THOUGHTS ON THOUGHTS

This blog has been created to pen down my thoughts on value-based investment opportunities (or the lack of them) in Indian listed companies. As an enthusiastic reader and life-long student of Behavioural Finance, i also plan to blog on various aspects of investment psychology.

Wednesday, January 6, 2021

Annotated Annual Reports

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Annual reports (ARs) are an excellent source of information and are usually a big factor for any fundamental investor, while taking a call o...
Tuesday, January 5, 2021

Test

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 Test, please ignore
Friday, March 14, 2014

Noida Toll Bridge - The Alternate View

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There is a lot that an investor can learn from this fine looking gentleman. Harvey 'Two Face' Dent is one of Batman's most int...
26 comments:
Thursday, December 5, 2013

Powergrid FPO - A special situation everyone knows about

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Something which is too obvious and which everyone knows about rarely works in investing. "The crowd is never right" is the gyaan w...
8 comments:
Monday, September 16, 2013

NBFCs - the case of the Unknown Unknowables

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For a long time, NBFCs in India have been talked about, from both the positive and negative points of view. Positive, because India is such ...
17 comments:
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