Tag: investing framework

I will go through these two styles of investing with real-life case studies. Get ready to go beyond theory and dive into application.

While many people speak of long-term investing, few understand that it is more than just the duration of your holding period, it is the quest of looking for companies that are able to take over the responsibility of compounding your wealth for you.

The Fund Manager That Beat The Market With Three Stocks.

The biggest returns earned over a long period would come from compounders—that is, companies who are monopolistic or oligopolistic and are able to grow their earnings power by 20% to 30% with a long runway. Find these companies and hold on to them for a long time. Focus not on price movements but on the company’s earnings power.

Tilting the risk reward ratio in your favour with LEAPS!

The year 2020 has been interesting, to say the least. With the market crashing down at an astonishing speed, and then shooting back up within a short period of time. New winners and market leaders will emerge from every crisis. Let's hear what fund managers have to say about the current environment!

The desperate search for yield has led to a number of people choosing to invest in income funds, or in mature companies providing a high dividend yield. On the surface, it might sound sensible, but it is erroneous. It may lead to investors underestimating the risk of investing in high yield instruments. Moreover, what is less obvious is the opportunity cost of focusing on yield ...

“Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.”- Sir John Templeton In the two months after Feb 2020, the S&P 500 has been trading like a penny stock, making extremely volatile movements of more than 5% on ...

I started my investing journey around 14 years ago, after reading Rich Dad, Poor Dad. The idea of acquiring income-producing assets resonated with me and I have since been consuming numerous books and resources on the web regarding investing. Today, I focus mainly on growing companies with a wide moat and great management in place. Looking back on my investing journey, I first started out ...