ZEE Entertainment – Fool’s Paradise or Ugly duckling?
While, I have stopped actively looking at Zee entertainment and have not followed its results in detail. I have been pulled back by a number of messages seeking my opinion…
My First Failed Interview – A blessing in disguise.
I would have not given more than 5 interviews in my life for a Job after campus. The first interview was with Shilpa Krishnan – analyst at Kotak securities. Second…
The secret of DMart Success- Hawk Eye focus on costs
(Only for Laughs ) One of the many successful attributes of successful promoters has been their focus on cost control. Azim Premji has been known to own a preowned Mercedes…
Book Review #15 of 2021: How I almost blew it.
Incredible lessons from India most successful digital entrepreneurs by Sidharth Rao A fascinating and must-read book for people who want to get a synopsis of start-ups of India. The…
What I can Teach Rakesh Jhunjhunwala?
In Q3 FY21 concall of zee entertainment, Rakesh Jhunjhunwala had a disagreement with mgmt about them being conservative about ad growth forecast. I have tracked and covered Zee entertainment stock…
Book review #14 of 2021: Expectations Investing by Michael Mauboussin
Reading stock prices for Better returns Michael and Alfred Rappaport in the book provide intricate details of how to understand the mispricing of stocks from looking at the best indicator…
Lessons from Zerodha – What business are you in?
Nithin Kamath, Founder and CEO of Zerodha, made a few innocuous-looking tweets yesterday which should send the entire broking industry, promoters, and investment bankers into some soul searching. I had…
What Credit Suisse can learn from Santa Banta?
Credit suisse to reveal losses from Archegos ; estimate $7.5 bn losses. ( Article) If any of you have ever played live poker with me, you are bound to hear…
Types of Equity Analysts – Encounters of the Worst Kind
The Management Pet: Always starts with “Great quarter guys!” and is always first to ask. . The analyst wants to show everybody that he is the most experienced analyst with…
Book review #Thirteen of 2021: Start with Why by Simon Sinek
How Great leaders inspire everyone to take action. I would recommend people to watch the Ted talk ( Link here) which became famous of Simon Sinek on the same topic.…
Types of Fund managers (based on personal experiences)
Techno Fundamental FM: I agree with your structural fundamental story - charts are also showing accumulation and break out. Pseudo Long term FM: This is a structural story that will…
Book review #Twelve of 2021: Robert Iger – The ride of a Lifetime
Lessons in creative leadership from the CEO of Walt Disney company The book reads like an autobiography of Robert Iger – one of the most successful CEOs in the world. …
A Comic take on Value Investors
https://videopress.com/v/NL5khOxw?autoPlay=true&preloadContent=metadata
Why you should not play tennis like Boris Becker and play poker like Andre Agassi
Deepak Dhayanithy in his book “Strategy Huddle” talks about a very interesting event to understand behavioral strategy . This is about Andre Agassi telling the world how he had an…
A Comic take on a life of Traders
The story of every trader looking for a life partner . Watch till end. https://videopress.com/v/NBt1fd95?preloadContent=metadata
Book Review #Ten of 2021: Hard thing about Hard things
A book by Ben Horowitz. I heard it is so popular among Venture capitalists, that they refuse to fund a startup until the founders have read this book. When a…
Why I Bought ACC and Sold and Started to listen to Music?
No one in Mumbai can be a trader/investor until and unless he has traveled in the local trains where the wisdom of years of trading are available for free by…
Book Review #NINE of 2021: Extraordinary Delusions and the Madness of Crowds
An Investment classic published in 1852. People like crowds. The bigger the crowd, the more people show up. Small crowd, hardly anybody shows up. -Gallagher With Gamestop, Tesla, and Bitcoin…
Book review #Eight of 2021: Bulls, Bears and Other Beasts
A Story of Indian stock market by Santosh Nair I had an induction course at my MBA Campus and a 2-day induction session at my first job at SBI capital…
Fictional Cryptocurrency in India
A satirical note. Please dont try to invest in them. U-turnCoin - This is a negative cryptocurrency. All political leaders are given 100 coins by the election commission. As soon…
Book review #Seven of 2021: The Ten Commandments of Business Failure
By Donald Keough – A Coco-cola executive and with foreword from Warren buffet. This book immediately jumps into the best books on business in my list and simply put not…
Book review #Six of 2021: Business Adventures by John Brooks.
