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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

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

5 Life Lessons to learn from Rana Kapoor of Yes Bank

There isn’t an investor I know who hasn’t got scathed in the Yes Bank carnage. From a high price of 400 in Aug 2018 it touched 28 in less than 12 months. For easy math – its was down 94% from its peak in a year and it will have to go up by 1300% just to regain the same top – if it ever does. Much has been said… Read More »5 Life Lessons to learn from Rana Kapoor of Yes Bank

Electric Vehicles – Awesome Potential & Dream ‘BUT’ Very Distant Reality

I wonder how many readers of this blog have ever used Indian Railways but when I first saw the water mug (used by Indians to clean their derrière) tied to chain using a miniature lock – the contraption far heavier than the mug itself, I wondered, A country where a petty mug needs protection – what’s the future of our future and who will protect it with which harness or… Read More »Electric Vehicles – Awesome Potential & Dream ‘BUT’ Very Distant Reality

Why a NDA loss might actually be good for the Stock Markets, Investors and India

Markets seem to have a mind of their own and have historically demonstrated that they discount the future far ahead in their present values. Perhaps that explains why Foreign Institutional Investors have pumped in close to 10 Billion USD in 2019 alone whereas they withdrew almost the same in 2018 from Indian markets and barely invested a net total of 2.6 Billion USD in 3 years (2015 2016 and 2017).… Read More »Why a NDA loss might actually be good for the Stock Markets, Investors and India

In Defense of Vijay Mallaya – The King Of Good Times

Disclaimer : I only know of Vijay Mallaya thru information available in public domain. I feel sorry for the few of his employees (who had to take their lives in distress) and their families. I have come across more than a few people who used to tell me with an accent, pseudo enough, that they only flew kingfisher and took pride in it. The parties that Mallaya threw and the host… Read More »In Defense of Vijay Mallaya – The King Of Good Times

Financial Harakiri Made Easy

My first stock market investment was in year 1992 when my dad gave me some 100 shares of indo gulf fertilizers and I remember it was a bad trade as I traded all my life savings of Rs 17000 in a savings account to the then market price of those 100 shares that was Rs 7600. But laissez-faire prevailed and I got a share certificate with a green transfer form… Read More »Financial Harakiri Made Easy

The chronicle of a reluctant blogger

It’s been a while since the thought of blogging has been lingering in my mind but making a start is always a challenge. As a foreigner I have come across many surprises in the last six months but Slumdog is seemingly the perfect trigger for this start. I hope this lasts.