Practical approach to sustainable wealth
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 […]
My investment philosophy, as outlined here, is guided by the principle of survivorship and long-term sustainable capital appreciation. I want to stay profitable and in the business of investing for a very long time so as to maximally benefit from the magic of compounding. Two key ideas that I have internalized so as to maximize […]
As I have come out of hibernation, I penned my first post– a discussion on my pivot to the types of articles I will be posting on this blog — and announced my desire to pursue a “money manager” career path. In my last post, I laid down the foundations for my investment philosophy! These […]
As I embark on my life as a “money manager”, it is important for me to codify my investment philosophy, which will be the guiding principle for all my investment decision making. Its practice will reflect the ways in which my investment portfolio is constructed and managed. It will also serve as a guide for […]
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