16 results for “BALLARPUR”
The stock does not know you own it
"You really have to believe in the companies that you're investing in, and that means having a level of conviction that most people don't have. If you don't believe in something, you can't expect other people to believe in it either." - Warren Buffett Long-Term Capital Management, its Nobel laureates and arbitrage trades, Bill Ackman with Herbalife, George Soros with his bet against the Thai Baht, and Buffett himself with the Dexter Shoe Company. High-conviction investments by legendary investors that did not work out. Here's why one of our core beliefs is the opposite, and it stems from: The stock does not know you own it.
Anoop Vijaykumar19 Feb 2023Foundations
The Pandora's Box, Risk of Leverage and Zee
Prashanth Krishna11 Feb 2019Opinion
Happy Diwali 2018! Here's More Random Predictions and A Scorecard.
Deepak Shenoy7 Nov 2018Opinion
Happy Diwali for 2017! Some More Predictions and our Report Card
Deepak Shenoy20 Oct 2017Opinion
Taurus Funds get 30% of the Defaulted Ballarpur Debt, Banks Take Over the Distressed Paper Company
Deepak Shenoy26 Jul 2017Stocks
On Slack: Analysis of Risk Parity, Current Account Deficit Widens, Facility to Drain Cash, Franklin's Amtek Fiasco, Gains on Bonds, Jios Prime Offer, Taxation on NCDs and more....
Shreesh Biradar24 Mar 2017General
Weekly Mashup - Ballarpur Debt Default, Inefficient Market Hypothesis, Stupidity of ETF Investors & more!
Shreesh Biradar18 Mar 2017General
The Inefficient Market Hypothesis: Ballarpur Edition
Prashanth Krishna17 Mar 2017Foundations
Now Free: How Other Funds Handled The Ballarpur Debt Default, and Why You Need To Exit Some Of Them
The Ballarpur Default had one big victim: Taurus Mutual Fund. But Taurus owned just 100 cr. or so of Ballarpur Debt. Was it the only Mutual Fund to have been caught unawares? Answer: no. There were at least four mutual funds holding Ballarpur Debt till November 2016. We look at each one.
Deepak Shenoy14 Mar 2017Fixed Income
On Slack: $18 Billion Apple Bet, Data Brokerage, Effect of 2&20, Model GST Bill, Mutually Assured Destruction, Reaping UDAY Benefits, Ripping Customers and more….
Aakash Agarwal3 Mar 2017General
Weekly Mashup – Earnings Report Closing Piece, Momentum Last Tranche, Tax Loss Harvesting & more!
Aakash Agarwal27 Feb 2017General
On Slack: Black Day, Fat Tails, Globe Trotting, Household Portfolio, Mindless Robots, Reality Check, Tax Base Conundrum, Unicorn Ranch and more….
Aakash Agarwal27 Feb 2017General
Why Taurus MF Has Decided To Let You Sell Units But Not Buy More: The Ballarpur Default
Deepak Shenoy26 Feb 2017General
Ballarpur Downgraded To Default, and Taurus Debt Funds Get Whacked
Deepak Shenoy23 Feb 2017Mutual Funds
An Ugly Week Ahead
Deepak Shenoy27 Jan 2014GeneralEconomic Calendar For Week of 26 Aug
Deepak Shenoy27 Aug 2013Economy