A Ready Reckoner for discipline in equity investing
Handy list that I refer and update regularly. Now open to everyone.
Learnings/ Inspirations
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
Why there is only one Warren Buffett?
Everything about him and his investing strategies is widely known… then why?