Practical approach to sustainable wealth
Regular readers of this blog may have noticed that over time, I (Mr AVI) have evolved in my thinking on better measures to track performance of AVI family financial journey. The three measures that I have been tracking for some time now are, Net Worth as fraction of AVI Family FI number Liquid Net worth […]
In one of the very first articles for the year, I did a pre-mortem analysis on my investment portfolio. The very first question I tackled was, What will I do and how will I feel if stocks reverse from these levels and fall 10%, 20% or 30%? I presented data supporting the evidence that >30 % […]
We are already six months into the year 2020! Unless you live on Mars, there was no avoiding terms like COVID-19, Corona Virus, Black Lives Matter, Pandemic, and Recession. Amidst all of the chaos that has been 2020 thus far, there are some good things that have transpired as well, see here to see the […]
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 […]
It will soon be two months since WFH mandate was put in place by Mr Avi employer. By now Mr Avi should have figured out an optimal schedule of work hours that would maximize work efficiency and productivity, thereby allowing for more time to spend quality time with family and kids and at the same […]
I came across twitter poll by Shane Parish of Farnam Street (folks may also know of him through his The Knowledge Project Podcast), where in he asked his followers to twit their favorite Charlie Munger quote. It was an interesting poll and I thought it would be a good exercise for me to peruse through […]
Howard Marks book on “Mastering the Market Cycle” is one of my favorite investment philosophy books. In the book, Howard Marks provides a framework to understand and evaluate investment success through the lens of a full economic cycle. While economic cycles in themselves are very important to understand bust and booms, I feel, they can […]
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 […]
The bull run in American equity markets officially ended on Thursday, March 12th. At the end of that day, S&P 500 index stood at 2480, about 26 % below the peak S&P 500 closing of 3386, reached just 3 weeks prior on Feb 19th 2020. The markets rebounded about 9.29 % on Friday, March 13th, […]
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 […]
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