Practical approach to sustainable wealth
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 […]
Its the time of the month when I provide an update on AVI family net worth. I began compiling data for this post with some trepedition. As most of my readers know, I am heavily invested in stocks and the events of past one month were, to put it mildly, devastating for my portfolio. The […]
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 […]
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 […]
This past weekend, Avi Family was invited to a Valentine-day party in our neighborhood. Folks at the party were the usual gang of local Indian families from our small town in the suburbs of Seattle. The hosts put together a fun event, especially the balloon-dance, where by couples hold an inflated ballon in between them […]
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