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
The great investing myth (1): Buy low, sell high 📈
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
We are all different so will be our investments. 🧑👩👱👩🦰👨👩🦱🧔👩🦳👨🦰👱♀️👴👵
Having our own strategy is important. Everyone is different in terms of their interests in investing, risk preference, financial situation, life goals etc. It is good to understand and use their opinions as references than to follow in blind faith.More
Using technical analysis to time the market bottom 📉🎣📈
Yes, it is not possible to time the bottom reliably. Unexpected events bring the market further down. What we are aiming for is not to get to the bottom but near the bottom and with better average cost prices than the other alternatives.More