Free Stock Analysis Excel

Beware the Boredom of Bull Market

At my Hyderabad Value Investing workshop that I conducted last Sunday, I had a participant who asked – “What you’ve said about long term investing in the stock market is all good. But doesn’t it get boring after a time? I mean, first the process of reading annual reports to find good businesses, and then […]

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Notes from Howard Marks’ Lecture: 48 Most Important Things I Learned on Investing

“If you were to read just five books in your life to become a sensible investor,” I often suggest people seeking my view, “…they have to be Warren Buffett’s letters, Poor Charlie’s Almanack, Peter Lynch’s One Up on Wall Street, Ben Graham’s The Intelligent Investor, and Howard Marks’ memos.” Well, if you don’t know who […]

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3 Big Investing Lessons from the World’s Greatest Stock Market Speculator

I have been reading Edwin Lefèvre Reminiscences of a Stock Operator over the past few days. It’s a brilliant first-person account of the career of “Lawrence Livingston”, who is a slightly fictionalized version of Jesse Livermore, one of the greatest stock speculators of all times. Livingston, just out of school, goes to work as a […]

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Investing is Simple, but Not Easy

“Life is really simple, but we insist on making it complicated.” ~ Confucius “Simplicity is a great virtue but it requires hard work to achieve it and education to appreciate it. And to make matters worse: complexity sells better.” ~ Edsger W. Dijkstra It’s a sad fact of life that great people rarely divulge deep […]

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Long Term Investing in An Age of Small Attention Spans

My 5-year-old son Chaitanya, like most kids his age, paid little attention as I showed him how to make a paper boat for what seemed like the hundredth time. I said, “Fold the paper into half, then fold here, and then here.” As I was talking, he kept looking at everything except at what I […]

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One Idea That Could Change Your Life (and How You Invest)

“Good morning, Sir,” I called out to a man walking just ahead of me during my morning walk yesterday. Like me, he was a regular at the walking track and we often crossed each other exchanging smiles and wishes. I had heard good things about him from others, and so I thought of engaging him […]

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My Notes on a Brilliant Investment Letter I Just Read

One contemporary value investor I’ve learned a lot from, and look forward to read, is John Huber. John is the portfolio manager of Saber Capital Management, LLC, an investment firm that employs value investing strategy with the primary goal of patiently compounding capital for the long-term. He also writes about investing at Base Hit Investing. […]

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The Most Powerful Mental Model for Identifying Stocks

For starters, we had our Value Investing Workshop in Chennai yesterday, and here are some moments from the same… The next workshops are in Mumbai (19th Feb), Delhi (25th Feb), and Hyderabad (5th March). In case you wish to join any of these, please click here to register. Anyways, let’s start with today’s post. “It’s […]

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