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Topic Archives: India

  • Friday File: Buying Beauty, Selling Ugly

    Preparing for Recession... plus DocuSign, Ulta and Okta report, and I make a few buys and do some tax-loss harvesting

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  • Friday File: India, China, the Big Picture for 5G, and a bit of Selling

    Checking in on India after the election, and the ongoing tech sector fear of ChinaQualcommHuawei5GPanic, updates on Fairfax, Okta, Qualcomm, Nokia and Keysight... plus reader questions on selling and Mtech

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  • Friday File: Diving into another Marijuana teaser, plus several add-on buys

    Before you get sucked into reading more of my blather, take a moment and read the Wall Street Journal if you’ve got a copy nearby or an online subscription — not the whole thing, but read Christopher Mims’ column The World Isn’t as Bad as Your Wired Brain Tells You. It’s an unusually brief and […]

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  • Friday File: Buys in Small Tech and Baby Berkshires

    A few transactions in the Real Money Portfolio, plus check-ins on Berkshire, Square, Kweichow Moutai, Markel, Apple, Kennedy-Wilson, Greenlight Capital, my China speculations, and more...

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  • Friday File, Part Three: India (Fairfax India and Graham Value Conference notes and thoughts)

    Fairfax India Holdings (FIH-U.TO, FFXDF) is a separate investment fund controlled (and about 1/3 owned) by Fairfax Financial (FFH.TO, FRFHF). For those unfamiliar, it was started because Fairfax wanted to put more into India, but felt there was a limit to what they could invest in that one country — so they launched a separate […]

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  • Friday File, Part One: Fairfax, Columbia, IIPR and some Random Thoughts

    No Transactions in the Real Money Portfolio this week, but thoughts on Fairfax Financial and Fairfax India, Innovative Industrial Properties, and Columbia Financial

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  • Friday File: Tesla, Facebook, India and Marijuana… Disjointed Thoughts Following a Disruptive Week

    Two buys in the Real Money Portfolio, plus thoughts on Naspers, NVIDIA, IIPR, Fairfax India, Berkshire and General Electric, among others...

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  • Friday File Hodgepodge: India, Gold and Stop Losses

    Checking in on Yatra and some gold stocks, and an update on stop loss triggers for the Real Money Portfolio

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  • Grant’s Conference – Notes and Ideas (and one related buy, so far)

    Several ideas sounded compelling to me at the conference this year, and one was compelling enough that I was inspired to buy its biggest competitor

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  • VIC — Rahul Saraogi, “India is a terrible place to visit”

    Very interesting and honest take on the breakdown in India from an honest Indian money manager. He’s clear about how terrible things are in India — but says that India has been cyclical and the underlying reasons for the economy to grow are still there … and the stocks are cheap. Business confidence at lows, […]

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  • “The Elephant is Moving” — notes on Amitabh Singhi’s India-listed Investment Ideas

    Amitabh Singhi has spoken at Value Investing Congresses in the past, and he typically talks about India-listed stocks that, frankly, we probably can’t easily buy — but he talks about the state of the economy, and the growth we should expect to continue, so though I probably won’t buy his stock I like learning about […]

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  • “The Industrial Pioneer of India … an unprecedented opportunity for growth.”

    Sniffing out a teaser for Benjamin Shepherd's Global Investment Strategist

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  • “Transylvania Gas” and Phase 1’s April 26 Conference Call

    Sniffing out the latest teaser pick from Frank Curzio's Phase 1 Investor

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  • “Million Dollar Stocks … Indian Shares to Own Now”

    Well, I couldn’t resist a little foray into the mysteries of the 401(r) Royalty investment teaser yesterday … but today, as promised, I’ll return to Dalal Street Insider to uncover some more interesting Indian investments for you. Dalal St., by the way, is similar to Wall Street, it’s the address of the Bombay Stock Exchange […]

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  • The EMN Initiative Goes Live: 14,541% Gains?

    Today we’re again hearing from old friend Christian DeHaemer (“old friend” as in, “don’t even know what he looks like and have never spoken to him but read lots of his ads”) — he’s selling his BreakAway Investor newsletter with this pitch … “On March 31st, 2009, The “EMN Initiative” Goes Live “A Historic Government […]

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  • “$2,000 Automobile Taking Asia by Storm!”

