long only. deferred gratification. ideas. investing.purpose.
Joined December 2009
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Investors get tools first and skill later. The IIMM - individual investor maturity model
venupsv.substack.com/p/the-i…
Gratitude to all the Gurus 🙏
Charlie Munger, Naval Ravikant, Pulak Prasad, Aakash Prakash, Rakesh Jhunjhunwala, Mohnish Pabrai, Kenneth Andrade, S Balaji & more
#GuruPoornima
Venugopal PSV retweeted
This is a welcome step. Buybacks need frictionless, speedy execution to be a effective mode of capital allocation.
Dividends can be systematic, as they're stockprice independent.
Buybacks have to be opportunistic, as they are sensible at some stockprices & foolish at others. 1/
Disruption is multi dimensional. Holistic approach is needed to see the big picture.
AI led disruption is bringing extreme views and reactions from optimists and pessimists. Do we have a model to see scenarios together ? Enter HiHo (Help, Input, Hinder, Output). venupsv.substack.com/p/hiho-…
Slides to this model here: slideshare.net/slideshow/ind…
Investors get tools first and skill later. The IIMM - individual investor maturity model
venupsv.substack.com/p/the-i…
AI led disruption is bringing extreme views and reactions from optimists and pessimists. Do we have a model to see scenarios together ? Enter HiHo (Help, Input, Hinder, Output). venupsv.substack.com/p/hiho-…
Venugopal PSV retweeted
If a stock market crash is coming, how could investors prepare? Here is a point of view. What would you do ?
If a stock market is coming, how could investors prepare ? Here is POV. What would you do ? venupsv.substack.com/p/if-a-…
Venugopal PSV retweeted
If a stock market is coming, how could investors prepare ? Here is POV. What would you do ? venupsv.substack.com/p/if-a-…
If a stock market crash is coming, how could investors prepare? Here is a point of view. What would you do ?
If a stock market is coming, how could investors prepare ? Here is POV. What would you do ? venupsv.substack.com/p/if-a-…
If a stock market is coming, how could investors prepare ? Here is POV. What would you do ? venupsv.substack.com/p/if-a-…
Venugopal PSV retweeted
Access is now universal. Will is not.
While the autodidact leverages these tools to compound intelligence, the masses will use the same capacity to optimize their distraction.
The gap between the informed and the entertained is widening.
Nick Sleep, a great fund manager, wrote 25 letters essaying his investment philosophy at the 'Nomad Investment Partnership' (with 'Qais Zakaria' aka Zak). In the end, he consolidated into just 3 stocks - BRK, COST, AMZN. Here is the summary / learning from his letters.
Venugopal PSV retweeted
Financial markets are complex systems - constantly moving, rhyming and evolving. I am fascinated by them. Over the last few months have documented my learnings through multiple point of views. If you are also a student of the markets, this may be useful.
linkedin.com/posts/venugopal…
Venugopal PSV retweeted
BIS is re-imagining the global financial system at a hectic pace. How to see all the initiatives together ? linkedin.com/pulse/overhauli…
Financial markets are complex systems - constantly moving, rhyming and evolving. I am fascinated by them. Over the last few months have documented my learnings through multiple point of views. If you are also a student of the markets, this may be useful.
linkedin.com/posts/venugopal…
RT @chokhani_manish: @_soniashenoy you got me in a different mood- so shared many life lessons and spirituality. I do hope it resonates wit…
This quoted post is unavailable.
Venugopal PSV retweeted
Is there a case for ‘circle of competence’ myopia? This point of view discusses some alternate / adjacent approaches.
venupsv.substack.com/p/iimm-…
Venugopal PSV retweeted
IIMM Series : is the Buffett ‘20 slot’ rule for you ?
open.substack.com/pub/venups…
Venugopal PSV retweeted
A nice interview I did a few months ago- may be helpful to younger investors. Do repost if you find it useful. youtu.be/6pcOBEr0048?si=iwcc…
