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ekoshapu

Notes to Myself

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Investing

Pointers for Superior Stock Picking

Identifying the next big trend:

identifying_the_next_big_trend

Assessing the Management and Business dynamics linkage:

both_the_management_and_business_dynamics

Avoiding certain stocks:

avoiding_certain_stocks

And finally…

Metrics for Picking a winning stocks:

picking_a_winning_stock

 

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75 Hidden Gems…stock picks from Indian small cap

I contributed a write-up to this magazine.

Just got my copy…

Now reading all stock thesis in detail over the weekend. Look forward to lots of in-depth reading and analysis over the week end.

Good read: “Seat Belts, Condoms and the Indian Equity Investor” by The Eighty Twenty Investor

Here is an interesting blog post from The Eighty Twenty Investor titled: Seat Belts, Condoms and the Indian Equity Investor

Link: https://eightytwentyinvestor.com/2018/01/26/seat-belts-condoms-and-the-indian-equity-investor/

Last year I attended a workshop on “Value Investing and Behavioural Finance” in which Peltzman effect and many such biases/effects were discussed. Behavioural finance is a funny domain. It is very very difficult, if not impossible, to change human behaviour.

My friend said to me during the workshop: “I doubt if I would be able to correct my behaviour after knowing all such behavioural pitfalls and biases.”

I said: “True, we will commit same mistakes and carry same biases. But now at least we will have a name for it!”

But it is good to expand our “Johari Window” and reduce unknown unknowns and convert them, if possible, to known unknowns. Even if we know what we don’t know, and/or what we cannot change/control, that is good enough.

To quote Socrates: “I know one thing, that I know nothing.”

quote-i-know-one-thing-that-i-know-nothing-socrates-86-90-42

 

 

 

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