Practical approach to sustainable wealth
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 […]
In my last post, I presented a series of questions that form the kernel of a qualitative checklist that I run on each stock to decide which of these may merit further investigations. The stocks that survive my qualitative checklist are then subjected to quantitative metrics checklist scrutiny, which will be the subject of today’s […]
The other day I was attending a party in the neighborhood. As I introduced myself and presented my plans for money management under a structured vehicle of investment partnership, one of the guests posed me a question: Sachin, so what is your edge? It is a fundamental question and one that I have given significant […]
As of 2020, according to the data from World Bank, there were a total of 4266 publicly traded companies in the United States and a whopping 58,200 stocks that are listed globally. My goal as an active investor in public markets is to identify a small subset of these to put money to work. Before […]
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