Hello Sir, Hope you are doing well. As the subject line suggests, today I am going to discuss about IPO investing. Well, it’s a season of IPOs and I must say crazily valued ones, but then who cares about valuations or doing some deep research on stocks these days. Not many, but we do. In fact, I have never really understood the craze for IPO investing. Why? – I don’t know the management well – In case of listed companies,…
Hello Sir,No matter how much we all say one should not try to time the market, we all still want to know if the market is at its peak or if it has bottomed out.I personally think, one should always prepare than predict. For instance, if you think the markets are overheated, then one can increase cash component in the portfolio. Similarly, if you think markets are offering great bargains, you could increase the investments and reduce liquidity in the…
Hello Sir,Exactly a year ago, I got an opportunity to address the 2nd Year MBA students of Prof. Sanjay Bakshi at MDI, Gurgaon. It’s a premier Business school, consistently ranked in the top 10.The address was a part of the Behavioral Finance & Business Valuation (BFBV) course as covered by Prof. Sanjay Bakshi and the topic was Special Situation Opportunities in the Indian Stock Markets.The presentation went quite well and hopefully the students gained from the case studies and the discussion…
Hello Sir,I have read multiple interviews and books on the lives and investment philosophy of Rakesh Jhunjhunwala, Ramesh Damani and Ramadeo Agarwal.Apart from the fact that they are among the richest investors in India, do you know what is the one thing that I found common among all of them?They all are optimistic by nature and have always believed in the potential of the Indian Economy. This optimism and belief is one of the most underrated skills that any long term…