Best Investing Blogs India.

If you are a full time equity trader/investor the basic requirement is to read a lot during the available time. Also during a boring or downtrend it is better to add skillsets by learning/reading on various topics.

I have found blogs as a good source of reading and many of the blogs below have helped me learn more about investing. Blogs give a good perspective from an actual practitioner with real life examples and can aid your understanding of various theory you have read in books.

Fortunately we have a lot of bloggers in India writing on investing and trading. Many of the bloggers have stopped writing since SEBI regulations and personal commitments but their past posts are a good source of learning.

In this post we are trying to list down some of the best blogs on Invest in India.

Disclosure - A lot of bloggers would have their advisory services and other products. Its not a recommendation on the same. We are covering it only from the aspect of educational purpose.

P.S - No set order in terms of compiling. Credits to Himanshu Chajer  - linkedin & twitter for compiling & listing out some of the best reads. Do mail us if we have missed some other blogs - nooreshtech@analyseindia.com

FUNDOO PROFESSOR by Prof. Sanjay bakshi

Profile— interview will provide some details about Prof. Bakshi. Linkedin twitter Website

He does not need an introduction. Every page or post is a must read. Also must go through his Behavioral Finance and Business Valuation Course on his website

Some of the good reads—

• VANTAGE POINT: 8 POINTS OF VIEW FOR EVALUATING A STOCKTHE ALCHEMY OF FINANCE AT RELIABLE ENGINEERS

• Presentation on Floats and Moats.

• THE EVENTUAL CONSEQUENCES OF RISK SEEKING OR RISK BLIND BEHAVIOR

• TALK @ GOOGLE: THE PREJUDICES OF MR. MARKET

• SEVEN INTELLIGENT FANATICS FROM INDIA

Safal Niveshak by Vishal Khandelwal.

Profile-- About linkedin Twitter

He is the most active blogger amongst all and has a huge no of posts on various topics in Investing. It's a great place to start to learn about investing and the thought process around it. There are a lot of Interviews of famous Value Investors. You would not get stock examples but only thought process.

Some of the best reads—

• How to Value Stocks using DCF…and the Dangers of Doing So

• How to Find Great Businesses, the Peter Lynch Way

• Latticework of Mental Models: Porter’s Five Forces Analysis

Stoic Investing by Puneet Khurana

Profile-- About Linkedin Twitter

Puneet is a MBA from MDI Gurgaon and has worked in a couple of hedge funds before going on his own as an independent investor, trainer and entrepreneur.

The stoicinvesting blog has long and insightful podcasts of interesting investors from India and abroad. You need to pull out some time and binge on some of the podcasts.

Some of the best reads—

• Wait: Don’t Read Warren Buffett Letters!!!
• Sheep in Wolf’s clothing: An asset’s true character
• Stoic Podcast Series Ep.4: “Real life Rags to Riches”
• Stoic Podcast Series Ep.2 : Do’s and Don’ts of Moat Investing
• Stoic Podcast Series Ep.7: “Let the numbers talk”

THOUGHTS ON THOUGHTS by Neeraj Marathe.

Profile—this interview will provide some details about Neeraj Marathe. Linkedin Twitter

He does not write on his blog anymore given the regulations but if you want to be a better investor you can read what he shares on twitter. For last 1 year plus he has been sharing one good read every day on twitter.

Some of the best reads—

• Noida Toll Bridge - The Alternate View

• NBCC - Fantastic business and 'sitter' valuation, but...

• Skill v/s luck in investing - the eternal debate

SageOne Investments - by Samit Vartak  

Profile - Samit Vartak

Samit is one of the founding partners and Chief Investment Officer at SageOneInvestments.

This is not exactly a blog but the Memos every quarter and other presentations shared on their newsletters and presentations links are a must read. A lot of in depth research and insights.

Some of the best reads

• Valuation Presentation at Flame Institute – June 2014
• FLAME Investment Lab With The Masters – 2015
• Indian Market Valuation Analysis – SageOne Nov’16

Manufactured Luck by Abhinav Mansinghka and Niren Parikh

Profile -

Abhinav has spent more than a decade in various functions in the Indian mutual fund industry.He is now an independent investor and is also an avid corporate trainer.

Niren is a Chartered Accountant by profession and a PGDBM from MDI, Gurgaon. Had the fortune of studying under Prof. Sanjay Bakshi and working with Mr. Raamdeo Agarwal. The last engagement was with the investments team of an AMC.Currently managing own funds, he aspires to known as one of the greatest common sense investors.

If only these guys would write frequently. Recent articles are a must read.

