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
Category Archives: Investing
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
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
5 Comments
Turning Back Pages of My Investment Journal – Engineers India
Disclaimer: This is NOT a recommendation to Buy / Sell or Hold Note: I had written the below extract in April 2013. Things must have changed now. ” since exceptional judgment is crucial to virtually all investment strategies, a critical element of … Continue reading
Lakshmi Machine Works – Process Vs Outcome
“The thing I like to say here is the idea of process versus outcome. The world looks at outcomes but really should look at the underlying processes that produce those outcomes. I believe one should focus on INCREASE IN INTRINSIC VALUE rather than increase/decrease in share price to judge whether the process was right or wrong. Continue reading
Good Business Vs Bad Business for Investors? No its Just NOT dependent on HIGH ROE.
Acknowledgement: In no way I would like to take any claim for the below finding. The below finding stuck me while re-reading all the interviews of Mr. Bharat Shah. The concept of Good Business and Bad Business is inspired from the post … Continue reading
What causes Wealth Destruction over Long term? Lack of Growth and ROE below 15% or High Valuations?
Note: This is still a work-in-progress and am no way suggesting below finding are conclusive. Any how presenting my findings, with a view to receive some feedback. Acknowledgement: In no way I would like to take any claim for the … Continue reading
Posted in Investing
5 Comments
How can we have a 100 bagger in US Home Builders which went through once in a life time housing crash?
Disclaimer: This is not a recommendation to Buy/Sell/Hold. While reading 100 Baggers: Stocks That Return 100-to-1 and How To Find Them I came across a US home builder by name NVR inc. I was surprised to note that it has returned 232x … Continue reading
Some Common Mistakes by Investors
Over the last one year I attended 3-4 fantastic value investing conferences. Many of the investors had spoken their heart out and many were not comfortable sharing their presentation publicly. Hence I have omitted the company and speaker names. But this … Continue reading
My presentation at Flame Alumni meet
Disclaimer: This is not a recommendation to Buy/Sell/Hold. Recently I was lucky to get an invitation to make a presentation at Flame Alumni meet. Unfortunately I goofed up a bit. I was told to make presentation on my Mindmap process but … Continue reading
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