Manufactured Luck

Let us say, your friend and you are partners in a partnership firm. Your friend chances upon a piece of land which may be of use to your p...

The entry of ‘quality’ and ‘moat’ into the lexicon of most investors has resulted in valuations of these businesses touching stratospheric...

Howard Marks in his classic, The most important thing, divides the investing community into people who think that the future can be fores...

Wheels India has announced a rights issue only for minority investors, which seems to present an interesting opportunity.

Students of behavioral finance and game theory would have probably read about the group mind exercise which involves choosing a number...

No framework on portfolio construction can be developed without first choosing between the camps of concentration and diversification. In ...

Whenever a novice investor suffers financial losses in markets pat comes the advice from relatively seasoned players “Consider it as tutio...

While domestic consumption oriented stocks have generally been having a party of their own in the past 2-3 years, one tribe member they cl...

We think Polaris Financial Technology Limited is a good punt in the (oft misused) context of value investing.

Some time back we had made a case link for avoiding the delisting theme since we thought the current regulations are 1) flawed and 2) ...