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Thoughts on Investing and Investment Ideas
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When To Sell
Anyone who has worked long enough in the stock market would know that the selling decision is far more difficult than the buying decision. Sell too early and investors miss out the bulk of the
Stock Selection
Common complaint of the elder generation, ‘those were good old times’ is rightly criticized for its blanket debunking of the present in favor of the past seen through nostalgia tinted glasses. The world has indeed
WACC
WACC is the weighted average cost of capital. It is the minimum return that a company must earn to satisfy all the stakeholders (viz lenders and shareholders) who give money to the company. Lenders demand
Govt Debt Sustainability vis a vis GDP Growth
Basic rule is that nominal GDP growth should be more than the interest rate for govt debt to not balloon. If the interest rate in a country is 6% then the nominal GDP growth rate
Inflation and Investing
Two main ideas to keep in mind about inflation’s impact on money and other assets are: a) ‘Real’ assets keep getting more expensive. Hence owning real assets is better than owning cash.b) Cash keeps losing
