Tag Archives: John Maynard Keynes

Interesting reads 08 Oct 2013 – Bill Ruane, John Maynard Keynes, Sanjoy Bhattacharya

1. A Dozen Things I’ve Learned from Bill Ruane about Investing – http://bit.ly/GHte1N
Tren Griffin on Bill Ruane who was recommended by Warren Buffett to his partners when he closed down his partnership in late 60s.

2. John Maynard Keynes — Value Investor Extraordinaire – http://bit.ly/1aeAudr
A short and nice article on the great British Economist. About him, and his transition into value investing. Seems to be like Ben Graham style and giving more importance to knowing the business and management.

3. Understanding the Neglected Firm Effect – http://bit.ly/1fs3mn2
This is the introductory article by Sanjoy Bhattacharya in Forbes India on finding good investments in Neglected Firms. Tells us clearly on the ground work and what are neglected firms.

4. How To Identify Neglected Stocks – http://bit.ly/GGVTDK
This is the second article by Sanjoy Bhattacharya in Forbes India on finding good investments in Neglected Firms. Tells us the signs of neglected firms and how to value them. Final article is yet to come out in next Forbes India Issue.


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Interesting reads 28 Aug 2013 – PEG Ratio, John Maynard Keynes, Business Checklist, Phillip Fisher, Indian economy, and Special Situations

1. Beware The PEG Ratio – http://bit.ly/16QlC1j
What are the other factors to look at and how we can get distracted just by blindling following the PEG ratio
2. A Dozen Things I’ve Learned About Investing from John Maynard Keynes – http://bit.ly/19WLS2q
A nice compilation of John Maynard Keynes’ Financial wisdom
3. Tom Gardner’s Great Business Checklist – http://bit.ly/14DeTfb
An useful checklist for analysing and filtering out good businesses to invest in
4. 10 Don’ts for Investors from Phillip Fisher – http://bit.ly/16EFm85
Taken from Common Stocks and Uncommon profits, and good compilation of 10 key points from Phillip Fisher for investors
5. There Are Plenty Of Reasons To Believe India Will Avoid A 1991-Style Crisis – http://read.bi/16MK7QC
A nice article by Business Insider on India’s current economic cycle and highlighting the positives of our economy.
6. How To Invest In Special Situations – 5 Essential Criteria – http://bit.ly/143as9J
A nice article that defines a special situation, and a formula from Benjamin Graham to capture the values and five key points to consider while investing in special situations

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