Practical approach to sustainable wealth
At the time of this writing, it is already known around the world that — Charlie Munger, long-time Buffett partner and legendary investor is dead! I wanted to commemorate today as a significant and bittersweet moment in the life of an investor like myself, whose journey has been profoundly enriched by the teachings and wisdom […]
Berkshire letter landed today! As has been my tradition for the last several years, I pour over the letter and try to highlight my key takeaways! On Performance: Berkshire handily beat S&P 500 in 2022, producing annualized 4 % returns to negative 18.1 returns for S&P for the same year. On Disposition of Berkshire shareholders: […]
It has been nearly four months since I left my previous salaried job and gained complete ownership of my time. This break from full-time employment is the first time in over 20 years that I’ve taken a step back, and I have found it to be quite refreshing. Before analyzing the pros and cons of […]
Today’s post is going to be about personal finance and offers an update on the AVI family’s journey toward financial independence (FI). Back in March of 2021, the AVI family reached financial independence and officially declared themselves “Flamingo FI”. At that time, their net worth had surpassed their FI number. In that article, I also […]
Today I am going to attempt a deep dive into one of my important holdings– Brookfield Corporation (ticker:BN). One of my core investment principles is to obtain part-ownership in businesses that are simple to understand. Brookfield Corporation from the outset is anything but simple to understand. Yet I own it. In this article, I will […]
As has been the tradition for me on this blog, after penning an article on AVI family net worth report for the year, I compile a report on how AVI family portfolio of investments performed for the year. Unlike most years, when on average, I expect the portfolio to produce positive returns (>0) for the […]
It’s that time of the year when I take a closer look into how the year has panned out financially for the AVI family. Let’s begin with a comparison of net worth metrics vis-a-vis where we stood on Jan 1st, 2022 Net worth dropped 7 points or about 5 %! What a turnaround when compared […]
chatGPT, a conversational chatbot, released by openAI last month has taken the world by storm! Just have a look at the following chart on the adoption of chatGPT by the world at large. chatGPT generates written detailed text based on written prompts. The quality of the text is as good as any and with very […]
The chart below summarizes the investment strategy, contrarian value in quality businesses, that I have been working on for the last five years in my roll-over IRA portfolio. The strategy, as it has evolved over the years, has produced annualized returns of ~18 %, handily beating the S&P 500 index, which over the same period […]
In the last 3 posts, I presented some details on my investment process for downselecting equities for analysis and potential consideration for making an investment. Stock down selection process for me is rather qualitative. However, to analyze the fair value of a given stock at any given point in time, requires some analysis and number […]
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