Business
Central Securities Corp.: If You Like To Blue Chips Below NAV, Year After Year (NYSE:CET)
I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes – so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equity markets, with a particular focus on technology, energy, and healthcare. I started as a growth investor, taking risks as I saw fit; but today, my investment approach blends elements of both value and growth. I seek to understand the underlying economics of a business, evaluate the durability of its competitive advantage (or “moat”), and assess its ability to generate consistent free cash flow over time. I believe, as Munger puts it, in “sitting on your ass” when holding a high-quality business—allowing time and compounding to do the heavy lifting. My orientation is moderately conservative; I look for upside while minimizing downside. Well, who doesn’t, but as I look towards retirement, I have started emphasizing the latter over the former. As a result, in recent years, I’ve gradually rebalanced toward income-generating assets—dividend-paying equities, REITs, and similar vehicles. I view investing not merely as a pursuit of high returns but something that will also generate peace of mind. I joined Seeking Alpha to both contribute to and learn from a community of thoughtful investors—people who, like me, are interested in the intersection of real-world business fundamentals and intelligent investing. PS – The icon I have used represents something fundamentally important to me – that is, to earn money through investing in ecologically sensitive businesses.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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Business
What $100/bbl oil could mean for China

What $100/bbl oil could mean for China
Business
Russia hits Ukraine with drones, missiles, killing at least 10 in Kharkiv

Russia hits Ukraine with drones, missiles, killing at least 10 in Kharkiv
Business
Over 30 hurt in Peru after nightclub explosion causes chaos

Over 30 hurt in Peru after nightclub explosion causes chaos
Business
Exclusive-US pressing Sri Lanka not to repatriate Iranian crew and survivors from sunken ship, memo says

Exclusive-US pressing Sri Lanka not to repatriate Iranian crew and survivors from sunken ship, memo says
Business
Cracks emerge in Iran’s leadership as it reels under bombardment

Cracks emerge in Iran’s leadership as it reels under bombardment
Business
As Iran’s retaliation began, US officials scrambled to arrange evacuations

As Iran’s retaliation began, US officials scrambled to arrange evacuations
Business
Venezuela’s Rodriguez commits to dialogue in message to Trump

Venezuela’s Rodriguez commits to dialogue in message to Trump
Business
In Asia, India secured best trade deal with US: Piyush Goyal
Stressing that the $30 trillion US economy is the world’s largest and one that can’t be ignored, Goyal said, “It has been a fantastic journey.”
“We have the best of relations. You would have observed that through the last year, President Donald Trump has always had the best of things to say about India as a country, and about Prime Minister (Narendra) Modi. We have fantastic relations with our counterparts there,” he said.
Addressing the Raisina Dialogue 2026, Goyal also said that “ultimately, a trade deal is about preference over your competition”.
“Even within your family, sometimes you can have one or two misunderstandings,” he said. “It’s a part of the course. I think it’s a very, very powerful relationship that the US and India share. And we got the best deal amongst all the nations with whom we compete,” said Goyal when asked about India’s trade ties with the US.
He added that both countries are strategic partners and the largest democracies in the world.
“We have a large responsibility cast on both our nations,” said Goyal. “They are the world’s largest economy, $30 trillion economy, nobody can wish them away,” he said, adding that ultimately a trade deal is about preference over competitors. Insisting that India got the “best deal amongst all of the competitors” in the Asian region, Goyal said, “What’s a trade deal? You are trying to get a preference or a preferential access for yourself, your goods, your services, compared to your competitor.
Business
Iran war threatens prolonged hit to global energy markets

Iran war threatens prolonged hit to global energy markets
Business
US, Japan eye $13 billion Japan Display plant as part of investment package, Nikkei Asia reports

US, Japan eye $13 billion Japan Display plant as part of investment package, Nikkei Asia reports
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