A brave new world
“A market downturn doesn’t bother us. It is an opportunity to increase our ownership of great companies with great management at good prices.” – Warren Buffett Is it only a correction or should I brace for a meltdown far worse than seen so far? There has been a major shift in how we viewed the […]
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This Fall make use of the Fall
Philip Fisher once remarked that, “The stock market is filled with individuals who know the price of everything but the value of nothing”. When we buy a stock, what are we really buying, the price of the stock and its future return on the price or the ownership of the company which we understand will […]
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Understanding Market Trends: The Balance of Volatility and Value
“The stock market is a device to transfer money from the impatient to the patient.” – Warren Buffett There was a drop in equity markets across indexes After a scorching year so far, the market demonstrated that it could go in a reverse direction as well and for no good or bad reason for that […]
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Three Pillars of Smart Investing – Cutting Noise, Exercising Patience and Remaining Optimistic
The term, ‘Achilles Heel’, is used to describe a vulnerable point or a key weakness in another wise strong constitution. For investors, this vulnerable point is their ears metaphorically speaking. All investment ideas and plans are vulnerable to investment noise. We live in such fast-paced world, that we are continuously bombarded with data & information, […]
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Market Outlook: Balancing Geopolitical Instability and Economic Uncertainties
“October is one of the peculiarly dangerous months to speculate in stocks. Others are July, January, April, September ,November, May, March, June, December, August and February.” — Mark Twain The markets corrected and news flow has become very negative It is human behaviour that drives financial outcomes rather than fundamentals in most cases. As has been argued in this column […]
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Navigating the Aftermath of the Fed’s Rate Cut: Insights for Investors
“We don’t prognosticate macroeconomic factors, we’re looking at our companies from a bottom-up perspective on their long-run prospects of returning.” Mellody Hobson How much is the recent 50 bps move relevant to investors in stock markets? A lot of investors were watching the move by the US Federal Reserve with much anticipation and finally it […]
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Investor returns vs. Fund returns/Market returns
“It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.” ~George Soros Forecasts, prognostications, predictions et al. Investors are looking at news with some concern as the world undergoes another regime change. This time the interest rate reduction cycle […]
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Mastering Market Patience Amidst Volatility
It is not in our genes to wait Most market commentators today are worried about a correction. There is consensus that the markets are in overvalued territory and that every geo-political event, biohazard situation, national debt issue is looked upon as a possible trigger for the much awaited, much feared correction. And with the benefit […]
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Understanding Market Sentiment and Investor Behavior
As the markets hit all time highs the refrain from most investors is to say, “markets are too expensive, wait for a correction to enter”. The quote for this newsletter from no less than Peter Lynch himself, a respected fund manager who ran one of the most successful mutual funds for along period of time […]
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Anticipations and Projections: The First Union Budget Post BJP Coalition
As we go in for the first union budget post there-election of the BJP coalition government there is a lot of expectation surrounding the nature of the Budget commentary and the estimates regarding possible expenditure and the revenue targets for next year. First, the good news. The interim budget was indicative of some trends that […]
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