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Dear Sir, In mid Dec’14 we shared a detailed report (26 Pages) on a very good stock with our Alpha and Alpha + members and would like to share with you details on the same. We have always believed in doing few things but doing them really well. Wise leaders focus on doing a few things well and then building from there. Rather than diluting the resources in a bunch of mediocre things, they create momentum and excellence in a…

Dear Readers, Like most investors, are you prone to bouts of irrationality when it comes to investing in stocks? If yes, then read below. Charlie Munger was asked a few years ago to explain how he achieved his amazing success in the stock market. He thought for a second, and then replied simply:“I’m rational.” Implicit in Munger’s reply is that other investors are prone to bouts of irrationality. A rational investor, such as Munger, has an edge if other investors…