Interesting reads 22 Aug 2013 – Parag Parikh on NSEL, Insider Trades, and Warren Buffett

1. Predictable Surprise: The National Spot Exchange Default –
Parag Parikh of PPFAS talks point by point in an excellent fashion on the recent NSEL default. Jotted down in bullet points on what went wrong and why it was predictable by asking logical questions, and explaining this fiasco from Behavioural biaes perspective.

2. Insider Buying Stock–Should You Care? How Much? –
A good read on insider trading. Why following an insider buy/sell approach may not be good for a retail investor. 3 good reasons given by the author of this article to support this point.

3. How To Build A Company That Warren Buffett Would Invest In –
This article talks about the key characteristics of a business that would impress Warren Buffett. Key characterstics mentioned are the Economic Moat, Higher Margins and Return on Equity and Capital, Ability to rebound from failures, Capital Allocation etc.,


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