ET Now Markets @ Lunch Interview – Global Macro Outlook – March 2016

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Why I’m a Focus Investor

In his book The Warren Buffett Portfolio, Robert Hagstrom defines focus investing as the following: “Choose a few stocks that are likely to produce above-average returns over the long haul, concentrate the bulk of your investments in those stocks, and have the fortitude to hold steady during any short-term market gyrations.” To be a focus…

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ET Now Markets @ Lunch Interview on the Indian Banking sector Jan 2016

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A Review of 100 Baggers: Stocks That Return 100-to-1 and How To Find Them

Chris Mayer the editor of Mayer’s 100x investment newsletter is the author of 100 Baggers. The purpose of the book is to help you identify stocks that return $100 for every $1 invested. To be clear, a 100-bagger equates to a 9,900% return on your capital. Logically, you may be asking over what time frame.…

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Is the Indian Equity Market Still Overvalued?

Whether the Indian equity market is undervalued or overvalued obviously depends upon the criteria being used. I’ve seen market pundits use a variety of ratios and metrics to justify their positions. Despite the protestations of various “market wizards,” there is no holy grail of valuation. I personally use a variety of valuation indicators to assess…

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