    Today’s ad for our review comes in from Bryan Tycango, who writes the Asian Growth Stocks newsletter — we’ve looked at a few of his ideas before, but it’s been a while. This time, the ad is for a company that’s going to “jerk the rug out from under today’s tottering automobile giants.” Which just […]

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  • “Own the Sleeping Giant of India” Material Profit

    This one’s from Christian DeHaemer for Material Profit, one of the “introductory” inexpensive newsletters from Taipan (on sale for $49 at the moment, apparently). This group is no stranger to your friendly neighborhood Gumshoe, but I don’t think I’ve looked at one from Material Profit before (I’ve looked at many from DeHaemer’s other services, most […]

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  • “India Rising: The Golden Quadrilateral and the new Model T”

    This one comes in from Chris Mayer for his Capital & Crisis newsletter. Chris has brought us, via teaser email, several investing ideas over the past year — from one of many “next Berkshire Hathaway” picks (down about 15%) to an interesting under-the-radar natural gas company (up 75% or so). But this one actually includes […]

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  • “Tier Two Cities: Unstoppable Growth”

    This teaser email comes in from Bill Mann at Motley Fool Global Gains … and as with all such reports from the Fool, this one is a bit like reading Tolstoy, by the time you get to the end you can’t quite remember why you started. But even though his missives are long-winded, Mann has […]

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  • “800 pound gorilla of India’s roaring economy”

    To anyone who read this in the first hour it was up — apologies! I read the rest of the investment teaser and changed my mind — this has been edited. The email solicitation covered here was sent in by an alert reader, so thanks for that. It was a very brief email, at first […]

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  • Comments

  • Interesting times, for sure. I knew about baiju, and owned Moutai shares many years ago, but I didn't realize before...

  • It's true, further reducing cash usage would probably increase tax payments. That's why they tried to almost get rid of...

  • Really, foxnews, surely here we can be more serious and call things the way they truly are like for what they actually a...

  • There is growing diversification in world trade and reserve currencies, but so far change has moved at a glacial pace. ...

  • hello, thank you for clarifying the hype / panic articles on $ collapsing through CBDC.one aspect I did not see di...

  • Nobody really knows, which is why Buffett sold most of his Taiwan Semiconductor shares shortly after buying them. The r...

  • It may help to keep in mind that Bitcoin etc are global assets and not intended for US only. In fact given the way regul...

  • Nicely put, Doc. A very senior Indian army officer commented to me just a few years ago when I asked about India and th...

  • I was fighting with the investors place office this morning. Sloppy people. Finally got from them the special reports, i...

  • If what I’ve gleamed from some in the know, the world will be seeing things never seen before! The chaos that we saw ...

  • GARI ( The equivalent of Tik Tok in India) and Hive are the newest two. Celo and Audio before that.Anyone know wh...

  • Hello I am new to all of this stuff. I wanted to know has anyone herd of Ethereum Green? Known as LIBCOIN. (LIB) I kno...

  • I believe this could be the Canadian company SaNOtize. Pre-IPO stocks are available if you have big cash. It may be part...

  • Actually, India is waiting for its next COVID wave....

  • Wow, lots of one-sided info. Where is the info on the progress on therapeutics, ie : India has almost eradicated the ne...

  • wrong comment for India definitely! India has largest Solar Base, cost of Solar energy went down from Rs 14 to Rs 1 per ...

  • France derives 90% of their electricity through nuclear so there is a world market for this technology, the waiting wou...

  • I just read an article regarding the use of Ivermectin in certain parts of India destroyed the Covid. Ivermectin obliter...

  • Perhaps you - and all of us - have good reason to worry. Consider:"The Nipah virus (NiV) is a type of RNA virus...nor...

  • India is doing far more with conscientious development to better handle future calamities than most by any reasonable e...

  • Those of us who live in the parts of the world where the pandemic is easing up are extremely lucky. And India has been...

  • Wonder if what is going on in India is more than covid 19....

  • I know of at least two people personally who had taken both the doses of Pfizer vaccine and had gone to India after the ...

