Wednesday, April 16, 2014

BlueChip Multi-Baggers 2008-2013

Investing Mantra- BOTTOMS UP APPROACH.Invest in common household names. These blue chips will multiply your money over a period of time irrespective of macro conditions.

Below data courtesy-http://rakesh-jhunjhunwala.in/

 
  Name 31-Oct-13 10-Jan-08 % Change
1 TTK Prestige 3,313 191 1634%
2 Eicher Motors 3,893 381 921%
3 Godrej Consumer 869 128 576%
4 Sun Pharma.Inds. 608 109 456%
5 Asian Paints 538 116 364%
6 TCS 2,108 487 333%
7 Castrol India 307 74 316%
8 Nestle India 5,592 1,442 288%
9 Coromandel Inter 221 60 268%
10 Bata India 914 250 265%
11 Apollo Hospitals 906 259 250%
12 Titan Inds. 266 78 242%
13 Strides Arcolab 871 259 236%
14 Shree Cement 4,430 1,330 233%
15 Dabur India 179 57 214%
16 Pidilite Inds. 288 93 211%
17 ITC 334 110 204%
18 United Breweries 925 305 203%
19 Britannia Inds. 939 310 203%
20 Hero Motocorp 2,077 687 202%
21 Marico 212 71 198%
22 Bajaj Fin. 1,351 476 184%
23 Colgate-Palm. 1,239 462 168%
24 Hind. Unilever 609 229 166%
25 Tata Motors 380 145 162%
26 MRF 15,763 6,630 138%
27 Havells India 739 321 130%
28 M & M 888 402 121%
29 Infosys 3,309 1,602 107%                   

Thursday, March 20, 2014

Khushwant Singh Saheb 1915-2014

"Here lies one who spared neither man nor God/Waste not your tears on him, he was a sod/Writing nasty things he regarded as great fun/ Thank the Lord he is dead, this son of a gun." -


Wednesday, January 1, 2014

Mental Clarity

"Friends, a summary wish to everyone here for 2014: the preservation of your most important attribute and the most significant and most threatened human asset, MENTAL CLARITY".-Nassim Nicholas Taleb.

To be smarter and develop mental clarity we should be able to develop an simple thought process that is aligned to our values and ingrained character. Any changes to habitual thinking that has been developed since our childhood, upbringing and education will not be successful. we need to be careful and analyses whether we are capable of carrying such an structural change in our thought process. Any cosmetic changes can improve our self awareness but it needs to followed by an conscious change in our behavior.
Some actions that are likely to improve our mental clarity
1. Speaking slowly-Allowing the mind to keep in control.
2. Develop second level thinking.
3. Develop practical approach to problem solving.
4. Visual thoughts-Imagining all possibe action in mind to last possible option vividly.
5. "invert, always invert" Charlie Munger