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Wednesday, 22 March 2017

Stock Update: Century Ply

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Q3 FY17 investor presentation and concall summary - • Hoshiarpur plant for MDF is to start in Mar 2017 • Sainik sold 11,819 CBM (cubic ...
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Saturday, 18 March 2017

Learnings from Buffett's 2017 Annual Letter

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This year Buffett dealt with a few important points. I found his lengthy discourse on the superiority of index funds intriguing - but not r...
Saturday, 4 March 2017

My takeaways from Howard Marks' presentation

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My notes from Howard Marks' presentation on 2-Mar-17: • Definition of "great" companies is dubious. Very difficult to ident...
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Monday, 27 February 2017

Building the Right Investment Temperament - Excerpts from Howard Marks - Part 6

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Finding bargains • Investment is the discipline of relative selection • Our goal isn't to find good assets, but good buys. Thus, it&...
Sunday, 26 February 2017

Building the Right Investment Temperament - Excerpts from Howard Marks - Part 5

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Being attentive to cycles • Just about everything is cyclical. Cycles always prevail eventually. Nothing goes in one direction forever. A...
Saturday, 18 February 2017

Guru Speak - Charlie Munger speaks at the Daily Journal annual meeting

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Always instructive to hear Charlie Munger.
Tuesday, 31 January 2017

Building the Right Investment Temperament - Excerpts from Howard Marks - Part 4

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Howard Marks has written extensively on risk and its management. The riskiest things: the most dangerous investment conditions generally ...
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