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Kazakhstan and Uzbekistan trip – The Silk Road and Paradise of Islamic architecture ( Jan 2023)

Posted by By Vikash Mantri January 31, 2023
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Investing or Poker: If you Don’t Practice – You don’t play

Posted by By Vikash Mantri October 22, 2022
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The Magic of Masai Mara – Bucket list adventure

Posted by By Vikash Mantri September 3, 2022
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Kazakhstan and Uzbekistan trip – The Silk Road and Paradise of Islamic architecture ( Jan 2023)

Posted by By Vikash Mantri January 31, 2023Posted intravelNo Comments
I took the Road most travelled by and was dazzled by the architecture. Kazakhstan is currently Visa-free for Indians and a very economical travel destination providing you with adventure activity,…
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<strong>Investing or Poker: If you Don’t Practice – You don’t play</strong>

Investing or Poker: If you Don’t Practice – You don’t play

Posted by By Vikash Mantri October 22, 2022Posted inUncategorizedNo Comments
“I love to practice. I need to practice. How can I skip practice? I need it.”  - Michael Jordan Some days ago at an Investor conference - I talked about…
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<strong>The Magic of Masai Mara – Bucket list adventure</strong>

The Magic of Masai Mara – Bucket list adventure

Posted by By Vikash Mantri September 3, 2022Posted intravel, UncategorizedNo Comments
This was part of a 12 day trip. Will write about the full trip later. Day 0: Reach Nairobi.  Get a briefing from Shashank Birla from Wilderlust expeditions –Naturalist and…
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Invesco Partial exit from ZEEL- Learnings from mistakes?

Posted by By Vikash Mantri April 6, 2022Posted inUncategorizedNo Comments
“It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes.”Warren Buffet Invesco bought a 11% stake in Zee in August 2019 at Rs 400 –…
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Why are Zerodha and ZOHO Ceo’s arguments on listing mistaken?

Posted by By Vikash Mantri November 13, 2021Posted inUncategorized1 Comment
A case of Tail wagging the Dog. You always have a choice between Dmart and Reliance Power. Recently Nithin Kamath CEO of Zerodha has tweeted the reason to Not IPO…
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ZEE Entertainment – Fool’s Paradise or Ugly duckling?

Posted by By Vikash Mantri May 26, 2021Posted inInvesting1 Comment
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…
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My First Failed Interview – A blessing in disguise.

Posted by By Vikash Mantri April 28, 2021Posted inUncategorizedNo Comments
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…
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The secret of DMart Success- Hawk Eye focus on costs

Posted by By Vikash Mantri April 22, 2021Posted inHumor1 Comment
(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…
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Book Review #15 of 2021: How I almost blew it.

Posted by By Vikash Mantri April 20, 2021Posted inBook reviewNo Comments
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…
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What I can Teach Rakesh Jhunjhunwala?

Posted by By Vikash Mantri April 13, 2021Posted inInvestingNo Comments
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…
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Book review #14 of 2021: Expectations Investing by Michael Mauboussin

Posted by By Vikash Mantri April 12, 2021Posted inBook review1 Comment
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…
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Lessons from Zerodha – What business are you in?

Posted by By Vikash Mantri April 8, 2021Posted inInvesting1 Comment
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…
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What Credit Suisse can learn from Santa Banta?

Posted by By Vikash Mantri April 6, 2021Posted inInvestingNo 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…
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Types of Equity Analysts – Encounters of the Worst Kind

Posted by By Vikash Mantri April 2, 2021Posted inHumor, 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…
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Book review #Thirteen of 2021: Start with Why by Simon Sinek

Posted by By Vikash Mantri March 31, 2021Posted inBook 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.…
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Types of Fund managers (based on personal experiences)

Posted by By Vikash Mantri March 23, 2021Posted inHumor, 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…
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Book review #Twelve of 2021: Robert Iger – The ride of a Lifetime

Posted by By Vikash Mantri March 22, 2021Posted inBook 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. …
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A Comic take on Value Investors