  • I find it "both interesting and typical" that Western science has not exploited the experience of other areas of the wor...

  • I don’t think they’ll have any trouble getting additional capital if they need it. Don’t know if they’d want mo...

  • I don't believe there is no evidence, there is plenty of it. But the most interesting point that he mentions is the eve...

  • it's market hero not market heroes. if you are going to post fake reviews at least try to get the name right. you are pr...

  • Thanks Travis, fantastic as always. As you've just dissected two of my holdings i thought i'd share my experience this...

  • Hi Travis as another one of the (should be) boring stocks whats your latest thoughts on fairfax india? I know the banga...

  • do a little reading about gates polio fiasco in india...

  • It is interesting how deep the rabbit hole goes and how incestuous it's all becoming. For example, NVAX just announced t...

  • India kicked Bill Gates outta the country for what he did to hundreds of thousands, if not millions - can;t remember - f...

  • Hey Travis, I'm fairly new at investing and I really enjoy your newsletter. What do you think of Fairfax India now? It's...

  • Thanks Dr. Gumshoe, for this entertaining analysis. Turmeric also has been used as an anti-inflammatory and antiseptic a...

  • I read Tilson's TAAS teaser pitch and then out of curiosity to find out which stocks he's hinting at, I came across your...

  • Hey Travis,I wanted to ask your thoughts on FFXDF, ie Fairfax India, moving forward. I made the mistake of allocating ...

  • What if hundreds of millions of holders of gold in India and China must sell to survive? Who will have the resource...

  • Peoples Liberation Army has to do something, that is the social contract governments have with population- no down side ...

  • In India, there are many gas stations that are equipped with Clean Natural Gas (CNG) filling for cars...

  • India must be delivering substantially more interest on saved cash than is the USA....

  • I’m a little concerned, since the transaction seemed timed to boost book value just before closing the books on 2019, ...

  • Hi Travis firstly it’s good to have you back. On fairfax India I’ve owned the stock for a couple of years ( loss...

  • Thanks for that very good piece of work. I am overseas about 1/3rd of the time. I am writing this from India. Antibioti...

  • Tried seling a portion of my Fairfax India (FFXDF) shares but was blocked with a 144A restriction by Fidelity. No issu...

  • India...…..nobody is talking about India ! https://inc42.com/features/electric-revolution-the-electric-vehicle-startu...

  • While in India you may need some entertainment... and since I do not have an entertainment thread, here goes: $EROS htt...

  • I’m not recommending anything, just telling you what I find appealing and what I own. The brokers cracked down on Fai...

  • $FYI - Energy Storage News - 6/4/2019Some of todays articles; What solar can really do: SolarEdge’s augment...

  • Don’t think I’ve ever owned MMYT, though I’ve written about it a few times. It’s far and away the largest OTA i...

  • Broker Fidelity has Fairfax India (FFXDF) listed as Rule 144A (restricted to restricted institutional trading).Th...

  • $FYI - The latest from Energy Storage News - 5/9/2019Some of todays articles; Surviving extinction: What the ...

  • Thanks Joe. It makes logic sense that India has a huge market to be tapped in. What I don't know is why WIT stock hasn't...

  • The stock in questions was WIT, Winpro LLC of India. It moved from a close of $4.47 on Monday to its current late-in-the...

  • I've followed Mampilly for prox 2 1/2 years and have done quite well I think. Basically I just got tired of being upcha...

  • I haven't traded the OTC US shares recently, my purchase was direct in Toronto via Interactive Brokers, but it sounds li...

  • Haven't looked at them recently, though I see they've been trying to build in India through acquisition... including, ju...

  • The earnings are largely irrelevant — the impact of the rise or fall in value of their investments in any given quarte...

  • Travis, I wonder if you could go into a little more detail on your thoughts on Fairfax India. I'm really unhappy with t...

  • $VRB.V - National Entry Phases Filed in South Africa, India and the United States for VanadiumCorp-Electrochem Proce...

  • Sorry, I don’t follow the India market (or the so-called “Emerging Markets” in general) but I chanced upon a brief...

  • I've been a subscriber for almost two years and in that time I've made some money plus or minus 15K BUT most of that was...

