Intelligent Investor

I try to write here about some of my investing experiences in India and abroad. I also review a few investment related books I read along the way and comment on news items that catch my eye. The title of the blog is not intended as a boast, but borrowed from the title of a famous book on investing written more than 50 years ago by Benjamin Graham.

Tuesday, October 01, 2013

FY 2013

I noticed this bank in India early 2012 - it was trading at around 5-6% dividend yield and decent asset quality trading at about a third b...

Sunday, September 16, 2012

Earlier this year..

Foraging in the food and processed food industry brought me to Vikas WSP earlier in 2010. By my metrics, it was undervalued to begin with...

Monday, October 03, 2011

Berkshire D(St)eal with Bank of America & Buyback

Bank of America Deal "Bank of America Corporation announced today that it reached an agreement to sell 50,000 shares of Cumula...

Saturday, August 13, 2011

Great Analysis

I read a couple of great works of analysis the last month. 1. Alex Dalmady's writings on Allen Stanford's bank from 2009. Here a...

Tuesday, July 19, 2011

The Abominable No Man bows out

Alongside the Berkshire meeting, Wesco Financials' meetings are a treat for the hardcore addicts. This year was the last of the Wesco m...

Saturday, April 09, 2011

US Dollar, Indian Rupee and Gold

You would have come across an article or two saying everything is wrong with US Dollars, unless you were hiding in a cave. I am trying to l...

Tuesday, November 23, 2010

Efficient Markets?!!!!

Company A: - Prior Year Net Rs.3.5 Billion. Current 9 Months Net: Rs. 0.5 Billion. Networth - Rs. 24 Billion Market Cap at BSE: Rs. 206...

Friday, October 15, 2010

Power of Incentives

We got a call from a banker who works for one of the "Supermarket" banks. The point of his call was to find out if we needed any ...

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