Archive by Author 2pCMJKe1H7

Rajan faces the GRIND

Yes! It’s our 23rd RBI Governor, Mr. Raghuram Rajan, who took charge to face the GRIND that the current state of economy has to offer. GDP growth, at an all-time low….Rising Inflation….& a Depreciating Rupee…….. So, what are the country’s expectations from our new Governor and what initiatives are being taken in his regime to boost growth, control inflation, and strengthen the rupee? Let’s take a look….. Rajan faces the GRIND Raghuram G. Rajan, an IIT-Delhi & IIM-Ahmedabad graduate, a PhD from Massachusetts Institute of Technology, a former International Monetary Fund Chief Economist, famed for his perceptive warnings about the global financial crisis of 2008, took over as the 23rd Governor of Reserve Bank of India on September 5th this year. He took charge at a time when he was immediately expected to face the GRIND that the economy is into – GDP growth, at an all-time low….Rising Inflation….& a […]

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Investing style apt for individual investor – The Peter Lynch Style!

Investing style apt for individual investor – The Peter Lynch Style!

“Go for a business that any idiot can run – because sooner or later, any idiot is probably going to run it.” These are the interesting and popular words of Peter Lynch, a Wharton MBA graduate, a chameleon investor, and the man behind the 29% average annual returns that the Fidelity Magellan Fund made during 1977 – 1990, growing its assets from $20 million to $14 billion!! About Peter Lynch . . . After graduating in 1968, Peter Lynch started working for Fidelity Investments as an investment analyst in 1969; eventually becoming the firm’s director of research by 1974, a position he held till 1977. Lynch was named manager of the little known Magellan Fund in 1977 and achieved historic portfolio results in the ensuing years until his retirement in 1990. His Investment Style Peter Lynch’s investment style adapted to whatever worked at that time, with special emphasis on due […]

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Look for the Right Stocks – The Philip Fisher way

Look for the Right Stocks – The Philip Fisher way

“I don’t want a lot of good investments; I want a few outstanding ones.” These words reflect the modesty of Philip Arthur Fisher, who, with his 70+ years of successful investing experience, is considered the pioneer and the mastermind of the growth stock school of investing.  About Philip A. Fisher… (1907-2004) Philip Fisher, a 1928 drop-out of Stanford Business School, worked as analyst in Anglo-London Bank (San Francisco), switched to a stock exchange firm, and subsequently moved on to start his own money management business, ‘Fisher & Co.’ in 1931. His biggest investing success dates back to 1956, when he acquired a lot of stock in Texas Instruments, long before it went public in 1970. It was first quoted at around $2.70, and went on to go as high as $200 – a rise of 7,400%, that too, without dividends. Fisher’s own gains were significantly higher, given the fact that […]

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Please read the Templeton Document carefully before investing!

Please read the Templeton Document carefully before investing!

Sir John Marks Templeton, the billionaire value-contrarian investor & mutual fund pioneer, is best known for his flagship Templeton Growth Fund which posted a return of 13.8%, compounded annually from 1954 to 2004, outperforming the Standard & Poor’s 11.1% return during the same period. There have been marked examples of his exceptional style of investing: During the Depression of 1930s, John Templeton bought $100 worth of every stock on the New York and American stock exchange that was, then, trading below $1 for a total investment of $10,400. Apparently, he had a pile of junk back then, consisting of stocks of some 104 companies, 34 of which were bankrupt! Just four years later, he sold these holdings for more than $40,000. A whopping CAGR return of ~40%!! Sir John Marks Templeton… (1912-2008) An American-born British stock investor, a CFA charter holder and a renowned philanthropist- very little of what describes […]

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Charlie & the Lollapalooza Effect

Charlie & the Lollapalooza Effect

Acknowledging what you don’t know is the dawning of wisdom- Charles T. Munger True indeed! I came to know much more about the super investor, Charles Thomas Munger, aka Charlie Munger, Vice-Chairman of Berkshire Hathaway over a discussion, which happened impromptu over a lunch meet with my fellow and senior analysts. In The Buffett Menu, we told you about the essential ingredients of the specials in Warren Buffett’s investment menu, basically his investment style. Now, it’s time to introduce you to the lollapalooza effect! As intriguing as it may sound, the concept behind ‘the lollapalooza effect’ holds much importance for the intelligent investor. A concept propounded by Charlie himself. Let me jog my memory, and reiterate the discussion for you. About Charles Thomas Munger… All of us knew about Charlie Munger being a very successful investor, even before joining Warren Buffett in Berkshire Hathaway as the Vice-Chairman. He ran an […]

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