Sunday, May 3, 2015

Doesn’t matter how ahead guy goes, his past never leaves him

This is guest post from an Analyst friend, that shows you a sad side of stock market.

Doesn't matter how ahead guy goes, his past never leaves him

So here was analyst, away from his old job & old company. In shade of comfort of certainty that he would receive his pay check at the end of the month, things would be better from here on.

As usual first day begins, meeting & greeting everyone at new office, get to know the company, the people, the culture, the work. Get your place, get your system, get your mail id & other things in place and than its lunch time.

Analyst gets down from office, scouts around for place to eat. He finds only joint in area where every level of person comes to eat. He finds a table where middle age plump guy has already perched himself. Analyst asks if he could join him and meets with yes answer. Time goes, analyst checks menu and orders most simple & likely running item of the list while plump guy orders a thali. That’s when young chap enters joint and waves at plump guy. Young guy looks slightly younger than analyst, has forced smile on his face. He comes and sits next to plump guy and says “kaise ho manoj bhai?” manoj bhai reply’s with “bus chal raha hai”. Young chap with bit of hesitation say “yeah kya ho raha hai sir?”, plump guy chooses to just reply with shrug. Just than order of Analyst comes, young chap says “I will have this one”.  Young chap was smiling, but his smile was giving away his fake facade, one could make out a tinge of fear in his smile. He said to plump guy, “sir yeah sab kitna time chalega?, pressure bahut hai”, plump guy nonchalantly replies “dekho jab tak chalta hai”. Smile on young chap was fading, one could easily figure out how hard he was trying to keep it but was miserably failing at doing it. Young chap said “to phir dhundha na suru kar dena chaihye?”, plump guy said “ haan chalu rakhne, mile jaye to nikal jaane ka”. To which young chap replied “but how many people do you think they will remove?”, plump guy said  “kya bol sakte hai aab, dekho”. Plump guy’s tone & manner of reply was clear give away of “anybody & anytime but I am safe”.

All along analyst listen quietly, he was reminded of similar situation he had gone recently, he could feel the young chaps’ emotion right from “fear to anger”

Analyst finished his lunched and walked out with thought in his mind “Doesn’t matter how ahead guy goes, his past never leaves him”.

Saturday, May 2, 2015

Read, Learn, Improve - 2-May-15

The Fine Line Between Smart and Illegal – Link here

Backwards Biking and Thinking Differently - Best video that explain concept of Heuristic/ learn-unlearn & re-learn – Link here

Charlie Munger Comments and the Art of Stock Picking – Link here

The remarkable life and lessons of the $8 million janitor – Link here

Kraft – Heinz Investor Presentation – Link here

Here is BuzzFeed’s first pitch deck to investors in 2008 – Link here

Cigarettes, damn cigarettes and statistics – Link here

The Timeless Nature of the Herd Mentality – Link here

Happiness in the air – we all know touch is one of the greatest senses and is used as non-verbal communication tool – a handshake, a hug or romantic hand holding – Imagine you had fight with your partner before leaving for work. During the day you realize mistake & want make up, what if you could touch his/her palm from miles away?- Link here

Interactive ride of NASDAQ Bubble & Bust – Link here

I've Followed Warren Buffett For Decades And These 10 Quotes Are What I Keep Coming Back To – Link here

Saturday, April 25, 2015

Simple planning for your family

Simple planning for your family

Ideal I should have shared this on 1-Jan for new year resolution, but I discovered its new financial year that’s more appropriate. In case you are wondering about title, not to worry I am not gone be telling you about family planning, but rather financial planning, hope that clears the air. Also I don’t make any financial gain, if you choose to follow by advice.

I come from finance background and have seen lot of family suffer because major bread earner didn’t take few simple precautions. Hence I am writing you in to remind you “Your Family is all you have and you are all that they have”, hence you ought to be more careful in case you are unable to provide financial support to them.

First thing first take simple “term insurance plan”, contact any agent or website and buy it. Agent might show you all different possible types of plan, just like clothing showroom does, but trust me on this one; you don’t need any fancy plan. These are typical cheap plan compared to other plans because if you don’t die you don’t get anything (stop being typical Indian, don’t think your money goes waste if you survive). On other hand if you have tonnes of money & assets then you can think of skipping this.

