Be in areas where no one wants to be.

Good morning my dear readers,Wish you a very happy weekend ahead. Today, we will keep it very brief, just want to say something in a nutshell today..~~Let's start with a picture ..No, I have not started a vegetable shop.(Read below to get context for...

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Dec 08, 2023
Kaunse Ghode par Paisa laga ne ka?

Good morning my dear readers,Life is too short. We need to do two things right..1- Enjoy the weekends, thoroughly.2- Learn, Learn, Learn and then try to also implement the learning.________________________________________________________________Which...

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Dec 01, 2023
How to think about IPOs?

Good morning my dear readers,A great long weekend ahead. Finally some respite for the Bears 😁.~~Today, we will keep it very short.I wanted to share a personal thought of mine regarding IPOs with you..*Before we start, note that there can be exception...

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Nov 24, 2023
The 'Sears' demerger case study, 1993.

Good morning my dear readers,What a superb Semi final, on to the finals.Cricket is coming home.~~Today, we will study a very simple, yet interesting double demerger from Sears, in 1993.Sears was a conglomerate which owned a very popular department st...

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Nov 17, 2023
American Express & Lehman Brothers Demerger, 1994.

Good morning my dear readers,I think writing this newsletter has played a key part in my own development as an investor due to the sheer amount of research that is needed to just write a single newsletter.With the bottom of my heart, I urge you to st...

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Nov 10, 2023
The Time Machine Theory, try it.

Good morning my dear readers,What a match, India was just too good yesterday, I was at the stadium, I really feel this Indian team can win the World Cup.#Touchwood.~~Also, happy to say that your Negen PMS was +0.85% vs -2.86% for the benchmark BSE500...

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Nov 03, 2023
The importance of Original Thinking.

Good morning my dear readers,Happy Friday to you.I am happy to report that your Negen PMS has now given a 5yr CAGR of +26.84% vs +15.13% for the benchmark BSE500 index.(Data as on Sept 30th, 2023).~~The importance of 'Original Thinking'.I have come t...

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Oct 20, 2023
Is it a Business that even a Dummy could run?

Good morning my dear readers,I'm not saying it's Friday, but even my coffee is smiling today! 😅~~Today, we discuss a very famous quote by Warren Buffett.Is it a Business that even a Dummy could run?Firstly, Buffett is a genius and a legend. There is...

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Oct 06, 2023