Category: Investment Education

  • Seven Short Steps to Long Term Investing Success

    Dear Investors, I got a question on a discussion forum, about Long Term Investing. I found the line of thought very interesting, and my reply is in the form of the Seven Steps to Long Term Investing Success !! So here goes.  (thanks Srini and Musa). .. First the question Dear All, Need some advise. I intend to…

  • Investor Education

    As an equity analyst, I feel that education and learning should never stop. There are so many mysterious pebbles to overturn and emotions we have to fight, as investors. So I share with you some of my articles and notes that can help you become a better equity Investor. Great Investing Wisdom – In this note,…

  • Retirement Planning: a Poll and some Radical Thoughts

    Dear Reader, I came across this interesting article recently, and would like to share it with you. The inglorious goal of doing nothing – LiveMint, April 21st 2015.  In short the article describes a person who retired at 40 and is living in a remote location and doing nothing – just enjoying his peaceful retired life.…

  • Equity Portfolio Thoughts – Control, Wealth and your Reflection

    ——————————————————————————————————- Date 23rd March 2015   Summary An Indian investor is free to invest in any of 5000+ stocks listed on the exchanges. He may have a range of needs in his equity portfolio, which we have captured in a hierarchy. He may like to progress on this range and exercise his choices in a…

  • Fundamental Thoughts – The Search for Stability

    ——————————————————————————————————– Dear Investor, One of the biggest challenges for investors is to find a few valuable firms out of the 5000+ listed companies on the Indian stock exchanges. This search is not easy; it cannot be done very fast; I would say it is a multi-year process. Many great investors have suggested and used many…

  • Cricket and Investing

    ————————————————————————————————— At the start of a three nation one day international cricket series, a thought crossed my mind. Picking stocks for Investing is like a ODI match in which the batsmen have to hit only five aggressive strokes all day long. But all these five need to go out of the park, they have to…

  • A Meetup organised by JainMatrix Investments

    ——————————————————————————————————– Dec 13, 2014 JainMatrix Investments organised a Meetup in Bangalore on 13th December 2014 entitled – “Financial Education and Wealth Creation – an open discussion.” The event focused on offering insights that helped in managing finances in today’s tough economy, and creating, building and sustaining wealth. During the event a presentation on the equity opportunity,…