Practical approach to sustainable wealth
Its been almost 3 weeks since the 4 hr marathon talk by Warren Buffett at the annual Berkshire meeting. The entire investing world was anxious to find out what Buffett had to say, especially, since the start of the pandemic Buffett had not made any public statement. With a cash hoard of upwards of $130 […]
In the first part of this post, I will look into exogenous shock events of the past that seem to offer lessons on how we collectively are responding to the pandemic respiratory ailment that is Covid-19. The later half of the post will focus on the my implementation of the famous Baron Rotschild quote, “Buy […]
This blog is inspired by comment made by Tobias Carlisle, one of my favourite value investing podcast authors. In one of his recent podcasts on Value After Hours, that Tobias hosts with Bill Brewster of Sullimar Capital and Jake Taylor, the author of The Rebel Allocator, Tobais made an off-hand comment that in the last […]
The chart below says it all…. Since the start of new year upto today, TSLA stock has doubled where as PVAC stock has halved. I am long PVAC and for a short while in 2020, I was short TSLA. I could not be more wrong! These are testing times for a contrarian investors like myself […]
At the end of 2017, I put to pencil my investment philosophy. Essentially, I consider myself a contrarian value investor, who seeks to find investment opportunities in firms with strong fundamentals (strong gross margins, net positive returns on invested capital above cost of capital) that are shareholder friendly and have excellent operational efficiency, which for […]
“Sky is the limit” probably does not apply to markets nowadays! The relentless upward trend in equity prices seem to suggest that markets have forgotten that there even exists a sky! The following chart best describes the emotional state at various stages of market cycle and it seems to me we are treading some where […]
In my last article, I did a pre-mortem of my portfolio of investments. Below are the macro-highlights from my analysis. Discounting for where we are in the interest rate cycle, the stock market looks expensive. Taking into account interest rates and the inflation, markets seem fairly priced Unemployment is at historic lows and wage growth […]
For the last couple of years I have been publishing my year-end portfolio synopsis. As I document my findings, the hope is that there are some lessons that I can carry forward into the new year. This process is akin to what is known in the criminology world as post-mortem analysis. In recent years, a […]
Last weeks post was my final post for the year on net worth progress report for AVI family. In my final article for the year, I am going to take a deep dive into growth and returns for my investment-portfolio, both retirement and non-retirement. This article is a follow up on the Asset Distribution blog […]
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