Brilliant piece !! - Two lines stood out for me - a) The idea is to stick to strong boats and not predict storms b) It's hard to be long equity without being long humanity
Ha ha. Yes. I think any fundamental driven business valuation with good amount of margin of safety necessitates a repeated reminder to self to not deviate from a investment rationale. You see the mind is very fickle and it has to be constantly reigned in. Am I being fair Anand? - Nilanjan
As always a great read.
Each generation leads a better life than the preceding one, despite each generation cribbing more than the preceding one.
Brilliant piece !! - Two lines stood out for me - a) The idea is to stick to strong boats and not predict storms b) It's hard to be long equity without being long humanity
This piece resonates deeply. Thank you.
Article is good but too long and repetitive
Ha ha. Yes. I think any fundamental driven business valuation with good amount of margin of safety necessitates a repeated reminder to self to not deviate from a investment rationale. You see the mind is very fickle and it has to be constantly reigned in. Am I being fair Anand? - Nilanjan
Nicely articulated.
"Deep down, be an optimist... Much as we seem capable of self-annihilation all the time, we don’t seem to have achieved it even once."
This alone would make it worth reading your essay. Thank you!
Hello sir, how can I connect with you? Have a few questions regarding portfolio management.
It means a lot for long term investors who have patience to ride several cycles.
It means a lot for long term investors who have patience to ride several cycles.
always learning from your essays.. its service to other little stupid people to make them lesser stupid, please continue...