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PVR Cinemas – House Empty – Future Bleak – Retail Shareholders Euphoric

Warren Buffett’s seemingly most popular quote “Price is what You pay and Value is what You get” doesn’t seem more destroyed or intrigues the patron more, when one pays ~Rs300 / USD 4.5 for a 100 gms box of popcorn at an Indian multiplex, whereas in India 700 million people earn less than Rs 100 per day or say ~USD1.4 / day But this piece isn’t about the Indian Economy,… Read More »PVR Cinemas – House Empty – Future Bleak – Retail Shareholders Euphoric

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)

Investors are Dancing – But no music can be heard

Is a Financial Tsunami Building up? Just as the stock price of Tesla kisses $2000 (and by the time i finish writing this piece, it might be $2200) and Apple is way past the 2Tr$ Marcap, I receive a text message from an enthusiastic friend of mine who first started investing a few months ago (March 2020) after being forced to work from home and shared his stellar success at… Read More »Investors are Dancing – But no music can be heard

Is God The Richest & The most Selfish being on the planet?

The Fragile ground, God’s been occupying for 5000 yrs Human Race and all other living beings were pretty much content with foraging sleeping and procreating for millions of years till God arrived and changed every single order that existed since last 2 million years, made us all useless, allowed us to comfort and bask in the warmth of its existence and the proverbial eye that it kept on us. We… Read More »Is God The Richest & The most Selfish being on the planet?

What Indian Kings and Leaders have in common – “Keep’m Poor!”

As I saw Sengar walking out of the court with a despicable smirk on his ugly face, his expression said “I might have committed the most heinous crime but this is a minor blip and I will soon be back – because in India “Sab Chalta Hai”. How I wish and pray someone had done a Hyderabad on him. And that smirk has pretty much defined the character of this… Read More »What Indian Kings and Leaders have in common – “Keep’m Poor!”

Difference between Akshay Kumar and Promoters of listed companies masquerading as Philanthropists

Corona Virus is a tragedy, the likes and intensity of which, this planet hasn’t seen in more than 100 years. While this will change the basic behaviour of us humans, in ways that we can’t fully fathom yet, everyone (esp the stalwarts of the industry and more specifically promoters of listed companies) getting sentimental and pouring their hearts and coffers out for the relief measures must remember a few things.… Read More »Difference between Akshay Kumar and Promoters of listed companies masquerading as Philanthropists

The curious & inexplicable numbers of Avenue Supermarts (D’ Mart)

Every investor on this planet wants to strike as big as Buffett at some point in his life at least once. And this brethren is secular, always researching, thinking calculating and finding that one multi-bagger that would be life changing and altering. This cannot be denied that more money can / has been / could, be made in stock markets than any other asset class. As I write this piece,… Read More »The curious & inexplicable numbers of Avenue Supermarts (D’ Mart)

Case for ‘Exuberance’ in the times of Uncertainty and Fear

As we see the world rummaging thru the stores scampering for toilet paper its amazing to see how soon the irrational exuberance as late as Jan 2020 has turned to unreasonable fear and collectively, majority of the people become less confident of the future and forget/ignore the resilience and the intelligence of human race. We Humans aren’t Gods gift to the planet and no different from the virus/es that are… Read More »Case for ‘Exuberance’ in the times of Uncertainty and Fear

Corona May be The Biggest Blessing in Disguise for Humanity

As Lenin famously quoted – There are decades where nothing happens and there are weeks where decades happen. The start of the year of Rat as per the Chinese Zodiac turned out to be uneventful and 2020 was supposed to bring prosperity, progress, fertility and be lucky for all other signs too. Early-Feb 2020, Corona had just about started to grip China and the rest of the world thought it to… Read More »Corona May be The Biggest Blessing in Disguise for Humanity

How Will You Measure Your Life

Since I am personally fond of writing and penning my thoughts as an active blogger, I have never been a fan of producing anything verbatim. But Clay Christensen s article from Harvard Business Review, below, is a lethal combination of philosophy, Corporate Conduct, Prioritisation, life lessons and above all refreshingly different from the humdrum of infinitely large supply of gyaanavailable on the net. I wanted this to be a permanent… Read More »How Will You Measure Your Life