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Factsheet | 4Q22
For capital market investors, 2022 was painful. The global stock and bond markets witnessed nearly $35 trillion vaporize during 2022 -...
Kunal Mashruwala
Jan 15, 20231 min read


Must you average down?
Most investors delude themselves into thinking they're Mr. Buffett. At Mash, our approach is clear -- in general, do not average down.
Kunal Mashruwala
Dec 14, 20227 min read


Factsheet | 3Q22
As anticipated, it's turning out to be a test of patience for global market participants. Amidst the volatility and carnage, we have a...
Kunal Mashruwala
Oct 16, 20221 min read


Factsheet | 2Q22
1H22 is over. And it's more of the same at Mash. The carnage continues and so does our wait (I have no interest whatsoever in trying to...
Kunal Mashruwala
Jul 14, 20221 min read


Factsheet | 1Q22
As Munger says, it's waiting that helps you as an investor and most just can't stand to wait. Well, we waited and got rewarded. Once...
Kunal Mashruwala
May 6, 20221 min read


Known. Unknown.
The beautiful astronomical clock in the photo is an unknown unknown (for me). Covid-19 and its variants. Unknown unknown. Unsustainable...
Kunal Mashruwala
Jan 29, 20224 min read


What's in a name?
During the late 15th century, William Shakespeare penned his famous play Romeo and Juliet. A phrase therein gained popularity over time:...
Kunal Mashruwala
Jan 14, 20223 min read


Factsheet | 2H21
Defense was the keyword during 2H21 and remains so for 1Q22. Please review What am I thinking? and What were you thinking? for a...
Kunal Mashruwala
Jan 14, 20221 min read


Actions speak louder than words, right?
Over the last month, executives with 10% or greater ownership of a company , sold roughly $27 billion in stock while buying a whopping $2...
Kunal Mashruwala
Jan 6, 20222 min read


What am I thinking?
The virtual marketplace is abuzz. Variety of folks. Young, old, men, women, local, tourists. Dressed in an assortment of colours and...
Kunal Mashruwala
Dec 5, 20215 min read
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