The Reluctant Analyst

Book review #14 of 2021: Expectations Investing by Michael Mauboussin

By Vikash Mantri April 12, 2021Book reviewNo Comments

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?

By Vikash Mantri April 8, 2021InvestingNo Comments

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?

By Vikash Mantri April 6, 2021InvestingNo Comments

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

By Vikash Mantri April 2, 2021Humor, Investing2 Comments

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

By Vikash Mantri March 31, 2021Book reviewNo Comments

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)

By Vikash Mantri March 23, 2021Humor, InvestingNo Comments

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

By Vikash Mantri March 22, 2021Book reviewNo Comments

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

By Vikash Mantri March 16, 2021Humor, InvestingNo Comments

https://videopress.com/v/NL5khOxw?autoPlay=true&preloadContent=metadata

Why you should not play tennis like Boris Becker and play poker like Andre Agassi

By Vikash Mantri March 15, 2021Book review, PokerNo Comments

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

By Vikash Mantri March 10, 2021HumorNo Comments

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

By Vikash Mantri March 8, 2021Book reviewNo Comments

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?

By Vikash Mantri March 3, 2021Humor, Investing1 Comment

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

By Vikash Mantri March 1, 2021Book review, InvestingNo Comments

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

By Vikash Mantri February 22, 2021Book reviewNo Comments

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

By Vikash Mantri February 18, 2021Humor, Investing, UncategorizedNo Comments

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 Vikash Mantri February 16, 2021Book reviewNo Comments

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.

By Vikash Mantri February 8, 2021Book reviewNo Comments

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

By Vikash Mantri February 1, 2021Book reviewNo Comments

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

By Vikash Mantri January 25, 2021Book reviewNo Comments

“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.

By Vikash Mantri January 20, 2021Book reviewNo Comments

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

By Vikash Mantri January 15, 2021Book review1 Comment

Exeptional Book in explaining biases while trying to understand business performance.

Book review #One of 2021: The Psychology of Money

By Vikash Mantri January 11, 2021Book review, InvestingNo Comments

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

By Vikash Mantri August 18, 2020InvestingNo Comments

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

By Vikash Mantri July 25, 2020Investing2 Comments

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 ?

By Vikash Mantri July 21, 2020Investing1 Comment

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?

By Vikash Mantri July 13, 2020InvestingNo Comments

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?

By Vikash Mantri July 6, 2020travelNo Comments

-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

By Vikash Mantri July 1, 2020UncategorizedNo Comments

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?

By Vikash Mantri June 23, 2020Investing, Poker1 Comment

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.

By Vikash Mantri June 17, 2020Investing, Poker1 Comment

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

By Vikash Mantri December 24, 2019Uncategorized1 Comment

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

By Vikash Mantri August 7, 2019Investing, PokerNo Comments

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?

By Vikash Mantri July 29, 2019InvestingNo Comments

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,…