A blog which periodically revisits evergreen investment principles!

Category: Productivity Page 2 of 3

Where to keep my smartphone when I’m researching companies?

The longer version of this post’s title was supposed to be:

Where to keep my smartphone while researching companies – How I learned to stop worrying about my notifications & love my work.

Well, it was never meant to be perfect.

Now that I’ve lost your attention, let me bring it back to something much more important.

I’ve always wondered why people used the phrase ‘pay attention’. Why ‘pay’? Why not just ‘give’ attention. Certainly it conveys the same intent. I think it makes a lot of sense when we think of it as a metaphor. We are in a sense, literally paying with our mind’s cognitive capacity to focus on something when we are paying attention.

How to build conviction while investing

circulation-tia-how-to-build-conviction-001On the January 28th, 2017, I was given the rare privilege of addressing a room full of serious investors from the Tamil Nadu Investors Association (TIA). An organisation that has been dedicated in educating investors for the past 26 years. I spoke at the Bullet Proof Investing Seminar.

I spoke on the topic of building conviction in investing. Instead of a blog post on it, here’s my entire slide deck with heavily summarised notes.

Slides – How to Build Conviction

The entire event was very well organised & I urge you to consider making a trip to Tamil Nadu every year, to attend it. Here’s a list of the other talks delivered at the seminar.

Building Insights, deliberately

“The only way to win is to work, work, work & hope to have a few insights.”
– Charlie Munger

Insights are incredibly rare. I know that this insight itself is going to be lost on many of us. It was certainly lost on me for a while. I follow 200+ people on twitter & if at least 10% of them share some unique reading material everyday, that means I need to read at least 20 new things, each day. Well, great way to learn about the world, but is it something that I want to learn, today?

Great Conversations

True history of the world is the history of great conversations.

– Tyrion Lannister (Game of Thrones)

Great Conversations: A Pensive Tyrion, Picture from HBO

A Pensive Tyrion, Picture from HBO

If you have caught up with the last week’s episode of Game of Thrones, you’d have noticed Tyrion drop this line. It’s one of those moments when life connects with art.

The Ultimate Productivity Tool (for investors)

The Ultimate Productivity Tool (for investors)

Before I go into the why, here’s the what –

The Ultimate Productivity Tool for an Investor, surprisingly, is “Commuting

I have been working out of an office for the past 7 years now, which means, each day I spend 1 hr 20 mins one way (door to door). Fortunately I don’t have to juggle multiple modes of transport. In the beginning this routine was non-intrusive, then it became a nuisance & then suddenly it became invisible.

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