Contentment about our investments and money matters is determinant not of what is on the outside but of what happens inside of us. The underlying motivation behind most of our investment endeavours is not just the money but the plethora of opportunities that money opens for us. The bigger house, faster cars, better neighbourhoods, and … Continue reading Finding Contentment in Your Investment Journey
“An effective investment philosophy” was his answer when Howard Marks, the renowned investor widely revered for his investment memos, was once asked about the reason behind his investment success. The answer made me curious about my investment philosophy. I worried about not having one. If I do have one, what is it? I do believe … Continue reading Refining My Investment Philosophy: A Journey
Briefing The stock of Vishnu Chemicals has gained at an annual rate of 80 per cent over the last five years – from ₹22 per share in July 2019 to ₹418 per share now. Meanwhile, its net worth grew at an annual rate of 29 per cent*. After remaining unchanged during the five years of … Continue reading Vishnu Chemicals: Quality Stock, But Low Prospects
This edition of our analysis, dated 19 June 2024, discusses the investment prospects of these stocks: Dynemic Products, RACL Geartech, and Kovai Medical Center.
The low rates prevailed from 2008 until 2022 were a result of central bank interventions in response to the financial crisis. However, these interventions deviated from the prudent path, fostering economic distortions and financial imbalances. Modern central bankers' adherence to price stability and inflation targeting, driven by a flawed understanding of history, has contributed to these issues. The repercussions of this flawed monetary policy are soon to be felt as the economy transitions to a more normal monetary condition. This transition is expected to bring about necessary corrections, albeit painful in the short term, and lead to positive long-term consequences.
"Investors must embrace intellectual malleability to navigate the changing investment landscape. Holding onto outdated beliefs can hinder success. Recognizing and adjusting counterproductive behaviours is essential for productive investing."
Investing based on recent stock performance is ineffective. Instead, focus on a stock's expected profitability and earnings power. This method may increase your odds of achieving superior returns. Read on to Know More...
Recognizing Asset Bubbles – preferably before they burst – from Economic Behavioural Changes They Breed. Asset bubbles are formed by the rapid rise in asset prices, far outrunning the asset's fundamentals. Sudden wealth gained through such rapid rise in asset prices initiates marked changes in the economic behaviour of its acquirer: those who were active … Continue reading Asset Bubbles: How to Recognize One?
For successful investing… the market price movement should be given the most consideration… often greater than fundamentals and valuation… The phrase ‘market prices reflect everything’ means that, at any moment, a stock’s price reflects all information concerning its business prospect – and every price change then on reflects a change in those prospects. However, this … Continue reading Significance of Interpreting Market Price Action
Informed decisions don't always lead to good outcomes. Tap into collective intelligence to improve the quality of your investment decisions. The core skill of an equity analyst is the ability to analyse and value a stock to determine its investment prospects. However, making judgments based on insights gained through the analysis and valuation, and the … Continue reading Tapping Collective Intelligence
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