Investment Notes

2018

• 09 Nov - UX Design Principles and Investing

  • Applying UX design principles to investing

• 11 Jan - Market Phases

  • Nature likes to follow cycles and markets are no different.

2017

• 01 Sep - Costly Common Investor Mistakes

  • The reason people either lose money or achieve mediocre results in the stock market is that they simply make too many mistakes.

• 29 Aug - CANSLIM - Picking winners in the stock market

  • CANSLIM stands for seven chief characteristics of the greatest winning stocks at their developing early stages

• 27 Aug - Experts, Education, and Egos

  • Never fight the market, Its bigger than you are.

• 15 Apr - Walter Schloss Investment Tenets

  • Key Investment rules from super investor of Graham-and-Doddsville

• 31 Mar - Understanding Business Models

  • Some key notes about Business Model from Thoughtful Investor book by Basant Maheshwari.

• 27 Mar - The power of growth in Wealth Creation

  • Some key notes from the 2014 thematic study on 100 Baggers by Motilal Oswal

• 25 Mar - The SQGLP (Size, Quality, Growth, Longevity, Price) Framework for identifying multibagger stocks.

  • We discuss the SQGLP (Size, Quality, Growth, Longevity, Price) Framework for identifying multibagger stocks.

• 18 Mar - Identifying the next big trend in Markets

  • Identifying the next big trend in Markets

• 27 Jan - Investing Lessons from Peter Lynch

  • Golden Investing lessons from Peter Lynch

2016

• 08 Sep - Drivers of Price to Earnings (P/E) Ratio

  • What drives the Price to Earnings (P/E) ratio of a Stock?

• 02 Aug - How to Analyze Banks and Non Banking Finance Companies (NBFC)

  • We will go through various concepts and ratios that can help to analyze Banks and Non Banking Finance Companies (NBFC).

• 10 Jul - Financial Analysis- Ratio Analysis

  • Financial Ratios are effective in selecting investments and in predicting financial distress. Financial Ratio Analysis is an important part of investing.

• 03 Jun - Financial Analysis- Cash Flow Statement

  • Cash flow statement provides information about cash generated in operating activities of a business.

• 02 Jun - Financial Analysis- Income Statement

  • The first question on everyone's mind is whether a business made a profit or suffered a loss and how much. The Income Statement presents information on the financial results of a company's business activities over a period of time.

• 01 Jun - Financial Analysis - Balance Sheet

  • Identifying great companies requires an understanding of accounting and the ability to read and interpret the basic financial statements

• 25 May - Pharma Sector

  • A broad overview of the Pharma Sector.