SENSEX in 2025….
P/E is about 22, should we be investing? This question was on top of our mind when we were considering investment plans for May-2016. As usual, we thought we should let data answer the question. We looked at all the companies that have current market capitalization of over 100 crores and have been listed since […]
Himalayan expedition, Risk taking, and Value creation
I was reading about the Himalayan expedition by Edmund Hillary and Tenzing Norgay and was surprised to find that there was a support staff of over 400 working with them to a make the expedition a success. Two people got all the glory while there were about 400 support staff who will never see any […]
3 things about compounding that could be better understood
Albert Einstein said “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.” There are 3 aspects of compounding that, I believe, could be better understood. Rate of return matters: Most people believe that saving is enough and compounding will automatically work for […]
Running between the wickets is a great strategy
Virat Kohli & MS Dhoni showed that by good running between the wickets and hitting the odd poor ball to boundary one can safely score about 9 runs an over. This may not seem like a great approach but only 10 of the 46 scores in T20 world cup were 180 or more. Running between […]
IndusWealth FY 2015-16 results
As we end the financial year 2015-16, we are happy to share the results of IndusWealth model portfolio. Investing Rs 1 lakh a month since Jan 2014 in the IndusWealth portfolio would have gain of Rs 7,87,282. The same funds in invested in NIFTY would have a gain of Rs 14,577 or an opportunity loss of […]