The Investing Lab : Bangalore Edition-11th-12th June (Pay as you want workshop)

“Part of my joy in learning is that it puts me in a position to teach” – Seneca I love teaching and the experience so far has been fabulous. It gives me an opportunity to meet some amazing people, learn from them and impart the knowledge which I have to offer . The last workshop […]

The Investing Lab : Mumbai Edition on 23rd and 24th April

You have heard a lot of ‘Gyan’ on investing. Specially, Value Investing !!! People promising to make you ‘Wise’ and great at investing by showing you annual reports of companies which behaves like clock-work Or they tell you that you could have become Crorepatis if you would have invested in some companies 20 years back […]

Eye of the tiger (and the cubs) : Investing – Julian Robertson way !!!

In my attempt to learn in-depth the working style of prominent investors, I explored Ralph Wanger in my first such post. His book was amazing and gave a lot of insights. This is my attempt to explore another great investor: Julian Robertson ( popularly called the ‘Tiger’). I recently read a lot about him, including […]

Wait: Don’t Read Warren Buffett Letters!!!

To remove all doubts, let me first come out and say this clearly: Yes, I am a ‘Value’ Investor. No, I don’t invest only in low PE, low PB stocks and Growth is an essential component of ‘Value’ for me and most importantly, I absolutely cherish Warren Buffett Letters (and many other Investor letters which I intend to […]

Small cap investing: The Ralph Wanger way

Recently I finished reading a lot of available stuff on Ralph Wanger including his book, A Zebra in Lion Country. Ralph is popular not only for his success in investing, but also for his wit and metaphors. If there are any doubts, this is how he describes Portfolio Managers: “Zebras have the same problems as institutional […]

Wisdom Pill – Vol 4

First of all, let me congratulate all Indian reader on celebrating yet another year of freedom and independence. It’s high time this greatly diverse nation breaks some crippling factors which impediments its progress and move forward to a brighter future and I, like many others, hope that the current government at the center will give […]

Scuttlebutt with Paul Lountzis

At the start of my investment career, few thoughts which made obvious sense to me were received from few amazing resources of knowledge. Besides the usual Buffett letters and Graham’s Security Analysis and many other books, a favorite of mine was ‘Common Stock and Uncommon Profits’. Philip Fisher always referred to Scuttlebutt ( Original term […]