So many stocks…So little time

This is a practitioner’s post for someone looking for help to develop their own investment process, using a freely available resource: screener.in Rule #1: Don’t f*** up The financial newspapers have a section on them everyday – top ‘Buy’ and ‘Sell’ recommendations from brokerages. Financial news channels have a segment called something like “Top Trading Ideas for today”. During other segments, every interviewee, whether head of research at a brokerage / mutual fund house / hedge fund gets asked this question about top stock picks to invest, in India. They all oblige, with a fresh set of stocks (companies), every day, that will

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The stocks investing checklist

This is a follow on post to “Why we fail” that examines the reasons we fail, in general and investing in particular. This post suggests a simple yet powerful concept that will improve your investment process and therefore, performance over the long-term. Oct 30, 1935 Wright Airfield, Dayton Ohio: The US Army Air Corps was conducting a flight competition to build the next-generation long-range bomber. Based on early evaluations, Boeing’s aluminium alloy model 299 was expected to come out ahead by a distance compared to those of competition. The Model 299 could carry five times as many bombs as the army had

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Why we fail

It was Halloween night in San Francisco. A man was rushed into the emergency room at a hospital. Based on reports from the Emergency team that brought him in, he had been at a costume party and got into a fight. Apart from being drunk and babbling, he seemed fine as the trauma team used shears to cut off his clothes to examine him from head to toe, front and back. They found a two inch stab wound in his belly. The mustard yellow strip of fat hanging out of the wound indicated it was from the abdomen and not the superficial

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