Value Investor Journal ® @VJ_Rabindranath
in.linkedin.com/in/vijayrabind… Coimbatore, India Joined August 2009-
Tweets5K
-
Followers39K
-
Following1
-
Likes3K
On loop ❤️ Friendship, Partnership , Humanity Personified ❤️ @dmuthuk @safalniveshak @FI_InvestIndia @connectgurmeet @sidd1307 @rndx1 @AI_Feb21 @aditya_kondawar @ravidharamshi77 @VJ_Rabindranath @unseenvalue This should be on everyone’s TIMELINE🎯
I have never seen Warren do a DCF. We never sit down, run the numbers out and then discount them back to net present value. The decision should be obvious. What we seek is certainty and simplicity. No point calculating the value of what is not predictable. -- Charlie Munger
Most of the world's GDP is produced with devices that rely on semiconductors. For a product that did not exist sevrnty-five years ago, this is an extraordinary ascent. -- Chris Miller Chip War, The fight for world's most critical technology
Albert Einstein said: There are five ascending levels of intellect: Smart, intelligent, brilliant, genius and simple Likewise, there are five ascending levels of market participants: Gamblers, speculators, traders, investors and owners The simplest way to invest is to be an…
If we sit long enough without doing anything, we begin to feel something. That something is who we really are. -- Dr. Joe Dispenza Breaking the habit of being yourself
What Chuck Akre looks for in a business to invest. Excerpt from 1993 letter to shareholders.
I use a broad investment framework...
If you want to be good at picking stocks, you got to be a good practicing stoic. Stocks and stoics go together.
Terrific sense of humor....
Portfolio management versus owning businesses for the long haul are two different ball games. The former requires you to be smart everyday, while the latter requires you to be patient for decades. That's why investing is hard, so damn hard.
A quick capsule of worldly wisdom (from Letter to shareholders, 2022) on what Warren Buffett learnt from Charlie Munger. Warren writes: Nothing beats having a great partner. Charlie and I think pretty much alike. But what it takes me a page to explain, he sums up in a…
The focus investor's golden rules:
How many of us can faithfully follow a company for five years, let alone fifty years and develop an understanding and gain some insights. How many of us can wait for five decades to make an investment at the right price? When a shareholder asked if Warren Buffett runs screens…
Thinking in reverse....
If you're a net consumer of coffee, you want the milk prices to go down, you want cocoa bean and sugar prices to go down. Likewise, if you're a net saver and invest in businesses, you want the stock prices to go down. I get excited when stocks go down, not when they go…
Warren Buffett's secret sauce to focus: No analysts. No research department. No investment committees. No due diligence. No economist. No audit committees. No annual budgets. No meetings. No power point presentations. No emails. No social media. And an Empty calendar.
Warren Buffett has made only 4 market calls in the last 60 years and Howard Marks only 5 in the last 50 years. Lord Keynes said "If you can't forecast well, forecast often." That's what expert investors do. Legendary investors rarely make predictions. Instead, they prepare.
First class overview. Efforts appreciated. Nicely summarized Prerana. Well done.
First class overview. Efforts appreciated. Nicely summarized Prerana. Well done.
Mark your calendar: Warren Buffett's Annual Letter to Shareholders - 2023 will be released on Saturday, February 24, 2024, at approximately 8:00 am Eastern time (6.30 pm IST). You can read the letter here: berkshirehathaway.com/letters/letter… Looking forward to Saturday evening.
To enjoy 20 year compounding you’ve have to go through a 20% to 30 % drawdowns more than a couple in the journey. Volatility is the price you pay for wealth !
Vivek @Vivek_Investor
209K Followers 68 Following Behavioural Investing | Cycles | Patterns | Market History | Business models | Market trends.
Mohnish Pabrai @MohnishPabrai
211K Followers 950 Following Pabrai Funds, Dakshana Foundation, Dhandho Funds; author of The Dhandho Investor and Mosaic.
