seeking alpha

10 Blunders – 1 Arrogant Company – Millions of Shareholders Suffering (The story of ITC)

  Dear Board Members, As a minority shareholder while I sift thru the 368 page Annual Report (AR) of my company, it seems and appears to be a manifesto of a large political party that is proud of what its done in the past and what it hopes to do even if nothing sounds or appears to be value accretive for the shareholders.  Markets are wise and perceptions are strong… Read More »10 Blunders – 1 Arrogant Company – Millions of Shareholders Suffering (The story of ITC)

‘Skin in the Game’ Reform: A Game Changer in the MF and Wealth Management World to Save the Retail Investor

Indian benchmark indices are at a lifetime high and hundreds of stocks that have been the market darlings are at their yearly and some 2-yearly lows. This fall has been precipitated in a matter of last -mere 5 months. Obviously most of the fund managers (mutual funds, private wealth, PMS schemes) are finding corners to hide where they can find respite and concoct some solid theories and reasons for wealth… Read More »‘Skin in the Game’ Reform: A Game Changer in the MF and Wealth Management World to Save the Retail Investor

The Savers Dilemma

During a recent trip to the US, I happened to meet many young executives from the Silicon Valley, doing relatively well and perhaps in the 95 percentile of income group but all fed up with lack of options to generate alpha on their idle cash lying in their savings / checking accounts. And that too in one of the most advanced and efficient consumption driven economies on the planet. One… Read More »The Savers Dilemma