Keep your face always
towards the sunshine...and shadows will fall behind you. - Walt Whitman

Articles on Intellectual Investing from

2020 - Letter to Clients

Posted 11 months ago

 22 is a year which all of us who have lived through it will remember for a very long time. At the start of the year, ‘pandemic’ was a term that to the vast majority of us was a word restricted to the dictionary. But by the end of the year, that changed drastically as it became a household syllable. All of us can righty claim to have lived through a pandemic now. The Covid19 pandemic affected every aspect of every one’s lives all around the world. This virus originated in Wuhan in China in ......... Read the complete article

Investing lessons from the COVID pandemic

Posted 11 months ago

 22 has been an eventful year for investors – one that they are unlikely to forget anytime soon in their lifetime. In many ways it has been similar to 28, the only difference being that both the downside and upside in 22 has been much more rapid than in 28. Surely 22 is one for the ages – tales about the pandemic and how investors first lost money and then made more money will be narrated to progeny on many a dinner table. So what investing lessons can we take from this pandemic? Here are s......... Read the complete article

Berkshire reports its biggest quarterly loss ever. Buffett does mid-course correction.

Posted 1 year ago

In the business world, the rear-view mirror is always clearer than the windshield. Warren BuffettOn 2nd May 22, Omaha based financial conglomerate Berkshire Hathaway (NYSE: BRK.B) reported a net loss of $49.75bn for the 1st quarter of 22, its biggest quarterly loss ever. This includes $7.28bn of mark to market losses in investments and derivatives. Berkshire stock has corrected more than 1% - from $19 to $17 - from mid April to mid May on the back of these results. This 1% correction is in stark......... Read the complete article

Corona pandemic – rebalance your portfolio now

Posted 1 year ago

Only when the tide goes out do you know who has been swimming naked. Warren BuffettWe are now in the 13th day of a three week lockdown in India that is being enforced by the Government to arrest the spread of the global corona pandemic which has gripped the entire world. The speed with this virus has spread all over the world is truly terrifying. But perhaps it indicates how much people are on the move nowadays, and how much more they have to travel regularly in today’s commercial world. As of t......... Read the complete article

Corona virus – what to do with your portfolio now

Posted 1 year ago

Be Fearful When Others Are Greedy and Greedy When Others Are Fearful. Warren BuffettAs I write this post, we are in the middle of a ‘Janata curfew’ – a voluntary lockdown in the entire country, initiated by Prime Minister Modi to impose social distancing on the entire population. That and washing hands frequently are the only two weapons we have against this global pandemic at the moment. This virus is unlike anything that humankind has ever seen before. It spreads so rapidly that it can overwhe......... Read the complete article