Archives for February 2019

My Notes on Warren Buffett’s 2018 Letter to Shareholders

February 26, 2019 | 4 Comments

Warren Buffett recently released his 2018 letter to shareholders of Berkshire Hathaway.

I have prepared some notes on the letter. Click here to download my notes.

Also, I was on ET Now yesterday to share my thoughts on the letter. Here is the video of the chat (click here to watch the video, or watch below) –

Sherlock Holmes’ Thinking Blueprint, Greatest Investor You’ve Never Heard Of, And Marcus Aurelius On Mortality

February 23, 2019 | 4 Comments

Here’s something new I have initiated to share with you stuff I am reading and thinking about in recent times.

Click here to download the document.

Let me know your thoughts on the initiative, and what else you would like to see here.

How to Screen for Stock Ideas

February 22, 2019 | 5 Comments

While I am not a big fan of using readymade screeners to generate stock ideas – because you tend to substitute thinking with a lot of data – simple screeners still help me in doing the initial groundwork.

Also, while there are a few paid (and expensive) screeners available in the market – like Ace Equity, Capital Line – I find a few free screeners to be very effective when it comes to the value I can derive from using them.

In this post, I explain the few steps you can use while running once such free screener – Screener.in – to do basic analysis on companies and screen for high quality ideas. Let’s start right away.

My Talk at Value Investing Summit, Kuala Lumpur

February 15, 2019 | 4 Comments

I recently spoke at the Value Investing Summit in Kuala Lumpur, Malaysia. My topic was ‘The Path of Successful Investing.’

Click here to download the presentation.

Click here to watch the video of my talk, or watch below.

P.S. In the talk, I quoted Peter Bernstein’s book Against the Gods as containing the story of the hedge fund LTCM. It was a mistake! The book that chronicles the story of LTCM is Roger Lowenstein’s When Genius Failed.

Statutory Warning: Nothing in my talk should be construed as investment advice to buy or sell shares. Please make your own decision, as blindly acting on anyone else’s research and opinions can be injurious to your wealth. My analysis may be biased, and wrong. I have been wrong many times in the past. I am a registered Research Analyst as per SEBI (Research Analyst) Regulations, 2014 (Registration No. INH000000578).

Wall of Ideas

February 12, 2019 | 59 Comments

Welcome to Safal Niveshak’s Wall of Ideas, where I present hand-drawn illustrations of a few thoughts on investing, learning, decision-making, and living.

The permanent home of these illustrations lies here, where all my future updates will happen.

If you like what you see below, please share your love in the Comments section of this post. Also, please share your ideas for future such illustrations.

Sharing the illustrations socially – Twitter, Facebook, LinkedIn, etc. – would also help spread the word. Thank you!
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