All posts by Amit

Can more information lead to worst investment decisions?

Does more information lead to better decisions? I believe the amount of information follows the law of marginal utility, after a certain threshold, the incremental information does not give you an edge. The perception of the receiver, however, changes; they feel because they have more information they will make better decisions, thus become overconfident. The article below […]

When VIX is high, it’s time to buy. When VIX is low, it’s time to go. Steven M. Sears in Barron’s, Jan 2019   I so agree with this. If you are buying businesses, then buying at the time of when the stock goes down makes sense. There is nothing more satisfying to an investor […]

The choice – to adapt or be left out.

Science has away of moving forward continually, without waiting to see if society is catching up. Cynthia Robbins-Roth, From Alchemy to IPO   Collective knowledge will always move forward. At times it stumbles, but it get-ups and continues the forward momentum. At an individual level, people fail to recognise this. They allow their biases to reign […]

Quote – Persistence – Calvin Coolidge

Nothing in the world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent. The slogan Press On! has solved and always […]