I took the Road most travelled by and was dazzled by the architecture. Kazakhstan is currently Visa-free for Indians and a very economical travel destination providing you with adventure activity, sightseeing, and Partying. Day 1 - Land at Almaty (0630 hours), a 4-hour flight from Delhi. Land at -15 to -20 Degree Celsius and get [...]
Author: Vikash Mantri
Investing or Poker: If you Don’t Practice – You don’t play
“I love to practice. I need to practice. How can I skip practice? I need it.” - Michael Jordan Some days ago at an Investor conference - I talked about what investors can learn from the game of poker. One area I talked about is that in almost all skill games and sports players are [...]
The Magic of Masai Mara – Bucket list adventure
This was part of a 12 day trip. Will write about the full trip later. Day 0: Reach Nairobi. Get a briefing from Shashank Birla from Wilderlust expeditions –Naturalist and Photojournalist on what to expect and a brief outline of our plan for the next 4 days. Day 1: Reaching the Camp and a short [...]
Invesco Partial exit from ZEEL- Learnings from mistakes?
“It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes.”Warren Buffet Invesco bought a 11% stake in Zee in August 2019 at Rs 400 – spending ~Rs4000cr apparently after the promoter’s debt problems were known and, in a bid, to help them. It intends to Sell 7.8% in a block [...]
Why are Zerodha and ZOHO Ceo’s arguments on listing mistaken?
A case of Tail wagging the Dog. You always have a choice between Dmart and Reliance Power. Recently Nithin Kamath CEO of Zerodha has tweeted the reason to Not IPO is because it burdens with unrealistic expectations and I quote “For a stock to do well, you have to outperform”. The quote was retweeted by [...]
The Reluctant Analyst 