Good articles

“Dumbo could fly because he was a baby elephant. Adult elephants are aerodynamically unsound.” – Ralph Wanger in reference to preferring Small Cap Stocks over the Large Caps in “A Zebra in a Lion Country”

Here we are again to share some newspaper articles and blog posts we liked specifically.

1) When – How – What of Small Cap Stocks (Economic Times):

Finding the right small cap is one of the best way to wealth creation. The reasons is simple – they are usually available at 1/3rd the valuations of large caps with better to double growth rates. Also like the hugely successful small cap fund manager Ralph Wanger says – “Chances are, things have changed enough so that whatever made you a success thirty years ago doesn’t work anymore. I think that by concentrating on smaller companies, you improve your chances of catching the next wave.”

2) Investing in stocks is the best bet to beat inflation (Business Line):

A nice comparison of the returns provided Sensex, Gold Bonds and Fixed deposits and as expected, investing in stocks proves to be the best way to beat the inflation.

For over 25 years we have been working on this concept with a continuous effort towards finding a good undervalued small/mid cap stock ideas with strong fundamentals. We share about such ideas to have healthy discussions and connect to people with the similar approach.

Online links to both the above articles are – ET article & Business Line article.

3) Alice Schroeder (author of Snowball – the authorized biography of Warren Buffett) discusses Buffett’s approach towards investment

In the video Alice Schroeder takes us to a journey using a specific case study which was not discussed in the book.

Thanks to Pradeep for sharing the above video on his wonderful blog.

Do share your favorite articles through comments.

Best articles during the week

“I read about eight newspapers in a day. When I’m in a town with only one newspaper, I read it eight times”. – Will Rogers

Most of our investment ideas come small corners of the daily newspapers or the weekly magazines (or some interesting blogs). We often come across some interesting articles feeling an urge share with our readers too. So we will often compile (mostly weekly) these interesting articles and share the same here.

1. Gas Sector – Huge Potential ahead

It was an interesting article in Business World magazine on the Gas Troubles in India and the potential ahead.9% Energy needs met by gas in India, while 24% is the world average”.

Arundhati Prasad, 36, who lives in the outskirts of Patna, has to queue up in front of a liquefied petroleum gas (LPG) agency’s office to get a cylinder of gas. Now compare Prasad to Mohammad Ali Bhatti of Dera Baba Bhuman Shah village in Pakistan’s Okara district: in addition to the gas used for cooking in his kitchen, everything from the refrigerator to lamps in the Bhatti home run on natural gas.


Read complete article here.

There are various charts, tables which provide a lot of understanding on this sector.

2. India’s Best Market Minds (19th March ‘ 10 Issue of Outlook Profit)

It was a really good compilation by Outlook Profit with the warm interviews of the “India’s Best Market Minds” including Jhunjhunwala, Sanjoy Bhattacharya, Prof. Sanjay Bakshi and many more .

While all the interviews are not available online, you can read the interview of Prof. Sanjay Bakshi and Abhay Aima online.

3. Poly Medicure Media Updates (in Business Standard, Hindu & Financial Chronicle)

We have discussed on this company couple of times here and here. The stock has been doing well and getting attention of investors.

The company has provided some updates in the media recently about the expansion plans.

4. India Motor Parts & Accessories Ltd (IMPAL) – by Siddharth Shukla

Siddharth has done a good detailed work on the stock. IMPAL has come out with good Q4 numbers and the stock shot up by 20%.

We will be sharing more interesting articles and blog posts regularly.

Also, we have come upon with a new commenting system powered by Disqus to have more better conversations. So, do leave a comment and feel free to share your favorite articles.

10 Business Geniuses to read about [Interviews]

Reading about the successful investors, managers, entrepreneurs and others gives not only the inspiration but also new ideas. We are an ardent reader of the esteem daily –Mint.” The “Business Lounge” section interviews a successful  Indian business person every Saturday. The interviews are written in a very unorthodox style and worth waiting for every weekend.

Below is the collection of 10 interviews which we often like to re-read. (Click on the images or download PDF articles to read the complete interviews.)

image image


This stock market veteran is handling the
economic turmoil by simply keeping his cool.

Download PDF article

Continue reading 10 Business Geniuses to read about [Interviews]