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“In India, companies may fall sick, but promoters rarely do!”

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May 2016

Book Review for Outlook Business :100 Baggers~by Christopher Mayer

Hey ! my book review of Christopher Mayer’s ” 100 Baggers : Stocks that return 100-1 & how to find them “  now features online on Outlook Business….just also happily observed that  Stock Select for 2016  published in December 2015 is trending  online as the No 1 most popular read on Outlook Business this year !….surely …

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Stanley Druckenmiller warns of an Endgame in Equities ~ He’s into Gold

Stanley Druckenmiller warns of an Endgame in Equities ~ He’s into Gold  He makes out quite a compelling case for an endgame in Equities with this address earlier this month at the celebrated Annual Sohn Investor Conference of Hedge Fund Managers http://www.zerohedge.com/news/2016-05-07/stan-druckenmiller-endgame-his-full-apocalyptic-presentation He’s a self made Billionaire famous largely for the US $ One Billion …

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In Bangalore in September 2016~Anyone for Fundamental Equity Research Training?

Hey ! Have been getting repeated requests for Fundamental Equity Training in Bangalore…reminded just today by one more such request from Chitra 🙂 Here I come ! Am Scheduled to be in Bangalore for the month of September 2016 & thought it would be great idea to conduct Fundamental Equity Training while there in one …

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Aswath Damodaran~Margin of Safety is an excuse for Inaction in risky times!

Chanced upon this latest from the well known Prof Aswath Damodaran who teaches Corporate Finance & Equity Valuation at the Stern School of Business in New York Makes interesting reading as he expresses quite vividly the doubt our minds are occupied ,rather tortured with, when engaging in Valuation exercises in uncertain & risky times as …

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Opprobrium~Harsh Censure~ Charlie Munger thrashes Valeant Pharma calling it a sewer

Came across the use of Opprobrium in context of the shaming the conduct of  Valeant Pharmaceuticals, once the darling of Wall Street It stands for Harsh Criticism or Censure or public disgrace for shameful conduct…. Valeant has been accused of Price gouging, secret network of speciality pharmacies & fraud   Always loved the Bluntness of Charlie …

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