This is the fourth issue of Outside the Box newsletter, and is authored by my friend Arpit Ranka. Arpit is a value investor based out of Mumbai. He has worked with two of the leading value investors in India, Prof. Sanjay Bakshi and Late Mr. Parag Parikh before starting out on his own.
In this post, Arpit talks about how we, as investors, need to embrace the good, bad, and ugly side of every investment thesis/strategy and be willing to live through all the seasons, if we have to stand a chance to succeed in the long run. Over to him.
The Art of Stillness
by Arpit Ranka
The noted English singer and songwriter John Lennon said, “Life is what happens while you are busy making plans.”
As an investor, I can tweak this thought to — “Investing is what happens when you are busy pursuing the next big investment idea.”
No doubt that ideation is a very integral part of any investment process but then equally central is to develop a mindset, which allows us to capitalize on the full potential of that investment strategy.