India has achieved 'escape velocity' - credit card data.

Good morning my dear readers,It is a Blue Tokai Coffee morning for me. (Tastes better on the weekend, actually everything is better on weekends =))~~India has achieved 'escape velocity'.*In space terms, after launch, a Rocket needs to achieve 'Escape...

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Sep 01, 2023
Right place at the right time.

Good morning my dear readers,I literally have no idea where the week went. Just zoomed on by. Maybe a Bull Market effect? =)~Right Place at the Right Time.I am now more convinced than ever that it is going to be India's Golden decade ahead.History is...

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Aug 25, 2023
Spin offs.

Good morning my dear readers,A very happy Friday morning to you.Today is a day of revision on Special Situations.________________________________________________________________"Both spin-offs and merger securities are distributed to investors w...

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Aug 18, 2023
China+1, Burma Burma & Oppenheimer

Good morning my dear readers,A great long'ish weekend. Hope you all have exciting plans.Happy Independence Day in advance friends 🇮🇳.________________________________________________________________China+1I know this China+1 has become a very repetiti...

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Aug 11, 2023
The 'Tenneco' Spin Off Story.

Good morning my dear readers,Seems like a beautiful weekend is upon us.~~Today we talk about a company called Tenneco which went through multiple demergers from the late 1980s.~~Tenneco was a conglomerate involved in a range of industries, including...

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Aug 04, 2023
Buy Damaged Stocks, Not Damaged Companies. (Important).

Good morning my dear readers,Holidays are boring in Bullish markets, am I right? 🤞😎Today, we will discuss a super important topic, which will increase consistency in our wealth creation journey over the coming decades.~~The topic, I borrowed from a...

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Jul 31, 2023
Stock allocation strategy.

Good morning my dear readers,A manic week comes to an end. The thought of Friday is comforting though.~~Today's letter is short but worth thinking about, on effective stock allocation.Personally, I follow a simple rule of thumb on this matter..and it...

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Jul 28, 2023
Small Base, Good Promoter & a little bit of Good Luck.

Good morning my dear readers,I often used to wonder, what is the 'right formula' for someone who wants to go for wealth creation?~~1- Right off the bat, the first thing that came to mind was, 'the base should be small'.(Basically, Smallcaps is the pl...

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Jul 24, 2023
The 'AOL' Spin-off, 2010.

Good morning my dear readers,We meet again 🙂.Let's continue with the learning with another case study from the past.______________________________________________________________________AOL - The original Internet Company.'AOL' (America Online), was...

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Jul 21, 2023
The Witch of Wall Street, Hetty Green.

Good morning my dear readers,While we have seen the movie - 'The Wolf of Wall Street', there is a significantly better story of a lady, who was so brilliant but also so infamously 'Kanjoos' / 'Stingy' & 'Ruthless' that she earned the infamous nic...

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Jul 17, 2023