Survive to Thrive

Ankit Kanodia

Famous investment columnist and author, Morgan Housel makes a striking point in one of his writings:

The single most important variable for how you’ll do as an investor is how long you can stay invested. I’m always astounded when I think about compound interest and the power that it has for investing. Time is massively powerful.

If I had to simplify it in one sentence, I would say:

“If you can survive for a long time, compound interest will take care of you.”

Or to put it more briefly: “Survive to Thrive”

Read More

Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

Karan Patel

This is the first post in our quarterly update series for Q1 FY20.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in future. The purpose of this post is to bring clarity in our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

Read More

Quarterly Newsletter to Clients

Ankit Kanodia

Please find attached our latest SSIAS Quarterly Newsletter to clients.

In our quarterly newsletter to clients, we not only present our performance but also internalize as to what has worked and what has not. Hence, the whole process of writing actually helps us in improving our investment thesis.

Recently, we sent out our latest letter to clients and we believe that our blog readers will find that letter useful. You can download the letter by clicking here.

If you’d like to read our past letters, you can click here.

Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

Karan Patel

This is the fifth  and the last post in our quarterly update series for Q4 FY19.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in future. The purpose of this post is to bring clarity in our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

Read More