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Sunday, 26 February 2017
Building the Right Investment Temperament - Excerpts from Howard Marks - Part 5
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Being attentive to cycles • Just about everything is cyclical. Cycles always prevail eventually. Nothing goes in one direction forever. A...
Saturday, 18 February 2017
Guru Speak - Charlie Munger speaks at the Daily Journal annual meeting
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Always instructive to hear Charlie Munger.
Tuesday, 31 January 2017
Building the Right Investment Temperament - Excerpts from Howard Marks - Part 4
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Howard Marks has written extensively on risk and its management. The riskiest things: the most dangerous investment conditions generally ...
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Friday, 27 January 2017
Building the Right Investment Temperament - Excerpts from Howard Marks - Part 3
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There are two essential ingredients for profit in a declining market: you have to have a view on intrinsic value, and you have to hold tha...
Tuesday, 24 January 2017
Building the Right Investment Temperament - Excerpts from Howard Marks - Part 2
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Since other investors may be smart, well-informed and highly computerized, you must find and edge they don't have. You must think o...
Building the Right Investment Temperament - Excerpts from Howard Marks - Part 1
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Over the years, I have come to the conclusion that the most critical aspect in investing is to be able to build the right temperament. To...
Thursday, 29 December 2016
Techno Electric: Q2 Concall Summary
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Q2 Concall Summary Order book as on 30th September 2016 stands at Rs.2,500 crores, which includes our L1 position in 765 kV Substation ...
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