Archive for June, 2010

Reading this makes me feel that one should be extraordinarily careful when investing in very small firms, similar to the ones I have invested in. http://www.moneylife.in/article/71/827.html Some have discussed some company names in this: http://www.theequitydesk.com/forum/forum_posts.asp?TID=2816&PN=1


I have been thinking for sometime about investing in MFs. Why MFs? It’s simply because I am not yet confident that I can beat the market by 4-5% over a long time period. Though many MFs do not perform better than the Sensex once adjusted for the expenses/commissions, I think one maybe able to find a […]


Rolta India has been quoting at really attractive valuations (when compared with the average valuations given to a company of its stature) for quite sometime. A P/E of 8 would have been unwarranted for a company growing at such a fast pace with high ROEs. (Though I felt it was correctly valued, I used conservative […]