Habit of relying too much on near term data is a curse for investors that many don't realise.

Portfolio looks good, results are good and finding good new ideas. All thats needed is market to find some trend and portfolio goes BOOM!

Vinod Khosla on tradeoffs- "Say if you bet your life on being the best cricketer and you dont make it, then you are a waiter" "its about making a choice of whether you want to take that 0.01% probability chance of being the best cricketer and the rest of the probability being

#AnthemBio’s earnings call is a masterclass every CRDMO student should hear—packed with sharp insights and critical thinking. Jonathan Hunt would do well to listen closely and learn how to engage without resorting to cheap sarcasm.

"You are neither right nor wrong because the crowd disagrees with you."

There is a huge difference between taking a big initial position versus letting a position get big. Few understand this.

New blog post on Pre-empting Risks- Learnings from investing in AstraZeneca Pharma surgecapital.in/post/pre-empti…

In microcap it's a great sign when a stock is moving up and no one is talking about it. It's usually a bad sign when a stock is moving up and everyone is talking about it.

"The concept of "priced in" is overused by investors when it's really terminology for traders working on much shorter durations"

"Competition is always scary, but competition against a juggernaut that seems to have permission from its shareholders to not turn any profits is really frightening."

In investing, when you buy matters as much as what you buy. And one of the most overlooked opportunities is finding a company while its moat is still under construction.  At this stage, the earnings will be lumpy and unusually difficult to predict. Less profitable operations are

Someone is getting fired today

"It’s only a great investment if you can hold it."

Investing quote of the day via Ian Cassel:

Checkmate!

Weekend feed! Enjoyed this conversation of The Logical Investor with Ankush Agrawal Enjoy! 👇 youtu.be/-Ik7LH37IR4