Investment Philosophy
Read and Think
Mostly, that is all there is to it.
Ownership Mindset
An equity share is ownership — not a ticker, not a trade. We
invest in businesses, not just stocks.
Market Efficiency
Markets are efficient most of the time about most things, but opportunities arise rarely when they are not.
Simplicity over Complexity
No complex models,
No Greek alphabets.
No substitute for human thought.
Turn More Stones
The more we dig, the luckier we get.
Unpredictable Tides
No one knows when the tide turns.
No one.