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

Articles on Intellectual Investing from

The Ukraine crisis - what to do now?

Posted 7 months ago

Be Fearful When Others Are Greedy and Greedy When Others Are Fearful. Warren Buffett We seem to be living in a crisis ridden world nowadays. Just when the financial crisis unraveled by the Covid pandemic, that has ravaged entire economies and destroyed livelihoods worldwide, seemed to be coming under control, a new crisis has overtaken us. To be sure the Ukraine crisis has been simmering for a long time – just that it has taken war like proportions only now. As of the time of writing this post......... Read the complete article

2021 - Letter to Clients

Posted 9 months ago

 221 started out as a year of hope against the Corona pandemic that had ravaged the world during 22. Various vaccines appeared at the start of the year with the promise to protect humankind against this virus. In tandem, Governments across the world started the mammoth process of rolling out these vaccines in right earnest. As the rollout of the vaccines gathered momentum, economic activity and market confidence also recovered slowly. But just three months into the year, the lethal Delta va......... Read the complete article

2020 - Letter to Clients

Posted 1 year 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 1 year 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 2 years 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