March 2020

corona virus

Corona Virus Scare in Markets?, Opportunities are often born in a fog of Uncertainty.

Dear Followers, The news of the coronavirus spreading outside China‚Äôs Hubei province has turned out to be that catalyst. Stocks have sold off. The coronavirus is deadly and the headlines from China about frontline medical workers becoming victims are heartbreaking. Nevertheless, the job of a prudent investor is not to speculate about short-term events. The …

Corona Virus Scare in Markets?, Opportunities are often born in a fog of Uncertainty. Read More »

yes bank

How We Avoided Yes Bank at 330 odd, And Stayed Away From Biggest Blunder of Lifetime.

Dear Followers, In Stock Markets, Everyone asks about the best stock to buy, the best sector to buy, the best mutual fund scheme to invest in. But I feel understanding what not to buy is more important than what to buy. Around Sept 2018, Yes Bank to us looked like a good opportunity while it …

How We Avoided Yes Bank at 330 odd, And Stayed Away From Biggest Blunder of Lifetime. Read More »

Ferro Silicon

Update on the conclusion of rare trade on physical industrial commodity- Ferro Silicon.

70-75% Grade Ferro Silicon Dear Followers, As I said Metal Businesses come under my circle of competence which also gives me an edge to understand Commodity Cycles. In June-July Sept there was an Excellent Opportunity in Ferro Silicon to Make 25-30% in 6-8 months. This is what I sent to my closed group, From the …

Update on the conclusion of rare trade on physical industrial commodity- Ferro Silicon. Read More »