Category: Non-equity assets
Primary home is not a financial investment
January 11th, 2010, No Comments
I have a lot of time on my hands these days ! With the market at the current levels, there is not much to buy. I am in the analysis/intellectual gymnastics mode these days, analyzing companies and thinking of odd ball stuff. In continuation of that spirit, I decided to write a post on the [...]
Moving to the dark side – bought options
November 10th, 2009, No Comments
Note : The position discussed in the post was closed sometime back and I do not currently hold any open positions discussed in the post I have a confession to make – I have moved to the dark side, figuratively speaking J. I have rarely written about options and derivatives. There is a simple reason [...]
A few thoughts on other instruments
March 23rd, 2009, 3 Comments
I received the following comment from Raj. I am posting my response via a post. Please feel free to share your comments Hi Rohit/Everybody, Can we include below mentioned financial instruments in personal finance and short comments (how easy they are for new investors, who should dabble with them, pros/cons) on them: A) Commodities B) [...]
Evaluating various personal finance schemes
March 20th, 2009, No Comments
I typically don’t write much on personal finance. The key reason is that it does not hold much interest for me and does not challenge me. After you have spent 1-2 years reading on investing, evaluating a scheme is quick and easy. In addition, there are a lot of other blogs and magazines which do [...]
Real estate – current reality and some thoughts
December 15th, 2008, No Comments
I had written about real estate and its valuation a year back. I would suggest reading the earlier post before proceeding on this one. The usual approach to valuing real estate is to look at the rental yields. Rental yield = net rental after all expenses / capital value. Investors expect yields to be in [...]
Real estate valuation – Random thoughts
November 22nd, 2007, No Comments
I have been reading the book ‘Seeking wisdom – From darwin to munger’ which talks of various mental models and applying them to a problem to analyse it in detail.The book is itself inspired by charlie munger and his lecture on the same topic. I have attempted to apply some models to valuing and analysing [...]
