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Thursday, 7 July 2011

[Guest Post] Capital Allocation in a Portfolio

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This post is from Prabhakar Kudva ( http://investment-in-sight.blogspot.com ).  Capital allocation is probably one of the most important ...
Wednesday, 6 July 2011

Portfolio Construction: How many stocks should I have in my portfolio?

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The first question that I had was on the number of stocks I should be holding in my portfolio. Typically, investors are mostly over-diversif...

Questions on constructing a portfolio

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When I first seriously thought about building an investment portfolio, I had a lot of questions that came to my mind. What I wanted was to b...
Monday, 4 July 2011

Conversation With Charlie Munger

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Conversation With Charlie Munger (Notes taken by http://inoculatedinvestor.blogspot.com)
Sunday, 3 July 2011

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Charlie Munger's Parody (distributed at the last Wesco meeting)
Saturday, 2 July 2011

Shriram Transport Finance Complay Ltd (STFC) - RBI Policy Update

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RBI's monetary policy announced on May 3rd had created a lot of confusion on whether STFC's securitized assets would continue to be ...
Friday, 1 July 2011

Portfolio Review: Half-Yearly

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H1 2011 comes to an end. Sensex started the year at and is today at 18763. During this period., India's primary index has lost 8.51%. ...
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