P V Ramanathan (@pramanathan) 's Twitter Profile
P V Ramanathan

@pramanathan

Investment Advisor to @neetifund and bringing value investors together @valuexme. I write about business, investing and entrepreneurship.

ID: 529573023

linkhttp://www.neetifund.com calendar_today19-03-2012 17:49:27

733 Tweet

347 Followers

508 Following

P V Ramanathan (@pramanathan) 's Twitter Profile Photo

If I had to pick one Buffett principle that matters most outside investing, it would be this: The ability to stay calm, think clearly, and act only when necessary is a rare advantage. And perhaps a deeply underrated one. Which of these 5 principles do you think applies most to

If I had to pick one Buffett principle that matters most outside investing, it would be this:

The ability to stay calm, think clearly, and act only when necessary is a rare advantage.

And perhaps a deeply underrated one.

Which of these 5 principles do you think applies most to
P V Ramanathan (@pramanathan) 's Twitter Profile Photo

Great investors don’t win with brilliance. They win with boring habits repeated for years. - Read more than you react. - Think in checklists. - Leave room for error. - Wait without restlessness. - Ignore noise relentlessly. The edge is not intelligence. It is discipline.

Great investors don’t win with brilliance.

They win with boring habits repeated for years.

- Read more than you react.
- Think in checklists.
- Leave room for error.
- Wait without restlessness.
- Ignore noise relentlessly.

The edge is not intelligence.
It is discipline.
P V Ramanathan (@pramanathan) 's Twitter Profile Photo

Spreadsheets can measure performance. They cannot measure purpose. Some of the most important things in life don’t fit in numbers.

P V Ramanathan (@pramanathan) 's Twitter Profile Photo

There is a quiet lesson that the markets teach, but only to those willing to listen. It is not about brilliance. It is not about speed. It is about temperament. When you study investors like Warren Buffett and Charlie Munger, you begin to notice a pattern. Their advantage was

There is a quiet lesson that the markets teach, but only to those willing to listen.

It is not about brilliance.
It is not about speed.
It is about temperament.

When you study investors like Warren Buffett and Charlie Munger, you begin to notice a pattern. 

Their advantage was
P V Ramanathan (@pramanathan) 's Twitter Profile Photo

Over the years, I have come to believe that good decision-making is less about brilliance and more about structure. Ray Dalio articulates this idea with unusual clarity. His work is not about predicting outcomes. It is about preparing for them. A few lessons that stand out: •

Over the years, I have come to believe that good decision-making is less about brilliance and more about structure.

Ray Dalio articulates this idea with unusual clarity.

His work is not about predicting outcomes.
It is about preparing for them.

A few lessons that stand out:
•
PrivateEquityGuy (Mikk Markus) (@privatequityguy) 's Twitter Profile Photo

My conversation with P V Ramanathan on how he helped lead a management buyout of a struggling cathodic protection business in 2003 and turned it into Corrosion Technology Services. Himself local to Dubai, Ram's company, CTS, includes 10 companies operating across 8 countries and 3

PrivateEquityGuy (Mikk Markus) (@privatequityguy) 's Twitter Profile Photo

What makes Ram's story fascinating is that they bought a company in 2003; they knew they had hit the cycle correctly, repaid the loan in 3 years, and have paid regular dividends since 2006. For a long time, they've declared 100% of their annual profits as dividends because the

P V Ramanathan (@pramanathan) 's Twitter Profile Photo

It was a pleasure to be part of the Buyers and Builders Podcast. I enjoyed the conversation immensely with Mike Markus - PrivateEquityGuy (Mikk Markus) . It gave me an opportunity to reflect on a journey that, on the face of it, may appear quite ordinary. I have spent most of my life in

PrivateEquityGuy (Mikk Markus) (@privatequityguy) 's Twitter Profile Photo

Small business and capital allocation, done well. P V Ramanathan is the owner of a portfolio of 10 businesses, with very little debt. He and his partners run a cathodic protection business in Dubai, operating across 8 countries and 3 regions. All available cash has been paid out

P V Ramanathan (@pramanathan) 's Twitter Profile Photo

9 Timeless Lessons from John Templeton on Buying Pessimism: 1. Maximum pessimism creates unusual opportunity Templeton believed the best bargains often appear when confidence completely disappears. When everyone sees only risk, prices can fall far below underlying value. 2.

9 Timeless Lessons from John Templeton on Buying Pessimism:

1. Maximum pessimism creates unusual opportunity

Templeton believed the best bargains often appear when confidence completely disappears. When everyone sees only risk, prices can fall far below underlying value.

2.