Month

November 2019

Infosys: Scientific Investing Test Case

The whistleblower letters crashed the Infosys (Infy) stock by more than 16% on 21st Oct. We believe that the investors’ response was stricken with panic given the multiple corporate misgovernance episodes that have unfolded in the last couple of years where… Continue Reading →

Successful Investors Cooperate With Market

“For a lot of investors, Mr. Market is that illusive entity whom we are all distantly acquainted with but know very little about. So, who is Mr. Market, and what is his role in the investment world? Benjamin Graham invented… Continue Reading →

Charlie Munger’s 3-stock Portfolio: Is it really what it pretends to be?

In a 2017 video, Charlie Munger famously claims that he owns just 3 investments, viz; Costco, Berkshire Hathaway and an investment in Li Lu’s investment partnership. He claims to have worked this out quite early in life and has apparently… Continue Reading →

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