How do investors evolve with size?

Good morning my dear readers,Today's email is largely around the topic of how investors can evolve with size as their journey goes from a retail investor to HNI and UHNI over the years.~~As we have discussed in the past that most rising stars of the...

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Jan 12, 2024
$3.7 trillion to $15 trillion. It's India's time.

Good morning my dear readers,A lovely Friday to end 2023. Also happy to share that, Your Negen PMS, trailing 5yr Cagr has touched +29.96% 🙂🙏.~~Found an epic meme 😅. It's quite true in today's sense.~~Also, before I begin today's topic, I came acro...

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Dec 29, 2023
Networking, a key ingredient to succeed in markets.

Good morning my dear readers,Friday, Coffee, Cold winter Air and a short, brief Newsletter.✅~~Over the last few years, whichever interesting person I meet, I write down their name on a large sheet of paper, which I have stuck in my bathroom wall.(Di...

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Dec 21, 2023
Funny story.

Good morning my friends,Let me tell you a funny Friday story today.A story of 'Scuttlebutt backfiring' in a bad but funny way for my friend.*This was the situation for my friend after the scuttlebutt.~~Some years ago, ABB announced a double Special S...

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Dec 15, 2023
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 exceptio...

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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