Education
Books
Finance
Investing
Trends
Stock Market
websites
Mistakes
Valuation
Mental Models
Idea Generation
Newsletters
Capital Allocation
Subscriptions
Fund Managers
Major new stocks
Special situation
Moats
High Improbable Events
Smallcap investing
Imp of checklist
Mega Shifts
2022 - Year End Mega-Thread.
List of Books. Subscriptions. Newsletters. Websites. Idea Generation. Fund Managers i follow, Major new stocks I bought in 2022. Mistakes I made in 2022...
List of Books. Subscriptions. Newsletters. Websites. Idea Generation. Fund Managers i follow, Major new stocks I bought in 2022. Mistakes I made in 2022...
Books i love to re-read irrespective of market cycles:
1) The Snowball.
(compounding)
2) You can be a stock market genius.
(Special situation)
3) The Little book that builds wealth.
(Moats)
4) Margin of Safety.
(Valuation)
5) Black Swan.
(High Improbable Events)
1) The Snowball.
(compounding)
2) You can be a stock market genius.
(Special situation)
3) The Little book that builds wealth.
(Moats)
4) Margin of Safety.
(Valuation)
5) Black Swan.
(High Improbable Events)
6) Zebra in the lion country.
(Smallcap investing)
7) The investment checklist.
(Imp of checklist)
8) Value Migration.
(Mega Shifts in business landscape)
9) The Outsiders.
(Capital Allocation)
10) Megatrends.
(Trends of new world)
11) Poor Charlie's Almanack.
(Mental Models)
(Smallcap investing)
7) The investment checklist.
(Imp of checklist)
8) Value Migration.
(Mega Shifts in business landscape)
9) The Outsiders.
(Capital Allocation)
10) Megatrends.
(Trends of new world)
11) Poor Charlie's Almanack.
(Mental Models)
12) 100 Baggers
(Studies on 100 baggers)
13) 100 to 1
(Long term multibaggers)
14) The Zurich Axioms
(Rules of risk & rewards)
15) One up on wallstreet.
(Best for beginners)
(Studies on 100 baggers)
13) 100 to 1
(Long term multibaggers)
14) The Zurich Axioms
(Rules of risk & rewards)
15) One up on wallstreet.
(Best for beginners)
Books on Indian Investing:
1) Masterclass with Super Investors.
2) Bulls Bears & other Beasts.
3) India's Money Monarchs.
4) Parag Parikh's Books.
5) Saurabh Mukerjea's Books.
1) Masterclass with Super Investors.
2) Bulls Bears & other Beasts.
3) India's Money Monarchs.
4) Parag Parikh's Books.
5) Saurabh Mukerjea's Books.
Reading Material from Global Investors:
1) BRK Annual Meetings Transcripts & Letters to shareholders.
2) Prem Watsa's Newsletters.
3) Howard Marks Memos.
4) LiLu Himalaya Capital.
5) Jeff Bezos Amazon.
6) Nomad Investment. (Nick Sleep).
7) Terry Smith's Newsletters.
1) BRK Annual Meetings Transcripts & Letters to shareholders.
2) Prem Watsa's Newsletters.
3) Howard Marks Memos.
4) LiLu Himalaya Capital.
5) Jeff Bezos Amazon.
6) Nomad Investment. (Nick Sleep).
7) Terry Smith's Newsletters.
Reading Material on Indian Investing:
1) Dr. Vijay Malik's Articles.
2) Safal Niveshak's Articles.
3) Motilal Oswal's Wealth Creation Studies.
4) Sanjay Bakshi's Articles & Videos.
5) Samit Vartak's Articles.
6) Amit Mantri's Articles.
7) Neil Bahal's Newsletters.
1) Dr. Vijay Malik's Articles.
2) Safal Niveshak's Articles.
3) Motilal Oswal's Wealth Creation Studies.
4) Sanjay Bakshi's Articles & Videos.
5) Samit Vartak's Articles.
6) Amit Mantri's Articles.
7) Neil Bahal's Newsletters.
Additional Reading Newsletters:
1) The Motley Fool.
2) Farnam Street Newsletters.
3) MoneyLife Articles.
4) Marcellus Investment Newsletters.
5) Porinju Veliyath's Newsletters.
6) Seeking Alpha.
7) The Ken.
1) The Motley Fool.
2) Farnam Street Newsletters.
3) MoneyLife Articles.
4) Marcellus Investment Newsletters.