Ian Cassel @iancassel
255K Followers 606 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
Aditya Shah @AdityaD_Shah
106K Followers 653 Following Stock Advisor| Financial Planner |CFA charter holder|| Content Creator For enquiries email at [email protected]
Advait Arora @WealthEnrich
148K Followers 687 Following I share insights💡 on Wealth Creation thru Equity Investing 📶. I 💕 to ✍️ on : #Money💰 #Compounding🌿 #Stocks📊 #FinancialFreedom🏖🧭🏘🎉 & More
Investment Books (Dha.. @InvestmentBook1
109K Followers 644 Following The Sage of Investment Pages | Curious Creator | Passionate Investor | Tech-Savvy | Book Lover Currently Reading - https://t.co/Lj1VW4qb17
Charlie Munger Fans @CharlieMunger00
79K Followers 4K Following Fan page & not the real Charlie Munger ☆ Together lets celebrate Munger 👌 Postings done by Anthony White
Arvind Datta @datta_arvind
60K Followers 2K Following Founder & CEO-Marigold Wealth Ex-Banker Risk Management Retail Assets, Credit Cards, Wealth Management FMS Alumni Guest faculty at B Schools
Gautam Baid @Gautam__Baid
144K Followers 365 Following PMS in India: https://t.co/VfkaWb3gub. India Fund in the US: https://t.co/hLWnq5Px9y. Book: https://t.co/BHLZ6Dju6w
Fundamental Blasters @FundamentalGems
130K Followers 110 Following Capital Markets | Personal Finance | Educator | Motivator | Entrepreneur | Thinker | Optimist | Strategist | No paid Services | Views are personal
Smart Sync Investment.. @SmartSyncServ
38K Followers 457 Following SEBI RIA No INA000007881| MissioN SMILE | Stock SIP| Smallcap & Microcap Advisory| All services: https://t.co/0Sh4DMGJVe
Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
William Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1B
Guy Spier 🇮🇱 �.. @GSpier
64K Followers 2K Following Father, Husband, Investor, Author & Optimist. My now: https://t.co/OD8KxFzlRB #FreeTheHostages #slavaukraini #IStandWithIsrael #RejoinEU Investor in Care Rating
Venkatesh Jayaraman @SuccessProject_
39K Followers 285 Following Individual Investor. Student for life. Writer: https://t.co/KOzSGiZKKM (Free) Author: Know To Say No, https://t.co/KG09eLlYtp
Dhruv Girdhhar @RichifyMeClubb
61K Followers 755 Following Posting Stuff on - How to Get Rich from a 9-5 Job, Personal Finance, Investing | No '21 Din Mein Paisa Double' Tips | Financial Infographics | Books | Memes
Sanjay Dutt @thesanjaydutt
34K Followers 1K Following Three decades in equity markets. Watching global financial markets & sharing general gyan. Comments on stocks are not recommendations. RTs not an endorsement.
Pritesh Jumani @Pritesh_Jumani
474 Followers 3K Following Ad tech, Data analyst, Sports enthusiast, FPL player! Views my own.
drankurkothari @drankurkothari
81 Followers 920 Following
Limoh @Limohenterp
20 Followers 100 Following
Kushal Chopra @kushalchopra51
41 Followers 310 Following
walthers @walmayo
468 Followers 2K Following aprendiendo de inversiones,analista e investigador y amante de un buen café ☕️
Venkat Pabbisetty @venkypabbisetty
267 Followers 406 Following enthusiastic about Investing,Finance,Fitness Retweets are not endorsements
Juan Seb. Eizaguirre @juanseiz
174 Followers 357 Following Inversión🏦Emprendizaje🏭No es Ganar o perder, es Ganar o Aprender📚 Por eso en la observación, la suerte es de los inteligentes
𝐆𝐞𝐞𝐯𝐬 .. @geevssupplies
384 Followers 8K Following 𝐒𝐮𝐩𝐩𝐥𝐢𝐞𝐫 𝐨𝐟 𝐒𝐭𝐚𝐭𝐢𝐨𝐧𝐞𝐫𝐲, 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐄𝐥𝐞𝐜𝐭𝐫𝐨𝐧𝐢𝐜𝐬,𝐂𝐨𝐦𝐩𝐮𝐭𝐞𝐫 𝐂𝐨𝐧𝐬𝐮𝐦𝐚𝐛𝐥𝐞𝐬 𝐚𝐧𝐝 𝐆𝐞𝐧𝐞𝐫𝐚𝐥 𝐈𝐭𝐞𝐦𝐬.
