I am planning to start a new monthly post with the topic – what's on my mind. It's more likely to be a brain dump of my thoughts – more for myself – to check back in future as to what I was thinking (or smoking J ) at a particular point of time....

Aniruddha brought up a very good point in the comments and as a result, I decided to add it to the post as it captures the issue for a long term investor. My response follows the comment Hi Rohit, i also tried with options while ago. I realized that,...

Note : The position discussed in the post was closed sometime back and I do not currently hold any open positions in the instruments discussed in the post I have a confession to make – I have moved to the dark side, figuratively speaking J. I have...

Warning: A long post on the competitive analysis of IT companies (low in entertainment value :) ). So please get a cup of coffee or tea before you continue further I recently received a comment from madhav The question I have on outsourcing kind of...

Now that I have managed to irritate some of you, by rejecting stocks which you hold, let me push it still further J Torrent cables: Erratic performance in the past. Loss in the current year and some years in the past. TRF ltd: Negative cash flow....