Recently I found an important excerpt from a letter in 1938 by one of the greatest investors of all time – John Maynard Keynes. He made money for his fund in one of the most difficult markets of all time; his fund averaged 12% per year from 1927-1946 while during the same period the stock market fell 15% in absolute terms. That’s huge in terms of outperformance. I have produced below the excerpt from the letter as the same talks…
Dear Readers, Please find below the status of Special situation & Long/Medium term Research reports on stocks made in Alpha+ as on 6th Apr’16. The status is updated on monthly basis. Our focus on high quality businesses has helped us find stocks which have consistently outperformed benchmark indices by a very wide margin. This is not an investment advice and is a track record of research reports initiated by us. The performance data quoted represents past performance and does not…
Recently a friend of mine shared a mail with me with the subject “50 unfortunate truths about investing”. Having read through the entire mail, I don’t frankly have an opposing view on any of the mentioned points. I believe you too will probably enjoy reading about unfortunate truths and have produced below those for your reference: Saying “I’ll be greedy when others are fearful” is much easier than actually doing it. The gulf between a great company and a great…
Few days back we released a detailed note on our Latest Alpha stock which is a small consistently growing debt free company with operations spread in India and few other countries and available at low valuations. Most of the stocks covered by us in the past have been small/micro cap companies with clean balance sheets, easy to understand businesses, high promoter holding and good growth prospects and we believe that our recently selected stock has similar attributes. You may have…