Blog

Quality portfolio with long-term returns

Date16 Feb 2021

Comment0

How a low-cost Coffee Can helps investors This article first appeared on ET Prime and the original link is here The CCP is a portfolio of high-quality stocks with high RoE and strong fundamentals. But many a times, it comes with a...

Vaccine and the wisdom of crowds : How stock markets picked the pharma winners from vaccine contenders

Date15 Dec 2020

Posted ByAnish Teli

Comment0

CategoriesBehavioral Finance, Media, Systems Investing

This article first appeared in the Economic Times on 14th Dec 2020. WebLink PdfLink The markets can price stocks much before the official information, based on the wisdom of crowds. The markets seem to be able to price stocks much before the...

Dalal Street Rules 2018-2019

Date07 Nov 2020

Posted ByAnish Teli

Comment0

CategoriesBehavioral Finance, Dalal Street Rules Series, Systems Investing

Dil hai to phir dard hoga, Dard hai to dil bhi hoga. Mausam guzarte rehte hai – ‘Dil Se’ The above extract from a famous bollywood song were Ajay Kaul’s favorite. It showed the dual nature of life. If you have a...

Dalal Street Rules – Year 2017

Date19 Jun 2020

Posted ByAnish Teli

Comment0

CategoriesBehavioral Finance, Dalal Street Rules Series, Factors, Systems Investing

Year 2017 – The gloom and doom pundits were in business in India. A famous fund manager said demonetization would result in the economy crashing albeit may be for few quarters but the effect would be as extreme as a moving car...

Annual Investor Letter – 2019-20

Date09 Apr 2020

Posted ByAnish Teli

Comment0

CategoriesBehavioral Finance, Factors, Investor Letter, Systems Investing

Dear Investors, It would be an understatement to say that we live in unprecedented times. While we have seen our share of local epidemics like SARs, MERs, Swine Flu etc. a pandemic of this magnitude was last seen over a hundred years...

The Most Awaited Bear Is Here. But there is no reason to panic.

Date13 Mar 2020

Posted ByAnish Teli

Comment0

CategoriesBehavioral Finance, Factors, Investor Letter, Systems Investing

Dear Investors and friends, This last few weeks are perhaps the most volatile and fastest markets have been in post 2008. We have the distinction of seeing the fastest fall in stock market history ever. In 19 trading sessions most equity markets...

Popular Posts

Categories

Tags