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Munger on the Wealth Effect
In November 2000, Charlie Munger gave a speech at a Breakfast Meeting of the Philanthropy Roundtable. The talk touches upon several interest...
Munger on Activity vs Patience
Charlie Munger’s 1998 speech, Investment Practices of Leading Charitable Foundations, observes how large charitable foundations and universi...
Charlie Munger on the Importance of Investment Psychology
Legendary investor Charlie Munger’s speech, A Lesson on Elementary, Worldly Wisdom as It Relates to Investment Management and Business, offe...
Charlie Munger on Why Great Businesses Beat Bargain Businesses
In 1994, celebrated investor and Berkshire Hathaway Vice Chairman Charlie Munger delivered his famous speech The Art of Stock Picking as a S...
Intelligent Investor: Stock Selection for the Defensive Investor
In an earlier blog, we examined Benjamin Graham’s views on how a defensive or conservative investor should build his portfolio. In a later c...
The Intelligent Investor: Investment Funds
For most of us looking to build wealth, it isn’t about whether we should invest in funds — but how. Should you build a portfolio by yo...
The Intelligent Investor: The Aggressive Investor’s Portfolio with a Positive Approach
First published in 1946, Benjamin Graham’s The Intelligent Investor outlines an investment philosophy rooted in discipline and structured, w...
The Intelligent Investor: The Aggressive Investor’s Portfolio with a Negative Approach
First published in 1946, Benjamin Graham’s The Intelligent Investor outlines an investment philosophy rooted in discipline and structured, w...
The Intelligent Investor: Understanding The Aggressive Investor
Benjamin Graham’s book The Intelligent Investor, offers an investment philosophy rooted in discipline. The book may have been first publishe...
The Intelligent Investor: Understanding The Defensive Investor
First published in 1949, The Intelligent Investor by Benjamin Graham remains one of the most influential books ever written on investing and...
The Intelligent Investor: Investment vs Speculation
In the world of finance and wealth creation, investing and speculation are often misunderstood. Benjamin Graham, widely regarded as th...
A Lesson on Elementary Worldly Wisdom: Tax Efficiency and Passive Costs
Legendary investor Charlie Munger gave a lecture in 1994 at the University of Southern California titled A Lesson on Elementary Worldly Wisd...
A Lesson on Elementary Worldly Wisdom: Mathematics and Probabilistic Thinking
In his influential 1994 lecture, A Lesson on Elementary Worldly Wisdom, delivered at the University of Southern California, Charlie Munger l...
A Lesson on Elementary Worldly Wisdom: Economics and Competitive Advantage
In his seminal lecture A Lesson on Elementary Worldly Wisdom, given at the University of Southern California in 1994, legendary investor Cha...
A Lesson on Elementary Worldly Wisdom: Applying Multiple Mental Models to Understand a Business
In a famous lecture titled A Lesson on Elementary Worldly Wisdom, given at the University of Southern California in 1994, Charlie Munger — t...
Munger Investment Checklist Part 10: Focus
Warren Buffett’s longtime partner, Charlie Munger, left behind a legacy that reached far beyond the world of investing. Celebrated for his s...
Why Conservative Investors Shouldn’t Ignore Equity
When it comes to building wealth, conservative investors often prefer fixed-income instruments such as bonds, deposits, or government securi...
A Lesson on Elementary Worldly Wisdom: Circle of Competence
In a famous lecture titled A Lesson on Elementary Worldly Wisdom, given at the University of Southern California in 1994, Charlie Munger — t...
Top Mistakes Conservative Investors Make and How Portfolio Management Schemes Avoid Them
Conservative investors often enter the markets with the right intention: to protect capital and grow wealth steadily. Prudence is a strength...
Munger Investment Checklist Part 4: Intellectual Humility
Charlie Munger, Warren Buffett’s long-time partner at Berkshire Hathaway, was admired not just for his sharp investment instincts, but also ...
Charlie Munger’s Investing Principles Checklist, Part 2: Independence
Charlie Munger, Warren Buffett’s long-time partner at Berkshire Hathaway, is admired for his investment acumen as well as his ability to sim...
Charlie Munger’s Multiple Mental Models Approach to Investment
Charlie Munger, the visionary vice-chairman of Berkshire Hathaway and longtime partner of Warren Buffett, revolutionised investing with his ...
