Value Investor Journal ®
@VJ_Rabindranath
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Let me share a real-life story. The “Next” Warren Buffett I know. A thread. 🧵. 1/ This story may sound like “Tuesdays with Morrie.” Because whenever I would meet this guy I would try to pick his brains on how to live a simple life and how he goes about investing.
@VJ_Rabindranath This is something I have often wondered about. Is valuation insignificant when looking at a decade? And, in the age of so much disruption, can we even have that long a time frame - 2 decades?. @vipuls1979 you had some views on valuation over the long term, if I remember rightly.
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When returns on stocks depart materially from long-term norm, it's rarely bcos of the economics of investing - the earnings growth + dividend yields of companies. Rather, the reason that annual stock returns are so volatile is largely bcos of emotions of investing. - John Bogle.
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Warren Buffett has made only 4 market calls in the last 60 yrs and Howard Marks only 5 in last 50 yrs. Keynes said "If you can't forecast well, forecast often." That's what experts do. Wise investors rarely make predictions. Instead, they prepare. Thats what makes them great.
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The big money is not in the buying and selling, but in the waiting. -- Charlie Munger.
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While a portfolio full of excellent businesses is something to be proud of, it has a low probability of producing market beating returns if the initial purchase prices were never considered. Context: Was reading "Sun Tzu on Investing" by Curtis Montgomery.
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I always knew I was going to be rich. The thing is, I was in no rush to get there. -- Warren Buffett.
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The most dangerous investment conditions generally stem from psychology that's too positive. For this reason, fundamentals don't have to deteriorate for losses to occur; a downgrade of investor opinion will suffice. High prices often collapse of their own weight. Howard Marks.
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Investing should be fun and challenging - not stressful and worrying. -- Walter Schloss.
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OID was one of the best newsletters on the planet to learn from some of the best investors. Thank you Kevin @kevg1412 for sharing this treasure here.
New Compilation: Outstanding Investor Digest (1,500+ pages). I’ve never had a mentor. There was no singular person who took me under their wing—no long lunches, no late-night phone calls filled with war stories, no hindsight gifted directly into my life. And for a long time, I
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It is a real tragedy when you buy a stock that's overpriced, the company is a big success, and still you don't make any money. -- Peter Lynch.
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RT @RonitPereira_: The curious case of Titanic vs Endurance. Why alignment of thoughts between Fund Managers and Investors is important. h….
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A brief excerpt sent to my investment partners:
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Was re-reading @WilliamGreen72’s “Richer, Wiser, Happier.”. William writes "When I think about everything I've learned from Joel Greenblatt, I am struck above all by four simple investment lessons.". A brief thread on these four:. First, you don't need an optimal strategy. You.
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Mark your calendar. Warren's letter to shareholders, 2024 will be released tomorrow (22-Feb-25) at around 6.30 pm IST. Looking forward to read.
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Whatever your role be - as an investor, shareholder, analyst, business owner, entrepreneur, or a CEO - what's that one thing you need to focus, follow, learn and understand? (Hint: It's two words).
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Warren on how to evaluate the performance of your equity investments?
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Charlie Munger on what it takes to become a better investor.
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This is the class of a true leader. India and Tamilnadu need people like @annamalai_k ji. My deep respect.
I respect @annamalai_k a lot. He has sent the below message. Just stopping political posts for now, respecting his words. No pro or anti posts for any political person or party. Will stick to finance, general affairs and philosophy for now. Dear Muthukrishnan sir . Hope all well.
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