Some of the Best reads--

•  Is there a ‘Bubble’ in Quality?
•  FAIR & FINE ???
•  Fool’s Wisdom #4 : An alternate approach to position sizing
•  
  

  Dalal Street & Screener.in by Ayush Mittal and CA Pratyush Mittal & ValuePickr by Donald Francis and Ayush Mittal 

  Profile--About

  Ayush Mittal and his brother Pratyush Mittal are independent investors. The blog is not much active post the SEBI regulations but the older posts had many stock specific insights. Apart from being investors the Mittals have created some amazing tools and forums for the investing community.

  www.screener.in is an excellent website for filtering stocks on various inbuilt and customizable screeners. I would suggest you subscribe the video on how to use screener - https://savers.moneylife.in/icvideos/ ( the same link has other videos by Prof Bakshi , Debashis Basu , Vijay Malik and Vijay Kedia )

  www.valuepickr.com is an active forum for discussing investing and stock research. Read through it and do not post before you go through the detailed rules. Maintain the sanctity of the forum.

  Some of the best reads—

  • Updates on the Quarterly Results – Q4FY14

  • Caplin Point & Poddar Pigments

  • The Best Ideas and stuff of 2012

  Stalwart Advisors By Jatin Khemani

  Profile—this interview provides details about Jatin Khemani. Linkedin Twitter

  Jatin is a MBA CFA and a Registered Investment Adviser and also a faculty at some MBA institutes.

  The blog focuses on Qualitative Analysis with an emphasis on Scuttlebutt. Old stock specific initiating reports are available and are a good read to understand the research process.

  Some of the best reads—

  • [Video] Talk delivered at FIL Alumni Meet, Pune – July 2016

  • 3-wave framework & its implications on growth potential

  • Obsession with P/e Multiple

  Alpha Ideas - Investment Blog for the Indian Markets by Raoji.

  Profile—about Twitter

  This is not essentially a blog where author writes specific to investing but does an amazing job at collating data and articles from various sources. The linkfest series every week helps you get the best reads. A very active blog and a must subscribe one if you like reading. The author is personally active on twitter.

  Some of the best reads—

  No best reads here.

  Value Investor India by Rohit Chauhan.

  Profile -

  This interview has good details about him.

  Remember reading this blog for a decade and is one of the first blogs on Value Investing in India. Running strong for last 10-12 years.

  Some of the Best Reads -

   

• The value of ‘overvalued’ stocks
• How to miss a 10 bagger
• Cheap and durable (price matters !)
•  

  Perfect Research By Ashish Kila

  Profile-

  Mr. Ashish Kila, FCA, MBA (Chief Investment Officer)

  Ashish is a rank holder CA and MBA from MDI Gurgaon. He has worked with leading investment banks like Goldman Sachs & Morgan Stanley in their equity research division and now is the CIO of the group’s investment management division. Ashish regularly speaks on various capital market forums at MDI Gurgaon, ICAI (Institute of Chartered Accountants of India) conferences.

  At least once or twice a year he comes out very detailed & long presentations on one of the topics in Investing. His presentations are appreciated by all fellow investors. One has to go through his presentations even after his talk given the amount of data in them.

  Some Of the Best Reads—

• "Identifying Businesses exhibiting the Capacity to Suffer"

• Why standard valuation matrix is not the best way to value great businesses

• 4C's of Investment Process - Cloning, Checklist, Capital Allocation & Checkout (When to sell)

• Quest for Value by Kiran Dhanwada.

  Profile -

  Kiran has given his detailed profile on his blog - About Kiran and this note on ValuePickr

  His old posts on the blog on topics like special situations and stock specific views are detailed and a lot of clarity in thought process.

  Very few posts on his blog in recent times but he is active on valuepickr and twitter at times. https://twitter.com/_kirand . Hope he starts writing more. The older posts are very detailed. I have piggybacked on some of his ideas in the past.

  Some of the best reads--

• Interesting Read: How Companies commit Accounting Fraud

• Confusion. And then Chaos.

• Go for the Million!

• ISGEC Stock Story 

• Welcome 2015!

• SAFIR'S PICKS by Safir Anand

  Profile-- Linkedin Twitter.

  He is a lawyer by profession. He is more active on his twitter account.

  The blog has few articles but a good read to understand market psychology from a perspective of an investor

  Some of the best reads-

  • WIN THE WAR,IGNORE THE RATTLE

  • DON’T BE A CRY BABY, BE A BUY BABY

  Vijay Malik By Dr. Vijay Malik

  Profile-- About Linkedin Twitter

  Vijay is a MBBS followed by a MBA CFA and FRM. He is now an Investment Adviser.

