Summary: India is the worst performing of all the markets across the world, and we deserve it. Any other way would mean that life is unfair. As things stand, we have a perfect storm of headwinds facing us, and many of these headwinds have been our own doing. I believe that the situation will be […]
Summary: Depending on the nature of business, companies use different approaches to recognize revenue. As an investor if one has to understand the business of a company, one has to keep an eye on what sort of contracts the company enters into its daily operations and how that dictates its financials. To do so, one […]
Summary: Investing is a personal activity. Hence the approach to investing also has to be a very personal activity. One has to investigate a company according to how one views life w.r.t. its important and unimportant aspects. Imagine you run a small manufacturing unit in Central India. What scares you most? Is it that […]
Remember the times in college when you went after the most popular girl (or boy)? Remember how insecure it made you feel being in that situation because you did not know what you could do to make it better? Now go ahead a few years and remember when you decided to make a serious commitment. […]
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