Value Research Online

The AI revolution worth having

Sat, 06 Jun 2026 10:00:00 +0530

While giants stake $80 billion on AI's future, the more useful revolution fits in your morning routine. Here is why ordinary investors should ignore the noise and use the tools.

Old file, new company

Mon, 01 Jun 2026

Markets keep reading old files on companies that have already changed. When margins rise and ROCE improves, but the label stays stale, the price lags. That’s where the opportunity is.

SEBI's new rule helps the wrong people

Sat, 30 May 2026 10:00:00 +0530

SEBI wants employers to route SIPs for salaried workers. But formal-sector employees already have auto-debit. The informal workforce, who need it most, are left out.

Fear, greed and panic

Thu, 10 Jul 2008 12:57:00 +0530

Markets thrive on fear and panic. Warren Buffett’s timeless advice reveals why investors should ignore noise and stay invested.

The most useful answer is 'I don't know'

Sat, 23 May 2026 10:00:00 +0530

Readers wrote in after last week's column on West Asia and markets. Their questions sorted into four piles. The answers are less dramatic than the questions deserved.

The complexity of investment jargons

Mon, 16 Jun 2008 10:07:00 +0530

Investment jargon often masks complexity and creates false expertise. Simplicity matters more than complexity in investing success.

Such a long journey

Wed, 20 May 2026

India's largest equity fund now manages Rs 1.25 lakh crore. As funds balloon, portfolios drift and returns shift. Here is when that change demands action and when it does not.

Protection against catastrophes

Mon, 19 May 2008

Can you shield your wealth from wars, crashes, or crises? Diversification and asset allocation offer a practical defense plan.

When 'this too shall pass' doesn't

Sat, 16 May 2026 10:10:05 +0530

Most crises damage sentiment. This one damages things. Physical refining capacity, not just prices, is being destroyed. Here is why the usual stay-the-course advice needs a caveat.

The day even HDFC said no to gold

Thu, 14 May 2026 09:41:52 +0530

Gold ETF inflows crashed 87 per cent in 90 days. The PM, the government and HDFC Mutual Fund reached the same conclusion in 72 hours. Here is how to rebalance your gold allocation now.

Process vs Randomness

Mon, 14 Apr 2008 12:22:00 +0530

Nassim Taleb says markets are too random for financial models, and uniform systems make rare crises deeper, wider and far more dangerous in markets globally.

Read the signal, not the list

Mon, 11 May 2026 11:18:36 +0530

PM Modi’s seven appeals signal pressure on the rupee, imports and gold, offering investors clues about all policy moves and market risks in the economy now.

The Omaha show is over

Sat, 09 May 2026 10:00:00 +0530

With Warren Buffett off the Berkshire stage, an era ends. Here’s my reflection on missed chances, investing lessons, and how the magic of Omaha is fading away.

Beware of 'professional' advice

Mon, 21 Apr 2008 09:42:00 +0530

Most of us would think that taking advice from investment professionals like brokers & advisors would be a good idea. We would be right in seeking advice, but wrong in blindly following it.

The straight-line trap

Thu, 07 May 2026 17:00:00 +0530

People are often quick to dissect complex market systems in the pursuit of patterns and loopholes. Here’s why long-term investing doesn’t need that so much.

The great investor theory

Mon, 31 Dec 2007 13:05:00 +0530

Do great investors consistently beat markets, or do overarching trends drive returns? Here’s a sharp look at skill, luck and investor overconfidence today.

The stolen crystal ball

Sat, 02 May 2026 10:00:00 +0530

Viral posts call SBF a visionary for backing Anthropic and Cursor. But the real lesson isn't about picking winners – it's about holding capital that is yours.

Comfort is expensive

Fri, 01 May 2026

Markets rebound after the US-Iran ceasefire, but the real lesson lies in investor behaviour. Learn why waiting for clarity often means paying more and missing better opportunities.

Less news is good news

Mon, 29 Oct 2007 11:32:00 +0530

Following financial news too closely can harm investors. Here’s why ignoring short-term noise leads to calmer and smarter investment decisions over time…

Nothing ever happens

Sat, 25 Apr 2026 10:00:00 +0530

A bot that bets 'No' on everything outperforms 84 per cent of Polymarket traders. The same logic explains why SIPs beat active traders and why doing nothing wins.