Contrarian Edge- MasterClass with Super Investors
- Numbers Speak, Listening is an Art
- Few interesting learnings from Market Wizard Series [still WIP]
- My key learning from J P Morgan Chairman’s letter from 2005-16
- What Can Long Term Investors Learn from Private Equity/Venture Capitalist
- Investment Philosophy of John Maynard Keynes
- Interpreting Seth Klarman quotes using Howard Marks Memos
- How to Learn
- Failure Patterns of Companies
- Transcript of my talk delivered at Flame Alumni Meet
Author Archives: Anil Tulsiram
MasterClass with Super Investors
Note: Quote in Italics are from the book “MasterClasss with Super Investors”. To manage the blog post length I have slightly edited and combined the quotes of same investor appearing at various places in single para. If it results in … Continue reading
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Numbers Speak, Listening is an Art
During June 2018 I gave a presentation on the subject ”Numbers Speak, Listening is an Art” in Flame Alumni meet. I am sharing the same presentation, with slight modifications. To avoid any controversy I have removed the names of the … Continue reading
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Few interesting learnings from Market Wizard Series [still WIP]
Last year, few good investors highly recommended reading Market Wizard Series by Jack D. Schwager. I think every value investor should read it. I have complied my personal learning from this series. Its quite possible that you might interpret the same … Continue reading
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My key learning from J P Morgan Chairman’s letter from 2005-16
I know many of you would have already read Jamie Dimon letters to JP Morgan shareholders, if anyone has not .. Please do read all letters in full from 2005-10 and selectively from 2011-16… Few important takeaways for me are … Continue reading
What Can Long Term Investors Learn from Private Equity/Venture Capitalist
I am generally obsessed with learning from other participants in equity ecosystem like short sellers, traders etc. Some time back I did post on What LT investors can learn from short sellers. This time lets look at what can long … Continue reading
Investment Philosophy of John Maynard Keynes
Why read about Keynes Investment Philosophy? Under Keynes’s tenure as First Bursar of King’s College— a period that encompassed the 1929 market crash, the Great Depression, and World War II— the discretionary portfolio of the King’s College grew through Keynes’s … Continue reading
Interpreting Seth Klarman quotes using Howard Marks Memos
Couple of years back I tried to compile Howard Marks memos from 2001-2011 in a 75 page document. It was quite a learning experience for me to go through this document again. You can download this document from here. I … Continue reading
How to Learn
For long time I was planning to do a blog post, but somehow was finding it difficult to take out time. So finally decided to take a short cut. I am posting some compilation of thoughts from my EVERNOTE. Its not … Continue reading
Failure Patterns of Companies
Acknowledgement: This is mostly a compilation of material from various books and blog post. I have tried to quote source wherever I could recollect. I have a firm belief that any investor can easily outperform market over 5-10 years by a wide … Continue reading
Transcript of my talk delivered at Flame Alumni Meet
What Causes Long term Loss of Capital – High Valuations or Lack of Sustainable Profits Note: This is slightly edited version of my talk delivered at Flame Alumni meet which I have reproduced based on my memory. You can download … Continue reading
Posted in Investing
Tagged High valuation destroys wealth, Investment process, Permanent loss of capital
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