Berkshire Hathaway AGMs from 1994 to 2018
Anatomy of A Blowup
I read the following news about Jet Airways: JET AIRWAYS posts loss after 11 straight quarters of profits Loss higher than past 6 quarters of profit combined Fuel costs and higher other expenses dent numbers It reminded me of the following side explaining Nassim Nicolas Taleb's assertion of "Anatomy of A Blowup" Few days ago,... Continue Reading →
CNBC’s Warren Buffett Archive
Yesterday I posted a short blog post with link to 2018 Annual General Meeting of Berkshire Hathaway. I watched the Live telecast of the AGM till very late night (as per India Time). Some days back I posted a blog on Charlie Munger and shared some of his videos. Few days later I wrote another... Continue Reading →
Good Read: Making the Jump from Millionaire to Billionaire, and How Long That Takes
Here is an intereting Infographic: Making the Jump from Millionaire to Billionaire, and How Long That Takes Source: http://www.visualcapitalist.com/jump-millionaire-to-billionaire/ Some very good insights based on this...will write some other day.
Good Read: Why Financial Statements Don’t Work for Digital Companies
Here is a very good article written by Vijay Govindarajan, Shivaram Rajgopal and Anup Srivastava published on Harvard Business Review Blog. Why Financial Statements Don’t Work for Digital Companies Some of you may not be able to access the link, so I am reproducing the article here with due credits: On February 13, 2018, the New York... Continue Reading →
Pointers for Superior Stock Picking
Identifying the next big trend: Assessing the Management and Business dynamics linkage: Avoiding certain stocks: And finally... Metrics for Picking a winning stocks:
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,... Continue Reading →
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