Posted by By Vikash Mantri March 16, 2021Posted inHumorNo Comments
https://videopress.com/v/NL5khOxw?autoPlay=true&preloadContent=metadata
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Why you should not play tennis like Boris Becker and play poker like Andre Agassi

Posted by By Vikash Mantri March 15, 2021Posted inBook 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…
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A Comic take on a life of Traders

Posted by By Vikash Mantri March 10, 2021Posted inHumorNo Comments
The story of every trader looking for a life partner . Watch till end. https://videopress.com/v/NBt1fd95?preloadContent=metadata
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Book Review #Ten of 2021: Hard thing about Hard things

Posted by By Vikash Mantri March 8, 2021Posted inBook 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…
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Why I Bought ACC and Sold and Started to listen to Music?

Posted by By Vikash Mantri March 3, 2021Posted inHumor, 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…
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Book Review #NINE of 2021: Extraordinary Delusions and the Madness of Crowds

Posted by By Vikash Mantri March 1, 2021Posted inBook 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…
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Book review #Eight of 2021: Bulls, Bears and Other Beasts

Posted by By Vikash Mantri February 22, 2021Posted inBook 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…
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Fictional Cryptocurrency in India

Posted by By Vikash Mantri February 18, 2021Posted inHumor, 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…
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Book review #Seven of 2021: The Ten Commandments of Business Failure

Posted by By Vikash Mantri February 16, 2021Posted inBook 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…
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Book review #Six of 2021: Business Adventures by John Brooks.

Posted by By Vikash Mantri February 8, 2021Posted inBook 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…
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Book Review #Five of 2021: Lessons life taught me unknowingly

Posted by By Vikash Mantri February 1, 2021Posted inBook 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…
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Book review #Four of 2021: Feast for Vultures

Posted by By Vikash Mantri January 25, 2021Posted inUncategorizedNo 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…
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Book review #Three of 2021: Azim Premji – The Man beyond the billions.

Posted by By Vikash Mantri January 20, 2021Posted inUncategorizedNo 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…
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Book Review #Two of 2021: The Halo Effect

Posted by By Vikash Mantri January 15, 2021Posted inUncategorized1 Comment
Exeptional Book in explaining biases while trying to understand business performance.
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Book review #One of 2021: The Psychology of Money

Posted by By Vikash Mantri January 11, 2021Posted inUncategorizedNo 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…
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ZEEL Q1FY21 : Band-aid on something that needs stitches

Posted by By Vikash Mantri August 18, 2020Posted inUncategorized1 Comment
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…
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ZEEL -There is seldom one cockroach in the kitchen

Posted by By Vikash Mantri July 25, 2020Posted inUncategorized3 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…
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The Bizarre Case of ELCID Investments: A 18x-70x bagger ?

Posted by By Vikash Mantri July 21, 2020Posted inUncategorized1 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…
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House Money Effect: Why I watched Cricket World cup for a Lakh and A Fund Manager Sold his house?

Posted by By Vikash Mantri July 13, 2020Posted inUncategorizedNo 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…
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Trip to Norway and Why I got deported?

Posted by By Vikash Mantri July 6, 2020Posted intravelNo 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…
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IKIGAI – A year of Quitting

Posted by By Vikash Mantri July 1, 2020Posted inUncategorizedNo 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…
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Gambler’s Fallacy : Do you really have an edge?

Posted by By Vikash Mantri June 23, 2020Posted inUncategorized2 Comments
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…
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Poker or Investing – The problem of being STUCK.

Posted by By Vikash Mantri June 17, 2020Posted inUncategorized1 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…
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Jagriti Yatra – Day zero

Posted by By Vikash Mantri December 24, 2019Posted inUncategorized1 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…
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Poker or Investing – The Tough Task of not being Result oriented

Posted by By Vikash Mantri August 7, 2019Posted inUncategorizedNo 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…
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ZEEL Stake sale- Financial or Strategic Partner. Which Augurs better?

Posted by By Vikash Mantri July 29, 2019Posted inUncategorizedNo 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,…
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  • Kazakhstan and Uzbekistan trip – The Silk Road and Paradise of Islamic architecture ( Jan 2023)
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