As with regards to how much it should be some ways to arrive at number is 1) 10x your annual income or 2) double your annual household expenses and make it 10x. You can be more precise but this should just work fine. Now check out quotes on website and buy the one you are comfortable with, make sure you declare everything in your policy (if you drink alcohol, admit it in form same for smoking etc). Remember it’s your family who will get this money in case you die, you don’t want them to suffer because you didn’t declare some habit of yours.  Strict reminder don’t opt for money back policy (you get money if you live, those be worthless some years down the line if you die)

Second buy medi-claim/health insurance – if you go to hospital, this is what will help you, stop thinking I have never meet with accident till date. you can check out typical hospital expense to get idea why I suggest this. Best would be if you can buy for everybody in family, if you can afford it go for it.

In case you have any query, feel to get in touch with me. Do pass it on to your friends and other family member.

Be Financial Responsible individual

Read, Learn, Improve - 25-Apr-15

Rolta Saga continues company issues rebuttal - Link here , in response to which Research house issued another research report – Link here . (First Report of Rolta Saga, from where all started - Link here )

Must Read - How successful people work less—and get more done – Link here

What is high frequency trading and how it affects you? – Link here

The Trickiest Part of a Penis Transplant? Finding a Donor – Link here

The Importance Of Thinking Backwards, And 5 Inverted Questions That Will Flip Your Thinking Upside Down – Link here

The whistleblower's tale: How an accountant took on Halliburton – Link here

The Wolf of Wall Tweet - (Bot/program made $2.4mn) – Link here

Endangered Dog Breeds and the Market Forces Behind Them – Link here

Twelve inventions that could change the world – Link here

I am a hypocrite - Net neutrality died a long time ago – Link here

Bangladesh Textile worker saw their salary decline – Link here

29 Unforgettable Quotes From Game Of Thrones That Share Wisdom About Life – Link here

Saturday, April 18, 2015

Read, Learn, Improve - 18-Apr-15

Rolta fraud report - very insightful analysis - must read for budding analyst – Link here

BlackRock CEO Larry Fink just told the world's biggest business leaders to stop worrying about short-term results – Link here

Time warp: Warren Buffett on the stock market, circa 1999 – Link here

Skyrocketing Sales Could Hurt Luxury Car Makers – Link here

How Mushrooms Can Be Used To Make Particle Board Less Toxic – Link here

Who Owns the Copyright to "Happy Birthday"? – Link here

Min(d)ing the Opportunity - Excess Returns Require the Chance to Apply Skill – Link here

Six Strategy Traps – Link here

Endless options can be exhausting. We need to know when choice matters – Link here

Goldman Sachs Offers Three Methods For Selecting Stocks To Short – Link here

War. What is it good for? - War as Creative Destruction – Link here

New ways to count viewers – Link here

Saturday, April 11, 2015

Read, Learn, Improve - 11-Apr-15

Charlie Munger Daily Journal 2015 Meeting full notes – Link here

A Dozen Things I’ve Learned From Henry Singleton About Value Investing & Venture Capital – Link here

How Criminals Built Capitalism – Link here

Distribution Economics: Understanding Wall Street's Conflict of Interest Problem – Link here

Preventive healthcare doesn’t always work – Link here

Do anti-smoking labels encourage smoking? – Link here

Warren Buffett: Notes From The Q&A Between MBA, HBA Students – Link here

Common petrol pump scams in India – Link here

Infographic - Developing Economies Graying Faster – Link here

Why Google created a self-driving car and DuPont didn’t – Link here

I am strong believer of free market, at the same time it also means giving fair chance to smallest and biggest player. Hence it becomes utmost important to pay attention to ongoing discussion on net neutrality. Read this article to get better idea - The Airtel Zero idea: Splitting India’s Internet into many Internets – Link here

Monday, April 6, 2015

Read, Learn, Improve - 4-Apr-15


Sperm donation: a lucrative and growing industry – Link here

14 Secrets of Really Persuasive People – Link here

A Few Lessons – Link here

The Implosion Of A Warren Buffett Wannabe – Link here

I’m Just Now Realizing How Stupid We Are – Link here

Airbnb's first-ever pitch deck – Link here

The Lincoln Memorial and the 5 Why's – Link here

Battle for Raymond: The complete story of Madhupati Singhania – Link here