January 20, 2017
by calminvestor
6 Comments

TCI Investment Note: Persistent Systems

This is a post with a difference. For the first time on this site, I’ve tried to articulate my thesis for a specific stock. Note that this is not a recommendation to buy or sell this stock but more a … Continue reading

October 2, 2016
by calminvestor
65 Comments

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 … Continue reading