Investing Concepts / Wisdom (2022)

Follow Your System


Munger’s Words


11 Observations


“Shall You Apply to LIC IPO?”


What is Down Proofing?


“Learnings from One Percent” Show with Rajeev Thakkar


“Three new age concepts” to not miss as an investor


“Thomas Sowell says this”


Parag Parikh’s “law of the farm”


5 important constructs from the budget


“Special Situations”-Learning from MissioN SMILE webinar


Webinar with Meet Shah


Investing Concepts / Wisdom (2021)

“Which investing demons are you killing this Dussehra?”


Stages in the life of multi-baggers that last for decades


Prestige-Big bull starting an airline


Paytm-Initial story of Vijay Shekar Sharma


Mistakes in Bear and Bull market


Ben Graham’s childhood and Knickerbocker Crisis


Looking at the stock market in a light-hearted way(in Hindi)


Narayan Murthy’s letter to shareholders in yr 2000


Internet is underrated, how an idea of paul graham helped Smartsync


Booklet of payment and settlement systems in India by RBI


Investing Concepts / Wisdom (2020)

A lighthearted way to look at the stock market (Hindi rhymes)


Christmas thread, story on consumption and demand


3 Famous capital allocators in the world of business


Discussion with old friend Kartik on “Survive to Thrive”


Dussehra poem by Shri Ramdhari Singh Dinkar


The growth story and journey of China


“Do More. Think Less”


Howard Schulz on Ratan Tata and India


Tribute thread to WB on Teacher’s day


New traders who have entered the market


How to think about valuation


“One wise investment is better than ten foolish investments”


Survive to Thrive-Part 2


Long term investor and practitioner’s perspective on the market


What Debt Means to Businesses and Investors