Threads
Here is a quick capsule of worldly wisdom (Letter to shareholders, 2022) on what Warren learnt from Charlie Munger. Warren writes, Nothing beats having a great partner: Charlie...
The Classroom: “Inner Secrets” of the Next Warren Buffett I know – Ver. 2.0 in a Q&A Format The story behind the evolution of “CFCN Index” After reading “The Next Warren Buffett...
1/ Your question is simple. But if I have to do any justice answering that question, I will then have to recount my full story. And I am at the beginning of doing an experiment....
"Our life is frittered by detail...simplify, simplify" said Henry David Thoreau. Indexing is a simple strategy. The process takes out ego and emotions; two deadly investor enemy ou...
Was re-reading @williamgreen72 's Richer, WIser, Happier. William writes "When I think about everything I've learned from Joel Greenblatt, I am struck above all by four simple in...
How would you know if you are overpaying or paying up for a quality business? A learning enthusiast and a curious student of investing asked this question in a direct message. I t...
Here are two mindsets.Your success depends on how you think about investing. An Investor's mindset: ▪︎PE Multiple ▪︎EPS ▪︎Stock picks ▪︎Multibaggers ▪︎Relative valuation ▪︎High b...
Many ask: 1. What is a simple business? 2. How should one "think about the economic characteristics of a business" 3. What to look for in a business that's easy to understand 4....
Let me share a real-life story. The “Next” Warren Buffett I know. A thread. 🧵 1/ This story may sound like “Tuesdays with Morrie.” Because whenever I would meet this guy I wo...