Am an Entrepreneur, Investment thinker and organic farmer. Passionate about public life. But , too private to be there.
Sep 29, 2018 • 10 tweets • 6 min read
Let me share my learnings at @ithoughtadviser. Firstly, I believe firmly that my primary role as an advisor is managing risk. Not maximising returns. My choice of the MF space was simply because i clearly saw the need existed in 2008. 1/10 #ManagingRisk #ContrarianInvesting
MF's offered ease of scalability, management & ample liquidity. We could buy as much quantity at same valuation. MF's wide product choice outside of diversified & largecap funds favoured advisory alpha generation. 2/10 #ContrarianInvesting #ManagingRisk @ithoughtadviser
Aug 28, 2018 • 5 tweets • 2 min read
Improving quality of PF is a constant pursuit. Need Zealous effort to keep watch on own line up, order & weights.
As markets rise, the tendency to give this pursuit up takes over. Money comes easy. A loosening tendency evolves. Investing turns lazy. 1/5 #BeatingBenchmarks
Heavy fund inflows make a manager think less about returns and more about deployment. Too much cheese on his plate makes him less hungry.
He no more enjoys investing. Yet, his plate is always full.
Moving away from looking for multibaggers meant One doesn’t try to identify stocks offering rapid PE growth that will be riding on short term EPS growth. 1/5 #MultiBagger#ValueInvesting
The earnings velocity created by shortages, near term biz disruptions & temp dynamics are mostly unsustainable. Convincing the world they are structural is not an honourable deed. Nor reflects decency. Most momentum is surreptitiously built to fool ordinary men. #MultiBagger 2/5
Mar 14, 2018 • 25 tweets • 7 min read
If a small investor, what can you do now? I will create and run this thread today. Hope you find it useful. 1/25
@shyamsek Firstly, take stock of what you own. List all your investments in one place. Rank them by size in descending order. 2/25
Dec 24, 2017 • 7 tweets • 2 min read
‘s blog on Bamboo investing using Chinese Bamboo as a metaphor. @Sanjay__Bakshi ‘s evocative article on how we need to wait years earning nothing; then one year gives us exceptional returns.
Learning to accept less is key to earning more. Practise it in 2018. 1/7
Learning to keep the mind still with an investment idea is the ultimate investment tool. Hold your thoughts focussed on the idea, it’s merits and demerits. Get a 360 degree view of the idea. 2/7