  • India in general is down in the past year, so it would be exceptional for any India fund to buck the trend. While I am a...

  • Mr Travis, do you (or readers) follow India markets as a whole? My 401k mutual fund (I have no choice) on India did poor...

  • Thanks MJ, This is the real reason I read stockgumshoe.Having worked in the “Health care” profession for decad...

  • India has Thorium. They had a plan to first build some uranium fired plants. And then to use their thorium for nuclear...

  • Great summery as usual Travis(the longer the better for me) couple of questions:- Do you think berkshire is still a buy ...

  • Travis, sorry I'm late to the discussion, but it is my understanding that NOK is building low cost phones for the emergi...

  • Clean TeQ triggered a stop loss a while back, as cobalt prices dropped and the capex numbers for sunrise climbed — I s...

  • Hi Travis,I see that you talked about possibly letting Naspers trigger a stop loss.What are your thoughts (recen...

  • $EBIX long, growing presents in India https://finance.yahoo.com/news/ebix-acquires-miles-software-leading-125730736.htm...

  • I signed up to one of Doug Caseys newsletters predicting gold would soar in april 208 because of some Amnesty in India, ...

  • $FYI - EV Company News For The Month Of August 2018 by Matt Bohlsen @SA Includes: AAPL, APTV, AUDVF, BABA, BCCMY, ...

  • Travis, $EBIX long, has a growing presents in India. You make want to take a look at them. Founder and CEO is Indian and...

  • You were smart to doubt it. That's an ongoing world wide scam. The known sources are mainly from India, Nigeria, and Eas...

  • Thanks Sarah, this only helps get the story out there. Regards India I'd say that after China, India have a very good re...

  • FYI Dear Clean TeQ News Subscribers,Local Media CoverageFollowing release of the Definitive Feasibility Study f...

  • IMO I wouldn't say that they choose India per se. The mandate is what their attention is focused on. As the market for E...

  • CLQ put out an email today containing links about India's state owned firms being mandated to secure EV metals from 'abr...

  • Hopeful, obviously; but no deal announced yet.Ionic was to deliver new samples and meterials for testing, once they...

  • The preventative antibiotics situation is scary, especially in India.As always, thanks for all the information and i...

  • $FZO.asx > Sophisticated Investor research updateFamily Zone Cyber Safety Ltd (ASX: FZO, Family Zone or the Company)...

  • I sold my positions in India (ffxdf). I don't like corruption....

  • Corruption is huge in India, as is bureaucratic molasses — that’s a lot of what reform is trying to address, having ...

  • Brilliant summary on India Travis! Corruption is specifically not mentioned as a risk but, as compassion and spiritualit...

  • Thanks for the write up, makes me want to go out and buy some Fairfax, but already have a lot of Fairfax India. Really ...

  • Results - ty https://twitter.com/BigCheds/status/987865849489952768 Catalyst$TAW asx https://twitter.com/gassin12...

  • Thanks Travis for the IIPR comments - gives me some confidence in the small speculative purchase week and half ago $3k I...

  • I think our credit cards will go on this coin with all of our licenses, passport, Birth Certificate, drivers, marriage, ...

  • Ionic Industries April update: https://mailchi.mp/73d90ee35125/new-patent-breakthrough-and-directors-interests-1077789...

  • There are quite a few — INDA is the biggest broad Indian index ETF, and EPI is the earnings-weighted one Fromm wisdomt...

  • Thanks Travis for the insightful and detailed analysis. You gave me a new idea about india. Checking market daily requir...

  • Okta is the stock pitch The one they talk in India is a partnership with netki in california Estonia is something call...

  • Hi Travis/gumshoes, general question I’ve been meaning to ask following the portfolio updates. I’m from the UK and h...

  • It says: "The technology is already used in Estonia, India, and soon in China, etc." which is of course misleading. Indi...

  • I would trust a India gold exchange as much as the Rupee as a world currency....

  • Jean, It's BRAND NEW !! We don't even have it. China and India do. It will store everything you have driver's license...

  • They are saying in 4-8 weeks Ionic is going to have a JV with $CTEQF to market high tech public water purification in CH...

  • Solar is anything but free!! You have to buy the equipment all supplied from China so you've started by paying tax mone...

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