Oct 7, 2020Liked by Anand Sridharan

Wow...such a broad sweep of mental models.........

Ben Graham's suggestion of splitting the price of a stock into investment and speculative components is one of the bright sparks I see in this long, dark tunnel..........of course, the approach is not 100% scientific and has its own set of challenges.... but it does turn the scorecard from being fully broken to slightly less broken......

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Oct 6, 2020Liked by Anand Sridharan

Rightly said.The ability to average down when a stock is falling is a real test of one's conviction and independent analysis.

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