  The blog has now become more active and there are detailed posts on analysis of annual reports of various stocks , Q&A, governance and much more.

  Some of the best reads—

  7 Signs to tell whether a Company is cooking its Books: "Financial Shenanigans"

  Equity Research: Ambika Cotton Mills Limited

  5 Simple Steps to Analyse Operating Performance of Companies

   

  Long Term Equities  by Amit Arora

  Profile -

   Amit Arora - M.B.A, B.Com.(Hons) Gold Medallist, D.P.S - Mathura Rd

  He is one of the founders of the Fund and Chief Investment Officer of Eleven Dimension Funds. After two short stints in India he had the privilege to serve United Nations, based out of Europe from 2000 through 2007.

  Its an interesting blog where the title is MultibaggersIndia and the writer is not from India and writes a lot more on Stocks listed across the world. The blog is now shifted to https://lifeandequities.wordpress.com/

  Some Of the Best reads—

• Conviction and Approach to investing | Learning from Buffett and Munger's Checklist

• Investing Strategies from Peter Lynch and Philip Caret

• 20 Year Investment as envisaged in 2013

• Relaxo India or Bata Bangladesh ?

• ROE

• VALUE PICK FROM INDIAN STOCK MARKETS

  This used to be the most active blog on Microcaps/Smallcaps with a lot of comments on each of the posts. More than 100 stocks recommended a year. Of late with regulations the stock picks have stopped. But in between the author now shares good reading material.

  Some of the best reads—

  • Common Clues Of Financial Statement Manipulation

  • For First Time Investors ....

  • Buy-And-Hold Investing Vs. Market Timing

  Arun the Stock Guru by Arun.K.Mukherjee

  Profile-- Linkedin Twitter

  A blog focused on microcaps and pretty active. They also have an app - Sharebazaar.

  Some of the best reads—

  • Cheviot company and Pan India Workshop of Share Bazaar App

  • The turnaround Capital goods bet with Multibagger potential

  • Words of Wisdom and the paid stock idea:-Transport corporation of India ltd

  Value Investing: An Intutive Approach to Investing By Dhwanil Desai

  Profile -

  You can read about him on this page on his blog About me -Dhwanil Desai.

  Dhwanil follows the Media Sector really well and he is more active on ValuePickr

  Some of the Best Reads—

• My First Tryst With Scuttlebutt: Cera Sanitaryware

• Valuepickr Meet 2015: Few Learnings from my investment journey & Articulation of My Investment Philosophy

• Envy: Most lethal of all sins in Investing - Part I

• Hindustan Media Ventures Limited: A mispriced bet in newspaper business

• Gaurav’s Blog by Gaurav A Parikh

  Profile-- Mentor at NSE Investor Training Initiative . Linkedin Twitter

  Some of the best reads—

  • Are Markets Overheated in the Small & Mid Cap Space ?

  Calculated Wagers by Ankur Jain.

  Profile -

  Ankur Jain is an ex-student of Sanjay Bakshi and has also worked with him for a really long time.If you are interested in value investing do watch for the internship programme he does once in a while.

  Some of the best reads—

• Businesses I Like

• Picking pennies in front of a steam roller ?

• The Case of Noida Toll Bridge

• IIM Kashipur Lecture

• Seeking Wisdom by Jana Vembunarayanan

  Profile-- Twitter

  He also has a book which is a good read -

  Some of the best reads—

  • Teaching Is Fun

  • Latticework of mental models

  • Think Long Term

  Investment Insight by Prabhakar kudva

  Profile—this interview will provide details about Prabhakar Kudva. Linkedin Twitter

  Some of the best reads—

  • The most important question in investing

  • Allocating Capital – A Formula

  • Fooled!

  The Calm Investor by Anoop Vijaykumar

  Profile—About Twitter Linkedin

  Some of the best reads—

  • Difference between face value, book value and market value

  • Mean Reversion: The Value Investor’s secret weapon

  • The investment strategy that beats the average investor – II

   

  Stable Investor by Dev Ashish

  Profile—this interview will provide details about Dev. Linkedin twitter

  Some of the best reads—

  • Market Timing Or Disciplined Investing – Which is More Sensible?

  • How Luck Helped Me Make 700% in Stock Market Crash of 2008

  • The Perfect Business

  Value Investing to Investing Values By Ninad Kunder

  Profile-- This interview has good details about Kunder.

  I think Ninad has stopped writing on the blog since the SEBI regulations. He does tweet some smart lines once in a while - https://twitter.com/ninadkunder

  Some of the best reads—

  Nesco Ltd

  The 3C’s of Investing

   

  Please mail us your suggestions nooreshtech@analyseindia.com to add to the above list.