- An investor needs to ensure he does NOT become an expert from a world that no longer exists by continuous learning
- Decisiveness is just as important as deliberation
- Exponential growth is always difficult to predict and comprehend
Articles of the Week
A collection of insightful articles I read each week
Week of November 29, 2021
Week of November 22, 2021
- The three levels of investing FOMO
- Apart from having a watch list of stocks, investors should also work on another list; the moral bucket list
- Which investing game are you playing?
Week of November 15, 2021
- One of the most dangerous biases in investing
- Lessons to learn by getting inside the mind of the greatest marathon runner of all time
- The Nothingness of Money
Week of November 8, 2021
- The 10 most dangerous words in investing
- Does money buy happiness?
- Investors need an anti-reading list
Week of November 1, 2021
- Investors need to not only look at a company’s history but also keep in mind the horizontal history
- Internal Vs External benchmarks
- Searching for resilience
Week of October 25, 2021
- Secrets of Dhoni’s success: Simplicity and Clarity. Secrets that are relevant for an investor as well
- You are your only true benchmark
- Two kinds of risks in investing and in life – fast risk and slow risk
Week of October 18, 2021
- How the internet kept running even as society closed down around it due to the pandemic
- Ways to control the investing narrative
- Although the post is about advertising, it has ramifications across disciplines where we balance efficiency with effectiveness
Week of October 11, 2021
- What is right almost always sounds crazy at first
- What purpose does your capital serve?
- Here is an article that makes investing in stocks as cool as investing/speculating in NFTs
Week of October 4, 2021
- A primer on second order thinking
- Big Tech, Finance, and Regulators
- Investors need to remember that no one is crazy and folks invest based on their life experiences
Week of September 27, 2021
- Markets like this show why investing is hard
- An investor should always be paranoid enough to avoid these dangerous feelings
- Another set of quotes to keep in mind during bull markets
Week of September 20, 2021
- Timeless quotes to help you stay grounded during a bull run
- Market timing might not be better than regular SIPs if you invest for the long term
- Why financial manias persist?
Week of September 13, 2021
- When it comes to your investments, thinking like a scientist could be beneficial
- Always good to have a perspective how would you behave if you knew how much time you had left
- The most important question for an investor is “Who am I backing here?”
Week of September 6, 2021
- Curious why electric cars look the same?
- A good investor not only finds a process that works but also works for him/her
- What is wisdom?
Week of August 30, 2021
- With folks in their 30s saving up for their kids’ education, after a decade or two need to consider whether their kids will require a formal college education. The long-term trends are against college education
- Reality has a surprising amount of detail
- Although these are little flaws, they can be intellectually fatal
Week of August 23, 2021
- In investing and in life, you can make better decisions by zooming out and having a bigger perspective
- A collection of rules, truths, and beliefs from Morgan Housel
- Continuing on the theme of collections, now, a collection of things money cannot buy
Week of August 16, 2021
- A good career advice: “Become an Uncertainty Killer”
- How to remember what you read
- Not all innovative products go on to be a commercial success. An amazing background on the Segway
Week of August 9, 2021
- You do not learn the Mental Models by just reading about them! Shane Parrish explains how to learn the models
- A brief note on how to “not think” in investing - History tells us chance encounters can lead to both magic and mayhem. Investors need to read more history and be humble about their forecasts
Week of August 2, 2021
- One piece of advice that can be useful for investors is, “Shut up and Wait”
- Why do you invest?
- Insightful Marc Andreessen interview
Week of July 26, 2021
- One thing I am starting to realize is that the fantasy of knowing what you will do until you are 50/60/70/80 is just that a fantasy; times are changing and folks might have to be dynamic with their career choices. Here is an example of a FT reporter being a teacher after her 50s
- A simple but extremely power mental model is Inversion
- What it means to be rich
Week of July 19, 2021
- A look at how Andreessen Horowitz evaluates CEOs - Any investor needs grounding in reality because their results are judged by one and only one metric i.e. their returns
- While there is argument around the merits and demerits of passive vs active investing, here is a thesis on how everyone will be an investor in the future due to customized index investing