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Checklist- Qualitative Metrics

By [email protected]
|
October 27, 2022
| No Comments
| Value Investing

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 […]

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Checklist for Investing- Part 1

By [email protected]
|
October 22, 2022
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| Value Investing

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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Investment Success in the Long Term

By [email protected]
|
October 18, 2022
| No Comments
| Value Investing

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 […]

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Why Now?

By [email protected]
|
October 14, 2022
| No Comments
| Value Investing

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 […]

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Investment Philosophy

By [email protected]
|
October 11, 2022
| 1 Comment
| Investing

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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Coming out of hibernation

By [email protected]
|
September 14, 2022
| No Comments
| Value Investing

If you have a look at the About section of this website, I noted down 4 key goals for me to start and maintain this website: A repository for me to collect ideas and compile lessons learned in my journey as a value investor An education platform  for fellow small-scale retail investors such as myself […]

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Net Worth April 2022

By [email protected]
|
May 1, 2022
| No Comments
| Value Investing

After a couple month hiatus I want to get back on track with net worth updates. Several things have transpired both in Mr AVIs personal life and world in general since my last formal post back in Feb of this year, which I will get to in a bit, but for the first order of […]

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Net worth update Feb 2022

By [email protected]
|
February 13, 2022
| No Comments
| Value Investing

Its been a while since my last and the only post for 2022! I ended that post with a confident claim that my portfolio is designed to pull-through market volatility and the impending correction that would ensue the hawkish stance that FED may persue in response to increasing inflationary pressure. Top two investments in my […]

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2021 End of the Year Portfolio Review

By [email protected]
|
January 9, 2022
| No Comments
| Value Investing

The first post of the new year will focus on 2021-annual AVI portfolio review. When I did 2020-annual portfolio review, Covid-19 was still raging strong. However, there was optimism in the air as vaccines were becoming available to critical workers and senior-citizens of the nation. Amidst the debate on the shape of market recovery, K-shaped […]

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2021 End of the Year Net Worth Update

By [email protected]
|
December 31, 2021
| No Comments
| Value Investing

 Lets take a quick whirlwind of how 2021 panned out for AVI family financially. Review of Progress Towards FI in 2021 The year started out with AVI family crossing the ninth inning of the goal towards FI, as I originally defined back in July of 2019. Around the same time, I put down a target […]

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Posts pagination

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Recent Posts

  • End of 2025 Financial Status Updates
  • My trip to the altar of value investing!
  • Why I am suddenly so excited to look into Tech investing as a Contrarian play
  • End of 2024 Financial Status Updates
  • End of FIRE Journey
  • Revisiting the Question: Should I Payoff Mortgage Early?
  • 2023 end of the year networth update
  • Family Vacation- Cancun
  • Invert Always Invert– The Man Who Danced to the tune of his own Music is Dead!
  • Bank on the Run
  • Berkshire Annual Letter 2022
  • Career break!
  • FIRE Life-Style Achieved!
  • Deep Dive–Brookfield Corporation
  • 2022 End of the Year Portfolio Review

This blog should not be considered as investment advice of any kind. Any opinions expressed in this blog are solely for information or entertainment purpose only. Do not consider any information in this blog as a recommendation or an offer or solicitation for purchase (or sale) of any investment vehicle.

Copyright © 2017. All rights reserved AppliedValueInvestor. No part of this blog may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the author of this blog, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law. Please contact me if you want to use any part of my writing.

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Recent Posts

  • End of 2025 Financial Status Updates
  • My trip to the altar of value investing!
  • Why I am suddenly so excited to look into Tech investing as a Contrarian play
  • End of 2024 Financial Status Updates
  • End of FIRE Journey
  • Revisiting the Question: Should I Payoff Mortgage Early?
  • 2023 end of the year networth update
  • Family Vacation- Cancun
  • Invert Always Invert– The Man Who Danced to the tune of his own Music is Dead!
  • Bank on the Run
  • Berkshire Annual Letter 2022
  • Career break!
  • FIRE Life-Style Achieved!
  • Deep Dive–Brookfield Corporation
  • 2022 End of the Year Portfolio Review

This blog should not be considered as investment advice of any kind. Any opinions expressed in this blog are solely for information or entertainment purpose only. Do not consider any information in this blog as a recommendation or an offer or solicitation for purchase (or sale) of any investment vehicle.

Copyright © 2017. All rights reserved AppliedValueInvestor. No part of this blog may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the author of this blog, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law. Please contact me if you want to use any part of my writing.

Categories

  • Active Portfolio
  • Behavioral Biases
  • Education
  • Family
  • FIRE
  • Investing
  • Musing
  • Net Worth
  • Personal Finance
  • Retirement Portfolio
  • Value Investing

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