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Myanmar – New Frontier

June 12, 2018 admin 0

Though the new Myanmar Companies Law is less than three months away from being officially enforced, interest to list on the Yangon Stock Exchange (YSX) […]

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Moderately decent books

June 11, 2018 admin 0

https://www.goodreads.com/book/show/905.The_Inner_Game_of_Tennis https://www.goodreads.com/book/show/18753256-the-art-of-mental-training—a-guide-to-performance-excellence There are couple of useful lessons in the above books for people who are prone to lose temper, control mental climate, are fearful […]

Where the opportunity is

June 11, 2018 admin 0

I dont give a $hit whether the management of the business that I am owning is publicity seeking, needing media attention, promoting their shares, brothel […]

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Boring business, dazzling performance

June 11, 2018 admin 0

I wrote about the Supply Network (ASX:SNL) four months back, which I held in only few accounts because of low growth of 10%-12% here: https://lifeandequities.wordpress.com/2018/02/10/when-bad-operating-metrics-are-a-good-thing/ The […]

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Coffee-can quality- Some thoughts

June 10, 2018 admin 0

(This was published in Deccan Chronicle. A few pointers on building a ‘coffee can’ portfolio. )   I mention this terminology “High Quality” stocks quite […]

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Hippies of 1970s

June 10, 2018 admin 0

Who would invest today if the cover photo of Senior Management looked like below? Like I said 150 years back equivalent to todays   billion […]