The seed is Benjamin Graham. Everything on this platform grows from that one root: the belief that a share of stock is a fractional ownership in a business, and that a business is worth the cash it will hand back to its owners over its life.
What this blog is for
The four strategy baskets tell you what we like. This blog is where we explain why. Expect plain-language notes on valuation, capital allocation, market cycles, and the behavioural traps that separate good investors from frustrated ones.
We will not chase tips or predict next week's index level. We will think about businesses, and about the prices the market occasionally offers for them.
The stock market is a device for transferring money from the impatient to the patient.
How to read us
Treat every post as a personal opinion, written for learning — not as advice to buy or sell. Read slowly, disagree freely, and always do your own work before committing capital.
Welcome to the Omaha connection for Indian markets.