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Investing and stocks
Notes, watchlists, and ownership decisions written in public.
March 11, 2026
Who Says Markets Aren't Irrational
Challenging the notion that markets are always rational. Just Dial, trades at below cash value when in fact it a growing, healthy company which is not decreasing but increasing its cash pile.
- Price at writing
- ₹535
- Current price
- ₹572.00
- Status
- Owned
August 31, 2022
My Tryst with Contrarian Investing
Price follows market narratives. The narrative on RBL Bank is that it has lots of underwriting cockroaches that are yet to come out. I don't think the same.
- Price at writing
- ₹124
- Current price
- ₹316.05
- Status
- Owned