Margin of Safety by Seth A. Klarman

Seth A. Klarman runs Boston-based firm Baupost. With $27 billion under management, Baupost is one of the largest hedge funds. He has generated 20% CAGR since 1982. Hence, a reason to pay attention when such great investor shares his knowledge with us. The book is about value investing approach and how it is proven to

Gloom and Boom in Offline Retail

Raunak Onkar one of the Fund manager at PPFAS mutual fund have shared their insights related to the offline retail. Offline Retail is a huge market. And now there is so much competition between Offline vs Online, Offline vs Offline and Online vs Online. Retail Industry accounts 10% of total Gross Domestic Production of country.

Ideology of Global Value Investing

Being a financial enthusiast, it will be a very rare statement to say that one hasn’t heard the term value investing. It is getting those wonderful businesses present in the world at a great discount if one compares it with the actual market value. So related to that, Thomas Russo has shared his insights and

BASIC’S OF RETAIL

Whether it be a small retail investor or a Big one, both have a thought in their mind that they need to have a business that has the power to give great returns and never lose their money. As Warren Buffett always says there are two rules of investing never lose money don’t forget rule

Morgan Housel’s view towards market ,Good or bad

Morgan Housel discusses some of his observations he has done this month here what our understanding is of it: Businesses faced bankruptcy after losing a few weeks of sale indicating they are operating on a very thin margin. For example recently the world’s second-oldest airline “Avianca” Filed Bankruptcy. And there are many like this. Garbage

Circle of competence:Shane Parrish

“Circle of competence” is the concept suggesting a person’s expertise and skills in a subject. Everyone has built up useful knowledge on certain areas of the world through experiences or study and few areas require specialty. A circle of competence can unfold many opportunities for you to improve yourself and learn from others. Warren buffet

The three Musketeers: ROE, ROCE and ROIC

You’ve been working hard with respect to analysing financial statements, you aspire to become a great financial analyst. One fine day, you wake up, you’re taught how to calculate financial ratios, you apply them on certain companies, interpret them, and finally take an investment decision based on your calculations. But only life would have been

Are Debt funds too risky to invest? PART-2

“Things that you feel right are not always right.” Bonds are the correct place to get this statement proven correct. They are based upon an uncorrelated relation of their price and market yield. so as if their yield is more then market then they generally quote at a premium and if the case is reverse,

Are Debt funds too risky to invest? Part-1

In the current podcast of Deepak Shenoy, he has shared his deep analogy regarding how debt funds work.  This article is based on that and our knowledge related to the 1-hour talk in the capital minds podcast. The campaign “Mutual funds Sahi Hai” was launched to make people aware of what Mutual funds are and

Our understanding on Conversation between Ramesh Damani and Manish Chokhani on the show “Wizards of Dalal Street”

Ramesh Damani in talk with Manish Chokhani in Their show “Wizards of Dalal Street” about investing during COVID-19 crisis – A Pendemic free portfolio. Here we are sharing our understandings of their conversation. If you are not confused by whats going on then you really don’t understand what’s going on.” Charlie Munger Investors are confused