Markets Discount the Future. We Discount the Past.
The uncomfortable truth about how we actually invest
Learnings/ Inspirations
A Ready Reckoner for discipline in equity investing
Handy list that I refer and update regularly. Now open to everyone.
What can be the most important MOAT in any business?
Brand/ Scale/ Distribution/ Resources/ Customer Service/ Product Quality… or is it something else?… something more permanent !
Common Sense Equity Investing: Don’t overlook the obvious
It’s your most reliable stock picking guide, the best valuation tool and also the simplest risk mitigation strategy. All in one. Nothing else comes close.
5 Important Self Realisations; to Improve in Stock Markets
Intelligence alone can never guarantee success in stock investing. What instead really matters is self awareness, acceptance and control.
Every Stock has a Unique Character.. and it really matters !
Valuations, growth rates, cash flows, business opportunity, management… nothing may really work, if we don’t know the character
Discipline in investing – a known unknown concept
All of us understand it’s importance and relevance but still not able to practice it… at least not consistently… why?
PAST or FUTURE – What really matters while choosing a stock?
A question that has always confused me… and I guess to you too !
Bull and Bear market – same business, different narratives
Function of underlying sentiments. Analysts, investors, management… everyone plays to the tune and push stock prices into excessive territories