5) Porinju Veliyath's Newsletters.
6) Seeking Alpha.
7) The Ken.
Important Reading Material:
1) Spark Capital.
2) B&K Securities.
3) Ambit.
4) BuffettFaq.
5) Ramesh Damani Chats. Transcripts on Rediff.
1) Spark Capital.
2) B&K Securities.
3) Ambit.
4) BuffettFaq.
5) Ramesh Damani Chats. Transcripts on Rediff.
Viewing Library:
1) Mohnish Pabrai
2) The Knowledge Project
3) PPFAS
4) CFA Society
5) Alpha Moguls
6) Talks at Google
7) WealthTrack
8) The Investor's Podcast
9) Wizards of Dalal Street
10) Coffee Can Investing
11) PMS/AIF
12) One percent show
13) SOIC
Other interview channels.
1) Mohnish Pabrai
2) The Knowledge Project
3) PPFAS
4) CFA Society
5) Alpha Moguls
6) Talks at Google
7) WealthTrack
8) The Investor's Podcast
9) Wizards of Dalal Street
10) Coffee Can Investing
11) PMS/AIF
12) One percent show
13) SOIC
Other interview channels.
Fund Managers whom I track closely:
1) Malabar Investments - Sumeet Nagar.
2) Nalanda Capital - Pulak Prasad.
3) Equity Intelligence - Porinju Veliyath.
4) Sageone - Samit Vartak.
5) Unifi Capital - GMaran.
1) Malabar Investments - Sumeet Nagar.
2) Nalanda Capital - Pulak Prasad.
3) Equity Intelligence - Porinju Veliyath.
4) Sageone - Samit Vartak.
5) Unifi Capital - GMaran.
Advisors:
1) Niveshaay Investment Advisors - Arvind Kothari.
(scuttlebutt)
2) Concept Investwell Securities - Siddharth Mandalaywala.
(compounders and megatrends)
1) Niveshaay Investment Advisors - Arvind Kothari.
(scuttlebutt)
2) Concept Investwell Securities - Siddharth Mandalaywala.
(compounders and megatrends)
Idea Generation:
1) Megatrends (Insurance)
2) Demergers/spinoffs
3) Management Change
(Apollo Tricoat)
4) Restructuring
5) Compounders at beaten valuations (ITC)
6) Hidden Gems (Shivalik Bimetal)
7) Intelligent Fanatics (Sudhir Jatia)
We dont want value. We want value+triggers.
1) Megatrends (Insurance)
2) Demergers/spinoffs
3) Management Change
(Apollo Tricoat)
4) Restructuring
5) Compounders at beaten valuations (ITC)
6) Hidden Gems (Shivalik Bimetal)
7) Intelligent Fanatics (Sudhir Jatia)
We dont want value. We want value+triggers.
Subscriptions:
1) Screener.
2) VCcircle.
3) Value Research's Magazines.
4) Safal Niveshak's Investing course.
5) Moneycontrol.
6) M&A Critique.
7) Equitymaster.
8) Capitaliq.
9) Smart Sync Services.
10) Niveshaay
11) Learnapp
1) Screener.
2) VCcircle.
3) Value Research's Magazines.
4) Safal Niveshak's Investing course.
5) Moneycontrol.
6) M&A Critique.
7) Equitymaster.
8) Capitaliq.
9) Smart Sync Services.
10) Niveshaay
11) Learnapp
Stocks i added heavily in 2022:
1) Escorts
2) Xpro
3) Syrma Sgs
4) Shivalik Bimetal
5) Borosil
6) SG Finserve
7) Navitas Alpha
8) Racl Geartech
1) Escorts
2) Xpro
3) Syrma Sgs
4) Shivalik Bimetal
5) Borosil
6) SG Finserve
7) Navitas Alpha
8) Racl Geartech
Investing errors:
Kingfa - Good business but skeptical about chinese parentage.
Kingfa - Good business but skeptical about chinese parentage.
Biggest learning of 2022:
There are two ways to make money either you Read or you Meet.
Padho ya Milo.
There are two ways to make money either you Read or you Meet.
Padho ya Milo.
Disclosure: Stock names mentioned here are no recommendation but for information purpose only.
A new year is filled with new possibilities, so dream big & believe in yourself this year. From resolutions to bucket lists, from portfolio to watchlist, from health to wealth I wish you compound in everything. May all the new adventure be yours this year.
Happy New Year!
Happy New Year!
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