Prof Sanjay Bakshi, the authority on value investing, practices what he preaches. He has taken advantage of the severe downturn in the realty sector to aggressively buy more of his favourite realty stock
Posts tagged Nilesh Shah
Howard Marks Explains Why A “Safe” Stock May Be Risky While A “Risky” Stock May Actually Be Safe
Howard Marks has drawn a masterful distinction between “fundamental risk” and “investment risk” and explained that while a top-quality stock may not have “fundamental” risk, it carries an “investment” risk if we overpay for the stock. The vice-versa is true for a low-quality stock quoting at throwaway valuations, he says. The moot question is how we can apply this wisdom to a real life situation
Dear Jim Rogers, You Are A Fool For Wanting To Sell A Gold-Mine Like India: Nilesh Shah, Kotak MF
Jim Rogers has a penchant for making bombastic statements about everything under the Sun. He gets away with most of what he says owing to his stature as a so-called “legendary maverick trader”. However, his recent diatribe against NAMO and India has not gone down well with Nilesh Shah of Kotak MF. Nilesh has given a point by point rebuttal to each of Jim’s statements and torn him to pieces
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