Twelve classic tales from the world of wall street. The bizarre move in Gamestop stock last week prompted me to read this book especially to understand a similar stock cornering…
Book Review #Five of 2021: Lessons life taught me unknowingly
An Autobiography of Anupam Kher. The first time I watched Anupam Kher on screen was in the Movie Karma – the Multi starrer and I would repeatedly as a kid…
Book review #Four of 2021: Feast for Vultures
“It is easy to get anything done in India provided you know whom to contact with how much money.” I had heard Josy Joseph on TedxGateway in 2016 and his…
Book review #Three of 2021: Azim Premji – The Man beyond the billions.
An Authorized Biography of the very private man Azim Premji. They are 4 business leaders who have influenced me a lot Narayan Murthy, Azim Premji, Bill Gates and Steve…
Book Review #Two of 2021: The Halo Effect
Exeptional Book in explaining biases while trying to understand business performance.
Book review #One of 2021: The Psychology of Money
Why I feel very wealthy and successful after reading this book and hopefully stay. The Psychology of Money by Morgan Housel is a very interesting read and a must recommend…
ZEEL Q1FY21 : Band-aid on something that needs stitches
Q1 FY21 results of Zee entertainment was an exercise by management in trying to shore up investor confidence in governance and give some straws of hope to the few bullish…
ZEEL -There is seldom one cockroach in the kitchen
ZEEL a 15k crore market cap made provisions/write offs of Rs 1500cr of write off and claims in a qtr!!! . A company whose promoters who have lost almost all…
The Bizarre Case of ELCID Investments: A 18x-70x bagger ?
Elcid Investments is a listed entity on BSE with a Market cap of mere 18 lakhs. However, the company is an investing company and owns 4.3% or 4.06 lakhs shares…
House Money Effect: Why I watched Cricket World cup for a Lakh and A Fund Manager Sold his house?
In 2011 cricket world cup, India had entered the Quarter finals in World cup and I fancied a chance of India reaching the finals to be played on Wankhede. I…
Trip to Norway and Why I got deported?
-Co-authored with Vidish Mantri The northern lights have always fascinated me and I with my nephew decided to travel to Norway this winter (Jan 2020) for the experience. To increase…
IKIGAI – A year of Quitting
Today marks 1-year of me quitting the corporate rat-race and doing away with the addiction of a salary. The idea behind this was to now spend more time in…
Gambler’s Fallacy : Do you really have an edge?
The reason to get into any bet or trade is to take an advantage of the pay-outs because of the edge that you have. The edge could be a function…
Poker or Investing – The problem of being STUCK.
Being stuck in Poker or Investing means that you are currently losing money. In poker, this could refer to your current session or this could refer to your cumulative results…
Jagriti Yatra – Day zero
15 days , 12 destinations , 15 role models , 500 youth , 8000 Kms Today I embark upon a 15-day long, national train journey that will take you 8000…
Poker or Investing – The Tough Task of not being Result oriented
Years ago investor Mohnish Pabrai lost big on an investment in a troubled lender called Delta Financial. Soon after he did an interview with SmartMoney magazine: SmartMoney: How do you…
ZEEL Stake sale- Financial or Strategic Partner. Which Augurs better?
Zee stake sale of upto 50% of promoters holding is likely to be concluded soon as per promoter’s statements in investor concall and on an interview with CNBC. https://www.cnbctv18.com/videos/business/zee-entertainment-stake-sale-to-conclude-by-early-july-says-ceo-punit-goenka-3489961.htm Also,…