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[2 Jul 22] Newsletter: Gold as an Investment, Yale Model of Investing, Buying water Businesess & More

. ๐Ÿ”† Gold: Is gold still an efficient investment option? ๐Ÿ”† Framework:ย Yale model of investing ๐Ÿ”† Commodities: Water as an investment ๐Ÿ”† Personal ...
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[25 Jun 2022] Newsletter: Funny money, Inside the eye of storm, Understanding inflation & More

. ๐Ÿ”† Money Hack: Funny money to protect your lunch money ๐Ÿ”† Learnings: Lessons on inflation, from the past ๐Ÿ”† Fundamentals: What does it take to ...
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[18 Jun 22] Newsletter: How to process, play and persevere in these bear markets!

. ๐Ÿ”† Lessons: Stay the course in bear markets ๐Ÿ”† Concepts: Two different things - volatility and risks ๐Ÿ”† Markets: Analyzing the bear global ...
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[11 Jun 22] Newsletter: Blinded by the past, Chasing perfection, Putting probabilities in perspective & More

. ๐Ÿ”† Psychology: Your memory may blind you from the future ๐Ÿ”† Frameworks: When does value investing gives value? ๐Ÿ”† Psychology: Chasing perfection in ...
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Newsletter: Mutual Funds investing in loss making IPOs, Thinking in odds, Measuring quality & More

๐ŸŒŸ 5x5: Five articles summarised in five lines . ๐Ÿ”† Insights: MFs investing in tech stocks that tanked. How bad is it? ๐Ÿ”† Psychology: Thinking ...
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Value investor Vs Price Investor, What Buffett said about beating Inflation, Mind over markets & More

. ๐Ÿ”† Framework: What kind of investor are you? ๐Ÿ”† Lessons:ย Things that most successful investors do ๐Ÿ”† Psychology:ย A case for mind over markets ...
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Nithin Kamath on Fintechs, Fallacy of Recency, Buffett buys ‘dirty’ energy & More

. ๐Ÿ”† Business:ย Realistic insights on India's fintech space by Nithin Kamath ๐Ÿ”† Psychology: Fallacy of recency bias and rare events ๐Ÿ”† Inflation: ...
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Fallacy of Price Anchoring, Should you time the market?, How long will it take to bottom out, and More.

. ๐Ÿ”† Psychology:ย The fallacy of price anchoring after a bull run ๐Ÿ”† Number Talk:ย The history of market bottoms and rebounds ๐Ÿ”† Concepts:ย The ...
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Berkshire annual meet 2022, Framework to pick winners, Finding alpha & More

. ๐Ÿ”… Investing: Lessons from Berkshire Hathaway annual meeting 2022 ๐Ÿ”… Actionable:ย Framework to filter out winners & position sizing ๐Ÿ”… ...
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How much is the US worth, What’s next for Netflix, Investing lessons from Dalal Street & More

. ๐Ÿ”† Valuation: Quick theoretical exercise to value a country - the USA ๐Ÿ”† Business: What went down with Netflix and what's ahead? ๐Ÿ”† Venture ...
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