Investing – Page 2 – The Tortoise Speaks…

My Book of the Year – 2017

On December 4, 2017

“Reason is a slave of the passions.”

– David Hume.

The most amazing advantage of reading books is that from time to time we get an opportunity to be blown away by an idea or an approach towards a topic. We see this being mentioned again & again. Like Buffett being influenced by “The Intelligent Investor” or Tim Cook being moved by “Competing Against Time” or the famous Jeff Bezos’ Reading list & so on.

The beauty of being influenced by books is that it can be never ending. It leads to opening up of more unexpected avenues of learning, about ourselves & the world.

Tu Tera Dekh…

By Raunak Onkar

On October 18, 2017

In Investing, Warren Buffet

A lot has been said about cloning in investing but a lot is left unsaid. Cloning is interesting because it exposes us to new investment ideas. Cloning becomes dangerous when we use it to clone someone’s process.

Too Much Trust…

By Raunak Onkar

On June 22, 2017

In Behavioral Finance, Equity, Investing

Risk aversion is what keeps the market honest & sane

– Howard Marks.

Is there something like ‘too much trust’? Can there be a situation where we so blindly accept our fate in the future that we forget that there ever was something like uncertainty?

The Infrastructure and Investing

By Raunak Onkar

On December 5, 2016

In Investing

Source: Image from the film “Sully”

No one has ever trained for an incident like that.

– Captain Chesley “Sully” Sullenberger (Sully, 2016)

I watched the film Sully, recently. It’s a story about something that happened in USA, why should it really matter to us? After watching the film I realise how much we underrate the importance of the infrastructure that is around us. In direct relation to the film, The safety board, the aviation unions, the emergency services, the ATC crew, the flight crew. The image, sourced from the film, attests to the fact that it does take a collective effort to make things work smoothly.

Can an investment process, Rust?

By Raunak Onkar

On October 15, 2016

In Investing, Value Investing

Only entropy comes easy.

– Anton Chekhov

Have we ever wondered why things rust? I mean apart from the chemical process permanently changing metals, rust is quite a fascinating phenomenon. For investors like us, rust comes in the form of two things, inflation & cost of capital. For the physical world, rust is still the chemical process where metal corrodes as it ages. As investors, what we fear though is a threat of moral corrosion than a physical one. More on that later.

A blog which periodically revisits evergreen investment principles!

Tag: Investing Page 2 of 5

My Book of the Year – 2017

Tu Tera Dekh…

Too Much Trust…

The Infrastructure and Investing

Can an investment process, Rust?