I listened to an excellent YouTube by Christian Ryther from Curreen Capital on investment journaling. Here are my notes. Journaling is underutilized and can make you a better investor. Journaling can help reduce mistakes and helps you make decisions under uncertainty. When you are considering buying a stock, you should write an entry that states… Continue reading Investment Journaling
Investment musings #1
In a world where everybody, or at least most people, seem very sure of their investment opinions, I find that coming to some level of certainty is hard and often times it happens only slowly over time. Perhaps, as Daniel Kahneman astutely observed, people prefer answering a different and simpler question regarding an investment than… Continue reading Investment musings #1
@DennisHong17 Gets the Process of Investing
Dennis Hong has emerged as one of the most talented young investors on Twitter and he has a lot to teach us. If you have not listened and re-listened to Dennis Hong’s interview on Good Investing, you are missing a lot of gold investing nuggets. It’s not surprising that Dennis worked at Altimeter, because the… Continue reading @DennisHong17 Gets the Process of Investing
Ram Parameswaran’s “No-Brainer” stock list.
On the latest Panic With Friends podcast, Ram Parameswaran @_ram_ of Octahedron Capital gave his “No-Brainer” stock list. $ZM $SHOP $SQ $PYPL $PTON $CVNA $TWLO $U $AMZN $GOOGL Also mentioned: $NKE Solid list. Great research list if you don’t own these already.
A Checklist of Buffett’s Investing Process
This simple checklist was produced by inverting Warren Buffett’s classic article on GEICO. What mental or written checklist can we imagine Buffett used to think about GEICO and write the article? Relative performance of industry (Is Mr. Market presenting an opportunity?) Recent performance of industry Nature of the industry Advantages Disadvantages History (brief) of the company… Continue reading A Checklist of Buffett’s Investing Process
Essentialism: The Disciplined Pursuit of Less
I spend a lot of time thinking about how to be a better investor. Our central problem is how to optimize the use of our time and energy to narrow down the investable universe to a small number of ideas that have the potential to generate alpha and make the whole endeavor worth our while.… Continue reading Essentialism: The Disciplined Pursuit of Less
I’m back!
I have decided to start blogging again. I look forward to sharing ideas and great content. Please check back soon!