Stoic Investing

MY BLOG NARRATIVE JOURNAL
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Harvest great ideas from your company’s best assets
In particular, the initial state of the company’s sales and operations planning capabilities limited...
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Wait: Don’t Read Warren Buffett Letters!!!
To remove all doubts, let me first come out and say this clearly: Yes, I am a ‘Value’ Investor....
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Small cap investing: The Ralph Wanger way
Recently I finished reading a lot of available stuff on Ralph Wanger including his book, A Zebra...
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Wisdom Pill - Vol 4
First of all, let me congratulate all Indian reader on celebrating yet another year of freedom and independence....
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Wisdom Pill - Vol 3
The last month was filled with amazing roller coaster ride in markets and in my life too. Too much of...
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Scuttlebutt with Paul Lountzis
At the start of my investment career, few thoughts which made obvious sense to me were received from...
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Wisdom Pill - Vol 2
First of all, let me thank you for an overwhelming response and feedback on the first edition of this...
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Wisdom Pill - Vol 1
First of all, let me thank you for taking interest in this newsletter. My intention of this, as I mentioned...
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Sheep in Wolf’s clothing: An asset’s true character
Let’s assume that you own a hospital (say Hospital C). You have been doing well in your market and currently...
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