28 results for “Warren Buffett”

[Podcast] A Structured Approach to Cash Calls

Hidden Gems: Ten lesser-known Investing books You need to read

Discover ten lesser-known investment books that offer unique insights and perspectives to enhance your financial knowledge. From exploring the role of luck and skill in investing to understanding the biological underpinnings of risk-taking, these unconventional reads will challenge your assumptions and provide valuable ideas to elevate your investment strategy.

[Newsletter] Letter from Fund Manager, 5 Good Reads and Market Overview

Nifty 50 inches up and reaches yet another high point. While the street expected to see 20k print on the Index but it wasn't to be. Silver has delivered a staggering 36% over the past year while Gold has also done nicely with 18%.

Fed raises rates, FinMin raises taxes, What we are reading & More

Crude is back to a point where it was before the Russia-Ukraine war and hence you see that big red horizontal candle at 1Y time frame, in the below chart. This week, Nifty 50 was down 1% and is flat over the last 1 year while other asset classes were up marginally. A snapshot of the market for the last week by looking at the sectors that did well and worst. This week, Pharma & FMCG, were up a little while the overall market fell. On the other hand, IT, Metal, and Realty indices were the biggest losers. Interesting to see IT index falling by 24% over the last year, while it has had a fantastic run in the last 5 years.

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.

[08 Oct 22] Newsletter: Market Overview, Story from Capitalmind Community, 5 Good Reads & More

. 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on YouTube: What's driving hotel stocks?, Nifty against other indices & Audience questions 🔆 Celebrating Community: Atul Godbole aces Comrades 2022 .

How the best investors deal with being wrong

The Art of Execution: How the world's best investors get it wrong and still make millions by Lee Freeman-Shor is one of the few investing books that focuses on how successful investors differ from the rest in how they deal with losing and winning portfolio positions. The book is based on the author's experience of having overseen many investment managers of varying styles managing his fund's money. The book has its flaws but its value is in two essential but ignored truths of investing: 1. Even successful investors are wrong, a lot 2. They make more money when they're right than what they lose when they're wrong

Podcast: Why SEBI should implement India's EDGAR and more

Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach 2020. This alone is a testimony of increased participation and inclusion of individuals in Indian markets. More and more Indians, especially youngsters, are taking to investing in equities enabled by their smartphones - digital broking, increased information access, and social media influence. The whole securities (stock) market ecosystem has evolved immensely over the past decade and deserves a lot of credit for the recent growth in the participation of new investors. At the helm of the ecosystem sits our regulators who are responsible to enable, guide, protect and watch the market participants to ensure that we have a fair and thriving market. In this episode, Deepak and Shray talk about the role SEBI can play in shaping the future of the markets. They talk about data warehousing, data accessibility, regulatory enhancements, bond markets, disclosures & reporting, and a lot more that would make our markets more accessible.

Value investor Vs Price Investor, What Buffett said about beating Inflation, Mind over markets & More

. 🔆 Framework: What kind of investor are you? 🔆 Lessons: Things that most successful investors do 🔆 Psychology: A case for mind over markets 🔆 Buffett-ism: Best investment against Inflation 🔆 F.I.R.E.: Don't punish yourself today for a corpus of tomorrow 🔆 Pop Quiz #8: A quiz question that can win you a little gift from us! .

Buffett: The best way to beat inflation is to be exceptionally good at something

Warren Buffett says this: Be exceptionally good at something. This is actually very deep. You will make a lot of your initial money - money that is required to beat inflation because you depend on it for building a retirement corpus - by your work alone.

Why you need to stop buying bankrupt companies [Podcast EP48]

What happens when a company goes bankrupt? Why do investors buy their stocks that are headed to zero? In this episode, we explore how the Insolvency and Bankruptcy Code (IBC) has changed the game. Deepak explains the many nuances of current regulations and how they've evolved. We dive into examples such as Bhushan Steel, Sintex and Ruchi Soya - which we hope will give you clarity. Listen in and decide. Would you stay the hell away from such stocks, or start hunting for bargains?

The five most commonly held Investing Myths

Podcast #31: How trend following can make buy and hold better

In this episode, Shray and Sandeep discuss how adding a trend following layer to a long-only portfolio can help enhance returns and lower drawdowns, in the context of Capitalmind Chase - our own such strategy.

Podcast #25: How do you invest through a panic?

Podcast: Momentum- The Anomaly that Persists (Episode-6)

Podcast: Anupam Gupta on Regular Investing and Where To Focus

#Linkfest - Insurers Bleed on ADAG Companies Ratings Downgrade, Indian Government's Global ETF, Amrapali Probe Reaches End Game, Brazilian Chicken Imports, and more

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. Here’s the most interesting of such links shared by our members in recent days.

Optionality: What You Are Unsure Of Might Just Make You Win

On Slack: Bull Market, Dollar Bulls, Enemy Property Bill, HipBar, Market Timing, Warren Buffet Indicator and more....

What we are Reading: Fairfax Takes a 4.4 Billion Dollar Hit for Fear

On Slack: Cash At Home, Collision Course, Massive Move, Taxing FIIs Twice, The First Million, Trump Tariff, Too Much Debt?

On Slack: All Is Well, Black Or White, China Forex Reserves, Currency Crackdown, Indian Exceptionalism, Instant Redemption, Pureplay Brokerages and more....

On Slack: Amazon's Profit, Billionaire Star Power, Brexit Storm, Rajinikanth Economy and much more...

Links: Two US Hedge Fund Managers That Enriched Themselves While Investors Suffered

The story of two fund managers that made themselves money while their investors didn't.

The Year 2011

On Yahoo: Survivorship Bias

Buffet: Wolf in Sheep's Clothing

Buffett Crosses Over To The Other Side