Hello Dear Readers (both old and new!),
Thanks for subscribing to this newsletter . Hope you and your family are safe and doing well during this pandemic.
I wanted to share with you a quick recap of some posts of last year - in case you have missed any.
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Post Link :Investing as an Infinite Game
In infinite games, like business or politics or life itself, the players come and go, the rules are changeable, and there is no defined endpoint. There are no winners or losers in an infinite game; there is only ahead and behind.
Post Link: Paradox of Investing
When we look at the world of investing, one feels puzzled at the many paradoxes and contradictions one has to face while taking any investment decision - diversification/concentration ; volatility v/s risk etc.
The business you want to own has to be SIMPLE for YOU to understand.
Post Link: Variant Perception and Second order thinking
You only have to be right a few times in your lifetime, as long as you don't make any big mistakes.
Post Link: Patient Capital - Weakness or Superpower?
When one invests in any equity of a particular business , does it entail that the investor be patient with the results? Or take flight at the first glimpse of danger?
Post Link : Missing the forest for the trees
What we can learn from Warren Buffet who missed investing in Google early on despite having a front row view of its growing dominance in advertising.
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