Capital Cycle Investing: Figuring out the Fade Rate

Posted Leave a commentPosted in Learnings from the Giants

Reading about how other successful investors have, over the years, threaded their path ends up uncovering some fresh insights. And even if many a times these insights are not as ‘ground breaking’ as others, these offer interesting perspectives to look at existing realities. They helps us by way of broadening our worldly understanding of the […]

When the tide goes out

Posted Leave a commentPosted in General Thoughts

Good performance of my investee companies over last couple of months had for once made me feel like investing equivalent of ‘Bahubali’. It was only after my colleague revealed that his ‘1-share’ portfolio of 90 companies – brought for the purpose of attending AGMs – has done equally handsomely! So much for hours of struggle […]

Investing is not just about deep moats

Posted Leave a commentPosted in General Thoughts, Learnings from the Giants

Buffett has taught us a lot about the importance of having a business with a strong competitive advantage around it. He called them businesses with a ‘moat’. Due to Berkshire’s increasing size ($400Bn+ market cap currently) things have become complicated, overtime. Anyone who has read his annual letters written over last 3-5 decades will see […]