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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
Goodreads
Category Archives: Book summary
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
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
What Long Term Investors Can and SHOULD LEARN From Short Sellers
Note: Unless otherwise stated, entire text in this blog post is from two books 1) Art of Value Investing 2) Art of Short Selling . David Einhorn quotes are from his book Fooling Some of The People All the Time. My comments are in … Continue reading
Ralph Wanger Part II: Have your own investment Philosophy, Value vs growth investors
You can read part I of this post here. Note: Unless otherwise stated, the words in italics are extracts from the book “A Zebra in Lion Country” IMPORTANCE OF HAVING YOUR OWN INVESTMENT PHILOSOPHY “An investment philosophy is important not in … Continue reading
Return Per Unit of Time Invested
In some ways the title of this post could be misleading. The other way to say the same thing would be to ‘Time is precious, decide WHAT NOT TO DO’ Time allocation is as important as capital allocation Free capital is … Continue reading
How to get Lucky
My near and dear ones might be surprised to find a post by me on HOW to GET LUCKY. Being an atheist, for long I have the denied role of luck or gave it much less importance than I should have. … Continue reading
The Battle for Investment Survival
Let me start with the summary of general negative feedback for “The Battle for Investment Survival” by Gerald M. Loeb on Amazon. This book is not very well organised [True. Author has basically compiled various articles he has done over a … Continue reading
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