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This category contains 139 posts
LTCM-DJIA-US-Treasury

Running out of Options and Money

Aircel was recently in the news for being the latest telecom operator to go under as it filed for Bankruptcy with 15,500 Crores of Debt on its books. In its statement, the company said it was forced to file for Bankruptcy owing to intense competition following the disruptive entry of a new player, legal and […]

Sucess

Shortcuts, Experience and Expertise

I am not an expert in programming or technology. But technology in itself has evolved to such an extent that anyone can put up a website on his own without the attendant needs of learning to code programs  with such exotic names such as Python (Snake), Ruby (of course, what can it be but a […]

Vakrangee

Errors, Omissions & Commissions

The downside of strategies comes to the fore both at the best of time and the worst of times. At the best of times, the risk that suddenly pops open is disregarded as a one off incident that doesn’t entail much significance. But when similar kind of risk opens up during the worst of times, […]

Halebid2

Momentum Investing – Sin or Strategy

Ambhimanyu, the son of Arjuna had knowledge of entering the Chakravyuha but not the knowledge of coming out. This ended up with him getting killed and while the story being one of good and bad tries to magnify how the bad came together to kill him, the point that is missed is that he knew […]

The Rout – What Now?

A few days ago, Larry Williams made a poignant statement “There is no technical indicator that will call the top based on what little I know about the markets I’ve never found one that can do that.” Markets after being bullish for so long a time that people forgot that it can also go down […]

Shoot First, Ask Questions Later

It’s probably bit unfair, but at its very core, the thought process that drives momentum is to first shoot, asking questions about the why’s and why not’s come much later. In my momentum portfolio, I picked up stocks like Graphite / HEG / Rain among others not at the bottom of their cycle but well […]

Are you Ready

Around Nine months back, Morgan Housel wrote in his blog “Three types of businesses: Solve a customer’s problem, scratch a customer’s itch, exploit a customer’s vulnerability” Solving a customer’s problem is what all claim to do – but solving problems are hard and messy and time consuming. Scratching a customer’s itch is much more easier […]