2) If you can't find any companies that you think are attractive, put your money in the bank until you discover some.
3) All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out.
4) Time is on your side when you own shares of superior companies.
5) Know what you own, and know why you own it.
6) The simpler it is, the better I like it.
Books:
1) One up on wall street. 2) Learn to Earn. 3) Beating the street.
Quote:
Everyone has the brain power to make money in stocks. Not everyone has the stomach.
Philosophy:
The person that turns over the most rocks wins the game. And that's always been my philosophy.
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Top presentations & interviews from CFA society. Covers multiple aspects of investing & behaviour. Few of the speakers rarely makes any media appearance.
List of Books. Subscriptions. Newsletters. Websites. Idea Generation. Fund Managers i follow, Major new stocks I bought in 2022. Mistakes I made in 2022...
Books i love to re-read irrespective of market cycles:
1) The Snowball.
(compounding) 2) You can be a stock market genius.
(Special situation) 3) The Little book that builds wealth.
(Moats) 4) Margin of Safety.
(Valuation) 5) Black Swan.
(High Improbable Events)
6) Zebra in the lion country.
(Smallcap investing) 7) The investment checklist.
(Imp of checklist) 8) Value Migration.
(Mega Shifts in business landscape) 9) The Outsiders.
(Capital Allocation) 10) Megatrends.
(Trends of new world) 11) Poor Charlie's Almanack.
(Mental Models)