Category Archives: Investing
Crowds make me uncomfortable. I have never been a person who needs others approval to feel comfortable. If people turn right, by default I go left. I am unaware, whether it is because I do not trust people or I prefer to have the independence of thought. I like to believe that it is the […]
Morgan Housel is soon becoming one of my favourite writers and thinkers. A thought-provoking quote from his Ironies of luck article If risk is what happens when you make good decisions but end up with a bad outcome, luck is what happens when you make bad or mediocre decisions but end up with a great […]
You have to live it to believe it – Morgan Housel ▶ Seeing the world around you was not enough to understand how it works. You had to actually experience that world to learn how to operate in it. ▶ One of the most important topics in business and investing is whether all of us […]
Howard Marks letter every quarter is something that I eagerly look forward to. Q1 2019 letter can be found by clicking here. My favourite excerpts are below On the ability of the populism to stir people; Sound bites like these find receptive audeinces amonth people who are unhappy with their lot, whereas detecting the error […]
Vishal Khandelwal is one of my favourite thinkers out there. A sensible guy who is a devout investor.
Apple announced a lot of services at a special event held on the 25th of March. News stand A service which offers curated content and 300 magazines at 9.99 dollars per month – makes sense. Even if you read 2 or 3 magazines, the monthly subscription should cover the cost. You will never be able […]
We have a lift out of our moonshots — first investment in an insurance start-up. The thesis is simple. The insurance industry is opaque. You feed your details, and you get a price to insure your stuff. Wrisk wants to bring transparency where you know why your insurance premium is what it is. It is […]
Made a wrong judgement call. Showed a lack of patience and sold the position early. Buy – $2.60 | Sell – $2.90. Now anchoring bias will only make further bets difficult. Hindsight bias at play while I write this post. I am annoyed with self. Advice to self – keep calm and carry on.
This book was an impulse purchase based on Amazon’s recommendation. Amazon’s algorithms know what I am more likely to buy based on my purchase history. And needless to say, the algorithm was spot on. The book does not disappoint. Most of the books are focused on the American companies whereas this one is focused solely […]
As someone who likes to call himself a ‘value investor’ reading a book on top traders would be blasphemous. None the less, as an avid reader, I had a go. And boy the book is full of inspiration. The author does a wonderful job of interviewing people who are at the top of their game. […]