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I have received tremendous response for my recent interview of Mr. Basant Maheshwari. Thank you tribe small book  ), or simply click on the image on the right. Secondly, please note that admission to the thir students from 15+ countries who’ve decided to move away from the darkness of ignorance to the light of Maheshwari’s debut book “The Thoughtful Investor” has several aspects which will give you valuable guid was on the brink of insolvency. How he managed to claw back from that debacle is a fascinating story in pieces after such a disastrous experience, Basant used the opportunity to identify his weaknesses and re finding multi-bagger stocks like Page Industries, Hawkins Cookers, Titan Industries, Gruh Finance, HDFC stock wizards who have discovered the secret formula to finding winning stocks, few would be prepared t surprise that the book reflects another aspect of Basant’s personality – clear and confident thinking. All th number of issues. For instance, one issue that frequently arises is whether a stock that has seen a rapid However, Basant rubbishes this fear by pointing out that “A small or mid-cap stock which gets into a fresh down as most amateurs fear”. “Wealth is also made by buying high and selling higher, a strategy shunne portfolio. By default most investors end up with a highly diversified portfolio because of their lack of confid makes a career but a 15 bagger on a 30% allocation can make a life” he says and adds with a sense of p concentrated portfolio. He emphasized that the one important aspect investors of a concentrated portfolio explained that if one chooses 5 stocks that were growing at, say, 25%, then even if one stock pick went h extremely careful while selecting your stocks because the margin for error in a concentrated portfolio is lo to buy and sell today’s stock at yesterday’s price”. “Trying to find the best businesses at the lowest valua issues affecting the stock’s future if they want winning stocks in their portfolio. Basant also warns against has moved in the past rather than how much it could move in the future”. “High quality stocks rarely beco an asset-light model, Amara Raja, TTK Prestige with a duopoly, Titan – scalable opportunity). He also ref watch out for. There is also a section on how companies manipulate their accounts. The part on the stock also gives practical examples of how buying blue-chip powerhouse stocks like HDFC Bank, Sun Pharma bull market he says and adds that “A good business is more important than a good valuation as inferior b “There should be no reason to take money off the table as these growth machines continue to compound time. A vivid and graphic description of each experience is given. “Not selling a stock with deteriorating fu spite of a change in the economic setup of his stock generally pays up with a bigger one” he says. There commission are nicely spelt out. Basant cautions investors against ruing their losses & missed opportunit another one will come much sooner than what he expects it to” are Basant’s sage words of wisdom. Use used borrowed funds for short term punts. Basant has given a convincing explanation on how borrowed f super-high conviction that the stock will be able to give you a return that is higher than the interest paid o of using borrowed funds, that Basant does not refer to, is that the income-tax department can brand you funds, make sure you have a separate Demat a/c, separate broker, etc for these stocks. Selling stocks to the optimum way to get rich but is surely a nice way to get rid of stocks that will make an investor rich” he to get his hands dirty and do his own research, Basant has provided a ready-made check-list of things th Pharma companies “lottery tickets with their ANDA filings and US FDA regulations”. I suspect Basant is s sector which is so easy for everyone else to understand and which has given super-duper multi-bagger re very well in life. Limitations: The book is not without its limitations. For instance, the part on valuation of s historical bubbles/scams like the 1637 Tulip scam etc appear to be irrelevant and add little value to the in have had great adverse impact on the stock market and on investors’ sentiment. Conclusion: At the end o Subscribe To Our Free Newsletter investments, people, Portfolio, stock picker Amara Raja, Basant Ma...