This is a series of case studies on mega-compounders. By studying these mega-compounders, I hope to learn and identify potential long-term high-quality compounders. I take a perspective of looking at their years of financial performance and accompanying financial metrics. There is a lot of information publicly available about Amazon, detailed quarter-to-quarter analysis and strategies discussion…More
Fallacies of “Once Bitten, Twice Shy”
Experiences can be a liability; use them appropriately. “Once bitten, twice shy” means that someone will not do something a second time because they had a bad experience the first time they did it. After reading “How to Decide: Simple Tools for Making Better Choices” by Annie Duke, I realize the phrase is incorrect in…More
The great investing myth (5): Concentration versus diversification
Great and experienced investors often go for concentrated portfolio. Is this good for retail investors? Not really. More
📚 Nothing But Net by Mark Mahaney 📚
A book about 10 lessons by legendary tech analyst, Mark Mahaney.
Tech companies have disrupted traditional companies and some have beaten other tech companies. It has some of the fastest growing companies but also a roller coaster too.
This is a great book with great stock-picking lessons and insights into investing tech companies by a top tech analyst with a good history of the winners and losers. More
The great investing myth (4): Dividends matter 💰
Many love dividend stocks for its consistent source of income. However, with disruptions, competition and liberalization, the ability to pay out good dividend and stay competitive become difficult. Let’s examine Berkshire Hathaway’s stand on dividends as well as what are we investing in. More
The great investing myth (3): Macro investing & predicting the future 🔮
Knowing the future is not necessarily the only way to invest. Some knowledge such as economics and geopolitics is good. It is one way to invest but not the only way. More
Embracing the finiteness of life and what remains ⌛
The Death Paradox: You must know your death in order to truly live your life.
Don’t wait and assume. We will never know when and how our health and mental capacity will deteriorate. More
Managing losses: A very important skill that investors and traders must have 📉😞
The ability to manage losses is important. Else, losses will be sucking out our hard-earned profits and worse, our capital; making our investing/trading very unproductive with a poor win-loss ratio.More
Multi-baggers with growth companies 📈💸
A keystone post on investing. Buy well, buy low, keep validating and hold long of growth companies has been my main strategy. It explains my approach and rationale for investing in growth companies. Companies that can grow consistently over a long period will see their share price appreciate substantially. It is possible and rewarding in the longer term.More
The great investing myth (2): Buy and hold 📉📈
It is not a strategy. Everyone defines them differently. We need to develop our own strategies which will give our own meanings to these.More