Oksana @zhangsa88178271
121 Followers 1K Following
Gaurav Thombare @GauravThombare7
29 Followers 602 Following
Hari Prasath @financebyhari
1 Followers 26 Following
Vijay @Selvaraj_vj
21 Followers 297 Following
Carol @wtwt_kjkuk
104 Followers 2K Following As long as you don't evade and shrink back, the applause of life will finally ring for you.
Ashish @Ashishm1972
28 Followers 309 Following
Hugo Stack @HugoStack
3 Followers 61 Following
Siva Anudeep @nothing42329
3 Followers 22 Following
Prashant Mishra @Prashan07182111
11 Followers 227 Following
Randy Sanders @randy86086
112 Followers 906 Following
Outseek @outseekdotca
3 Followers 21 Following Providing investors with freedom to view the financial data they need, in the way they want.
Quân Hoàng @quanhoang2612
91 Followers 973 Following
Jamie Oney @oney_jamie
7 Followers 66 Following
kolala @kolala61731229
19 Followers 76 Following
Jubel Johny @JubelJohny
58 Followers 226 Following
erik @eveittia
32 Followers 90 Following
tek1z @tek1zz
148 Followers 253 Following
brijesh sawant @brij12s
124 Followers 2K Following
Kevin Cheung @ch36775216
29 Followers 201 Following
Gabriel Asselin @Gabass03
0 Followers 18 Following
Chamkaur Singh @Chamkau84623938
57 Followers 1K Following
gibs @dm63719143
32 Followers 248 Following
Vojta Procházka @vojta_prochazka
33 Followers 782 Following
Prakhar Soni @prakhar5590
22 Followers 68 Following
MTutzer @BelfortMT
11K Followers 1K Following Markets are never wrong, opinions often are / Economista / Msc. Digital Business / Opiniones, no recomendaciones /
Ray B. @rbustami
62 Followers 249 Following
Huntr321 @Huntr3211
203 Followers 2K Following
Jonathan Thomas @JonathanT313
5 Followers 27 Following
Raven | Multimilliona.. @Ravenconnelly
0 Followers 918 Following
Jorge Financial @Tomas8Jorge
597 Followers 7K Following Investments, Stock Exchange, Dividends, Portfolio Management, Dividend Growth, Business, Passive Income, Value Investing
Th3_Unit @TH3_UNIT
780 Followers 5K Following 🕉️🌍 Here for banter,good people,learning,experiences,beer | Working in the Salesforce Ecosystem, focus on Services Delivery ⬆️ (PMO PM RevRec) Like||RT ≠ +
Sumit @AquirerX
4 Followers 58 Following
Mark Harvey @thepowerfulHRVV
280 Followers 3K Following #bitcoin | Engineering and Finance Background | Technology Analysis and Investing | Macro | Views are my own
Bharathi🇮🇳⚓�.. @Mr_Bharathi95
52 Followers 148 Following Seafarer. Love Sadhguru, Osho, Mountains,Classical music, pop music. Fan of Annamalai.K
Sharen McCabe @sharenmccabe
413 Followers 2K Following devotee of #mccabespharmacy staff who every day make life a little better for people. #dublinsupporter #health
Kaan Gücüoğlu @kaangucuoglu
48 Followers 219 Following
Pietro Marino @PietroM16089676
23 Followers 44 FollowingOn loop ❤️ Friendship, Partnership , Humanity Personified ❤️ @dmuthuk @safalniveshak @FI_InvestIndia @connectgurmeet @sidd1307 @rndx1 @AI_Feb21 @aditya_kondawar @ravidharamshi77 @VJ_Rabindranath @unseenvalue This should be on everyone’s TIMELINE🎯
“Hi, my name is Andrew and I’m wondering if you had more day with Charlie, what would you do with him?“ The most poignant question of the day came from a child. Buffett’s answer eulogized Charlie and sprinkled fabulous life advice throughout. “[Charlie and I] never had any…
If you don't listen to this podcast, "you are a damn fool," to use a Mungerism. "Charlie made it look so easy. It was almost as if he was born with the understanding of these concepts at birth.” Todd Combs - Charlie Munger's Legacy, May 3, 2024 podcasts.apple.com/us/podcast/val…
