"World is changing. You are changing. We are all living in a flux. What matters is what works for you and what matters to you. Inner score cards are more important than outer ones."
~ @Sanjay__Bakshi #VIP4@CFASocietyIndia
"One should not look at investing as a competition to win. It should be a means to achieving their financial goals."
~ @Sanjay__Bakshi #VIP4@CFASocietyIndia
"The very definition of value investing is very broad. Associating value investing with only traditional low multiple investing is deeply flawed."
~ @Sanjay__Bakshi #VIP4@CFASocietyIndia
"When you find that you have screwed up, you need to think and write what went wrong and try not make the same mistake again."
~ @Sanjay__Bakshi #VIP4@CFASocietyIndia
"When one starts making fun of other people's approaches, one is probably standing on a cliff and about to fall. Karma catches up eventually. We should practice detachment and equanimity both in good and bad times."
~ @Sanjay__Bakshi #VIP4@CFASocietyIndia
"Mean reversion works but not always. One should also be aware of Fundamental momentum. Businesses also face entropy."
~ @Sanjay__Bakshi #VIP4@CFASocietyIndia
"In investing, it is better to be humble and assume luck has played a bigger part in your success than skill. Gratitude - not arrogance - is what helps you in investing."
~ @Sanjay__Bakshi #VIP4@CFASocietyIndia
"In investing, to position oneself for luck, one should invest in some businesses with asymmetric payoffs."
~ @Sanjay__Bakshi #VIP4@CFASocietyIndia
"Dhyana - focusing on particular thing - from different points of views - but with detachment. This is what a drone does. We also need to learn and practice this to avoid noise and distraction, and be more productive."
~ @Sanjay__Bakshi #VIP4@CFASocietyIndia
Negtive list -
"Don't watch too much TV.
Don't leverage and invest.
Don't be arrogant. Be open to new ideas."
~ @Sanjay__Bakshi #VIP4@CFASocietyIndia
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