written on 25th June 2011 on the topic “Biggest […]

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How efficient is the Efficient market theory?

Efficient market theory is one of the key theories of modern finance. It challenges the concept of value investing.Widely taught in all Ivy league universities, it says that its impossible to beat markets consistently as markets are super efficient in capturing all the relevant and latest information and events Therefore no living mortal can achieve […]

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Time to invest and build long term portfolio

This is uncertain but interesting times when the markets and Rupee are touching new lows . Fear is the all  pervasive emotion hitting all the market parcticipants with investors and traders triping over each other to sell their assets . In these uncertain times , what should be our investing strategy? Should be stay away from […]

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Believe in Indian economy’s super growth cycle; invest for long term

In recent times , Indian market and economy seems to have hit the cross roads with concerns of parliament and policy logjam, banking system stress , credit / investment cycle not taking off, rural or agrarian crisis, uncertain monsoon, slowing exports etc. The manic depressive market which was euphoric a year back with the new […]

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Value Investing philosophy & relevant quotes from Investment gurus

What is Value investing: This is an investment philosophy, conceptualized by Benjamin Graham in 1949 in his book “Intelligent investor” . Benjamin Graham is known as the greatest investment guru of 20th century – mentor to legendary Warren Buffet. It’s an investing style which demands investing in assets/stocks available at a price which offers substantial discount or “margin of safety” with […]

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