Tag Archives: investment diary
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 […]
I am a little surprised by this decision. Biopharma was a crown jewel. The division had high margins. So, why sell it? I respect Larry Culp and am a big fan. He’s stewardship at Danaher was above par. Danaher is a good home for the business, but from my point of view, this is a […]
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 […]
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 […]
After the recent announcement of less than expected iPhone sales and missing the quarterly target by a cool $9 billion, the market sell-off brought the stock in the $143 mark. I am new to investing in having started my journey on Oct 17. I have been a net buyer of stock overall. I can not afford or […]
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.