Aswath Damodaran on Personal Portfolio

Here is the latest video of Aswath Damodaran on Personal Portfolio. My friend sent this as a proof of his point of view that one must always diversify and be cautious. I, on the other hand, am a risk taker and have quite a concentrated portfolio. While I understand Prof. Damodaran's approach, I feel that... Continue Reading →

Warren Buffet and Elephant Gun

In his letter to Berkshire Hathaway shareholders in 2011, Warren Buffett wrote about the need for major acquisitions to maintain growth in the company's non-insurance businesses. "We're prepared. Our elephant gun has been reloaded, and my trigger finger is itchy." Buffett said "Berkshire is contributing "something between" $12 and $13 billion of the deal", so... Continue Reading →

The Best of Charlie Munger

I am still not over the fact that my role model Charlie Munger passed away at 99. And the same is true for his cult - which is pretty huge, spread across the world! So I have been watching for last few days multiple videos of and about Charlie and articles written by him or... Continue Reading →

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