Our society does not view bankruptcy in very high respects, for that matter majority of societies don’t view it in a similar way. But there is a amazing society - America - here a bankrupt promoter in 1990’s could become the president of the country. America has the highest bankruptcy rate in the world with … Continue reading Bankruptcy – ‘A stigma’
Author: himanshu mahajan
The perils of Over optimisation -Using a single model
When do we have the biggest disasters of all times? When all people thinkin a similar way and use a similar model to base their decisions. Example ofone such disaster was in the famous 1987 crash in the U.S. What happenedwas that every big portfolio manager had purchased portfolio insurance. Nowsince many of the people … Continue reading The perils of Over optimisation -Using a single model
Is More Information Helpful? Is everything Important?
When we started doing analysis. We were always bombarded with data.Even though when we had a framework we focussed on almost everything ina company. Be it whether you are trading or investing, over time we haverealised through experience that very few things matter and knowing whichare those things can make hell lot of difference. Similar … Continue reading Is More Information Helpful? Is everything Important?
Bear Markets Now Shorter? Really?
There is an argument going on these days that future crises will be of shorterduration than the past, as the central banks have learnt this from 2008 andthey are quite swift in response to a fall in market prices or a panic. Theaverage length of a bear market was 26 months. However, seeing the speed … Continue reading Bear Markets Now Shorter? Really?
THE ESSENCE OF PROCESS IN STOCK MARKET
Majority of people have bad experiences in the stock markets , often what they do not follow a proper process of the stock analysis. What we usually see most of the time people want the easy way out not willing to put necessary efforts and seeking easy way to make the money without considering the … Continue reading THE ESSENCE OF PROCESS IN STOCK MARKET
Manipulation or Our Attitude?
I often hear people say stock markets are manipulated by some big people. Now if that was true insurance companies or sovereign wealth funds will be the best performing portfolios as they have the largest funds. However if you do a study you’ll find most of them are unable to beat the markets. So why … Continue reading Manipulation or Our Attitude?
Exit Strategy 