Learnings from Berkshire Hathway Annual Report 2017 on 'How to select fund manager'

Hope some of you had the time to read Berkshire Hathway 2017 Annual Report. It…


Portfolio size > 25 lakhs, how to select the right manager/advisor for your portfolio?

I have been a keen follower and student of the equity asset management industry…


How to select the right broker

Choosing a broker depends on individual conditions: For someone who is a heavy…


Gruh Finance now trading at a Price to Book of 24!!!

Its intriguing to see so many divided opinions on Gruh Finance's valuations.…


Law of gravity in equity investment management - Size is inversely proportional to expected returns

Consistency of performance in equity investment management is as we all know,…


2017 coming to an end - Thoughts on some media friendly outperforming managers of 2017

2017 is coming to an end. When I look at data for performance for some of the…


Advice to other investors trying to become full time investors during current bull market

Part 1 - Facts which are important to consider Last week before the end of…


Most investors underperform the funds in which they invest which in turn underperform the benchmarks!!

In general, most investment vehicles (including mutual fund, private equity…


Black Swan events - How should a large investor prepare for the same?

The concept of Black Swan was popularised by acclaimed author Taleb in his…


PMS/Adviser/AIF Cat 3 vs Mutual Funds - Few important points to consider

PMS vs MF - Some points (Please note that by PMS I mean PMS as well as AIF and…