I was just strolling through my Archive and found this one page no frill report I had written on Orient Cement Demerger Sure, because of the su...

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Spinoff

    Had an interesting Tweet chat the other day about Buy and hold, tactical timing and why majority of mutual fund customers end up losing ...

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Buy and hold baloney

An article in Mint Please read the above article before you read my blog below any further.. Now my Critique.Topic of the article above is Are Ulips b...

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Monster Boy ULIPS

TREND FOLLOWING. A lot has been written on value Investing in the last few decades. The Poster Boy (daddy) Warren Buffet has done a wonderful job in p...

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TREND FOLLOWING.

  And so the Jury is in… Let us put this debate to an end, at least from my side. After endless, to and fro conversations and debates on social...

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Ranking.

This blog is in continuation to my last one. Here we will talk about the behavior gap between what Mutual funds claim to be their CAGR returns Vs the ...

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BUY&HOLD MF Returns.

This blog is inspired by an interesting twitter debate that got underway after a mutual fund floated a full page ad on National daily,cautioning the w...

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Ethics and Mutual Funds.

One of my friends/client asked me a very interesting question. He said  “wouldn’t this market fall look like a blip on a 20 year chart of a b...

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Draw-down Termite

General
Biases