Todd Combs: "Charlie Munger would always talk about being long-term greedy versus short-term greedy. And that you're far better off finding that one compounder versus 20 cigar butts — where you have, as he would say, three decisions [to make]...…
Michael Mauboussin Index 150+ Research Reports 50+ Articles, Presentations & Transcripts 50+ Videos 30+ Podcasts 600+ Books docs.google.com/spreadsheets/d…
From today's Omaha World-Herald: ✨ "Before he died, Charlie Munger spoke by phone with Warren Buffett from his hospital bed." ✨ "'It was a huge surprise to everyone,' Susie Buffett said of Munger's death. At first, she said, it was hard for her dad to even talk about it."…
Industry experts say Ajit Jain is arguably the most important person at the company after Warren Buffett. Here’s why: on.ft.com/4bjzTvV
This is Joe Dispenza. A world-renowned neuroscientist. He teaches people how to brainwash themselves into thinking on a higher level. Some say he's a fraud & supernatural. Here are 10 of his insights that shifted the trajectory of my life (and will do the same for you):
Jerry Seinfeld on why he still works hard: "Because the only thing in life that's really worth having is good skill. Good skill is the greatest possession. The things that money buys are fine. They're good, I like them, but having a skill - I learned this from reading Esquire…
Warren Buffett: "I don't go in to change managements. If you go into business with somebody who causes your stomach to churn, I say that's a lot like marrying for money. It's probably not a very good idea under any circumstances, but it's absolutely crazy if you're already rich.…
@VJ_Rabindranath DCF is only meant for businesses which are very predictable. Most businesses are not suitable for DCF. Worse you might think you know the value which is only a trajectory of valuation. Might as well dont use it.
@VJ_Rabindranath 💯 An investment decision should be based on business sense & key drivers to invest should be very visible. Should be a no brainer rather than esoteric assumptions put into a spreadsheet.
@VJ_Rabindranath Not knowing to do a DCF, should be considered a blessing then.
Berkshire Hathaway’s $354B investment portfolio will eventually be run by Todd Combs and Ted Weschler. FT ran the numbers on their performance under Warren Buffett: ▫️They now manage $27B of Berkshire’s $354B portfolio (~8% with Buffet managing the rest) ▫️+113% total return…
“So you're taking a few blows. That's the price for being in the arena and not on the sidelines. Stop complaining and be grateful.” — Steven Pressfield
Finally read about 2/3 of “The End of Accounting” on the plane. Can confirm that it’s an excellent book, even if the first 3 chapters may not seem so. The book picks up pace. It presents strong evidence and makes a persuasive case that modern accounting reporting is quite broken.…
Business travel edition of How it started …. how it’s going.
Warren Buffett wrote a Forbes article on what we can learn from Phil Fisher
Pulak Prasad's Nalanda Fund has 25 stocks in its portfolio valued at ₹40,200 Cr. Top 10 account for 71% of the value. Havells is the most valuable. Matrimony is the least valuable. Page is held for the longest (14 years) & has given biggest 82X return. 7 stocks failed (<10% RoI)
Some books I wish everyone read and internalized: Lessons of history (will and Ariel Durant) Upanishads (Easewaran translation) Path of least resistance (Fritz) Emerson’s collected essays Labyrinths (Borges) Bird by Bird (Lamott) Tao te Ching Titan (Chernow) Sidhartha (Hesse)…
Trends for United States
You might like