The Role of Dividend Stocks in Conservative Long-Term Value Investing
In an investment world often driven by momentum and speculation, dividend stocks continue to be a beacon of stability, especially for conser...
How PMS Providers Are Adapting to SEBI Regulations to Serve Conservative Clients Better
In India’s fast-evolving financial ecosystem, Portfolio Management Services (PMS) have become a preferred investment vehicle for high-net-wo...
Becoming a Better Investor: Inconsistency-Avoidance Tendency
In Poor Charlie’s Almanack, legendary investor Charlie Munger highlights 25 psychological tendencies that influence how we think and make de...
Becoming a Better Investor: The Doubt Avoidance Tendency
In Poor Charlie’s Almanack, legendary investor Charlie Munger outlines 25 psychological tendencies that shape our thinking and decision-maki...
Becoming a Better Investor: The Liking/Loving Tendency
Legendary investor Charlie Munger, in his book Poor Charlie’s Almanack, highlights 25 key psychological tendencies that influence the way we...
Indian Pharma Industry Sees Double Boost: API Prices Drop and Chronic Drug Sales Surge
Pharmaceuticals is an industry that, along with financial services could be labeled as one being underpenetrated in India. However, that’s c...
King coal holds strong in India’s energy mix
Despite the increasing focus on renewable energy sources, coal appears likely to remain dominant in most of Asia’s energy sector for some ti...
‘Premium’ flavour favours consumption demand
The post-COVID-19 pandemic period has seen a notable trend in the Indian consumer market. Wealthier individuals are spending more on luxury ...
Tata Technologies Scores a Blockbuster Listing
The much-anticipated initial public offering (IPO) of Tata Technologies, a global engineering and product development services company witne...
Hyperlocal Jewellery Brands Dominate Small-Caps, Focus on Tier-II Cities
In an intriguing revelation within the sectoral indices, the Gems and Jewellery Index showcases a remarkable trend – the domination of hyper...
The K-shape in The Luxury Car and Two-wheeler Markets
India’s automotive landscape presents a contrasting tale of luxury and utility. Luxury car sales are racing to new heights, while entry-leve...
Aeroflex, TVS and Concord Biotech Listings Gain on Debut in August 23
In a display of investor confidence and market enthusiasm, four Indian companies achieved stellar stock market debuts in August 2023. The fi...
Recent Small Cap IPOs Witness Divergent Market Debuts
In the fast-paced world of Indian business, the IPO market has been bustling with activity recently, with several companies making their deb...
IPOs 2023: Small Caps Thrive Amidst Market Caution
The Indian markets have displayed robust returns so far in 2023, though IPOs have encountered a somewhat cautious reception. While many list...
Why Do Mutual Funds Favour HDFC Group Companies?
Indian mutual funds play a significant role in the country’s investment landscape, offering retail and institutional investors opportunities...
Does India’s Asset Management Industry Need More Women?
SEBI lists 405 firms that have Portfolio Management Services licences. PMS investments has touched 26.7 lac crores. These numbers have only ...
Data Backup at the Stock Exchanges
In a talk at IIM Bangalore a few weeks ago, SEBI chairperson Madhabi Puri Buch described a very interesting development with respe...
Inflation Is Here
We had written in March about inflation creeping into the economy. It is now clearly visible in the data, as well as anecdotally. The Feder...
Please See if You Can Avoid PSUs
We have spoken earlier about investing in Public Sector Units (PSUs; government owned and controlled companies), and why they should be avoi...
Bank Credit Growth Is Down
Total bank credit in India as of July, 2021 was 109 lakh crores. Between bank credit and corporate bonds, it is bank credit that does the he...
First Mention of Fed Taper
The US Federal Reserve just released the minutes of its April joint meeting with the FOMC (Federal Open Market Committee), in whic...
Where Do Institutions Invest?
A recent report by Kotak Institutional Equities observes that almost 70% of the portfolio of mutual funds and more than 70% of por...
Happy Birthday NIFTY
The National Stock Exchange (NSE) Fifty index, better known as the NIFTY 50, or just the NIFTY, is India’s primary stock market index. It wa...
The Changing Complexion of Bank Loans
For the past many years, commercial bankers have been saying that due to India’s high levels of non-performing assets (NPAs) in the corporat...
RBI Enables Retail Investors to Invest in Gilts
The RBI, in a recent announcement, has proposed to allow retail investors to directly access its system for placing orders for government se...
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