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My Notes – Investment advice for non-professionals
Here are the investing lessons for common investors from Buffett’s Annual Letters. My Notes – Investment advice for non-professionals The “what” of investing: American business has done wonderfully over time and will continue to do so. The Dow Jones industrial index advanced from 66 to 11,497, paying a rising stream of dividends. The goal of Continue reading
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My Notes – Buffett’s Best Investment
Here are the investing lessons for common investors from Buffett’s Annual Letters. My Notes – Buffett’s Best Investment Of all the investments he ever made, buying Ben Graham’s book “The Intelligent Investor” was the best. Buffett said, the key points were laid out in Chapters 8 and 20. These points guide his investing decisions today. Continue reading
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My Mistakes: Poor Track Record (Panasonic Energy India)
Panasonic Energy India is one of the largest manufacturer and supplier of dry cell batteries and lighting products. Its products include zinc carbon batteries, alkaline batteries, flashlights and rechargeable batteries. It has 2 manufacturing plants located in Vadodara and Pitambur. Management: – Mr. Mikio Morikawa, Chairman and MD of Panasonic, has been associated with Panasonic Continue reading
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My Mistakes – Good product, unknown management (Bajaj Corp)
My Mistakes – Good product, unknown management I use ‘Bajaj Almond Drop’ hair oil. It is a good product, but I didn’t know much about the management. I overestimated the product without knowing the management. My opinion was wrong on Bajaj Corp. Bajaj Corp may work in the future, but I don’t want to back unknown Continue reading
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Rajiv Bajaj – Turnaround architect
1) First collaborative robots in India – Aug 18, 2016 Bajaj Auto today has more than 100 collaborative robots driving its position as the world’s 3rd largest motorcycle manufacturer. Watch video: [Universal Robots] 2) Bajaj Auto to do a Tesla for smart cities in India? – July 28, 2016 Bajaj Auto is gearing up to Continue reading
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Jeff Bezos – The retail king
1) Jeff Bezos rules the world – Sep 6, 2016 Amazon now has its own planes, several hit TV shows, a massive cloud computing business and tons of household items online. Watch video: [CNN Money] 2) Amazon’s Jeff Bezos has changed the world in a big way – May 2, 2016 Warren Buffett discusses Jeff Continue reading
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Wipro Ltd
Wipro is the 4th largest IT Services company in India. It has 170,000 employees in 55 countries with revenues of $7.3 billion in FY16. Key Facts: – Wipro’s revenue has grown from $2.6 billion in FY07 to $7.3 billion in FY16 at a CAGR of 12% – Diversified business portfolio, with no vertical contributing more Continue reading
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Mindtree
Mindtree is a mid-size IT services company. Strategy: – Focus on large clients and increase revenue from each client – Focus on building long-lasting relationships with major clients – Focus on 4 key business segments – 35% of its revenue comes from digital business – Growth from its top clients is one of the best Continue reading
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Steve Jobs – Changed the world in a big way
Steve Jobs: In his own words Steve Jobs’ enthusiasm and sense of humor were on full display at the launch of some of Apple’s greatest hits. Watch video: [CNN Money] Steve Jobs Profile: How a Dreamer Changed the World Through interviews with friends, former colleagues and business associates reveals the many layers of the intensely Continue reading
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Buffett Advises Kids
Here are the interesting videos for kids to learn the secret to success from Warren Buffett. Advice # 1 – Location The Secret Millionaires Club gang helps Elena find the missing ingredient to make the business a success. Watch video: [The SMC] Advice # 2 – Advertising Elena gets the Secret Millionaires Club to help the school Continue reading
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My Notes – The Four Filters
My Notes – Four Filters Buffett and Munger look for businesses 1) that they can understand 2) with sustainable competitive advantage 3) operated by able and honest people; and 4) available at a very attractive price Because of both market conditions and Berkshire’s size, they now substitute ‘an attractive price’ for ‘a very attractive price.’ Continue reading
My Value Picks
Building habits to create a new identity as a passive investor. Get 1% better everyday. Mostly inactive on markets.
My Value Picks 