Practical approach to sustainable wealth
Unless you were on Mars last week, it was impossible to not notice the stock market carnage that transpired in the last week, which explains part one of tongue in cheek title for todays blog. The later is an omage to the special day that appears on calendar every 4 years! While stories of gloom […]
UPDATE TO THIS POST: Date 10/28/2020 I cited research from CITI global research (referencing Robert Bucklands work) on why the growth bias in the markets still has sufficient leg-room to go. I got a copy-right infringement notification to take down the graphs that I posted in this blog post. As a result, I am modifying […]
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 […]
We are already a month into the new year, which means it is time for net worth updates. It will be my first NW update for the new decade and I am making some changes in how I present the numbers. Without further ado, here we go: And the key numbers are: Liquid Net worth/Debt […]
“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 […]
Cash portion of my asset is growing beyond what I feel is necessary (2 years worth liquid funds to maintain AVI family life-style). With US-market tops being breached consistently without any signs of slow-down, investment opportunities in the US markets is increasingly getting harder to come by. As such, I am starting to look into […]
Powered by WordPress Applied Value Investor 2025 | All Rights Reserved.