Adith Victor @adithvictor

investing Joined October 2011

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Adith Victor @adithvictor

3 years ago

A beautiful post by @morganhousel. Reminded me of Warren Buffett's insistence on keeping an inner scorecard versus an outer scorecard fs.blog/the-inner-scor…

Morgan Housel @morganhousel

3 years ago

A beautiful post by @morganhousel. Reminded me of Warren Buffett's insistence on keeping an inner scorecard versus an outer scorecard fs.blog/the-inner-scor…

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Many will disagree with me on this. I’ve said that VC is not an asset class. It’s not investing (it’s a great discovery mechanism. At later stages, with more data, it's investing. So some have described VC portfolio as basket of options. Have some thoughts on this…

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Mostly Borrowed Ideas @borrowed_ideas

3 years ago

9/10 Investing is my lens to understand the world. It isn't a comprehensive lens, of course, but this is perhaps as good as it gets to figure out how the world works. The last couple of years market has been anything but boring.

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Mostly Borrowed Ideas @borrowed_ideas

4 years ago

11/ this is basically what I do.

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Tyler Tringas @tylertringas

5 years ago

There's a growing quiver of tools for new fund managers to deploy innovative investment strategies, but it can be confusing for investors. Let's go over: 1/ rolling/subscription funds 2/ syndicates & SPVs 3/ crowdfunded GP equity

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10-K Diver @10kdiver

4 years ago

Beta is a measure of short-term volatility, not long-term risk. Low beta can be low risk. Low beta can be high risk. High beta can be low risk. High beta can be high risk. All 4 are possible. From Buffett’s 1993 and 2011 letters:

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10-K Diver @10kdiver

4 years ago

The dangers of blindly following rules without understanding *why* they're there: (From Charlie Munger's masterful talk, The Psychology of Human Misjudgment. Source: Poor Charlie's Almanack)

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Thomas @TWaschenfelder

5 years ago

A trick I learned from @naval to get rid of envy: If you are going to be jealous of someone, you must be willing to swap your *entire* life for theirs. You can’t cherry-pick the aspect of their life you want. You must give up *everything* you have and know. Not interested.

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Shane Parrish @ShaneAParrish

5 years ago

Superpowers you can have: - Ability to change yourself & your mind - Not taking things personally - Not needing to prove you're right - Careful selection of all relationships - Staying calm - Being alone without being lonely - Being ok being uncomfortable - Thinking for oneself

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10-K Diver @10kdiver

5 years ago

21/ Buffett habitually thinks like this. His hurdle rate for stocks is around 15% per year -- that's a doubling every 5 years. Early in life, he realized that if he could keep this up for 80 years or so, he would double his money 80/5 = 16 times.

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10-K Diver @10kdiver

5 years ago

30/ As Munger puts it (source: Poor Charlie's Almanack, the chapter on elementary worldly wisdom):

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Orange Book 🍊📖 @orangebook_

5 years ago

Being well-learned is about reading a lot. Being independent-thinking is about self-reflecting a lot. Being clear-minded is about giving your mind a lot of silence. Read, write, rest.

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Evan Moore @evancharles

5 years ago

On 5/29/13 (my birthday!), I filed to incorporate Palo Alto Delivery Inc., later renamed DoorDash Inc. It's mostly not my story to tell. But I'll share a bit today about how it started. My goal is to give aspiring entrepreneurs a window into one founding story.

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Patrick OShaughnessy @patrick_oshag

5 years ago

The @Spotify year end summary is one of the most fun things any consumer company does Great variety of data points (how much you discovered, how you stacked up to others, your favorites, etc) Fun to reflect, impossible not to discuss and share. Smart as hell.

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Orange Book 🍊📖 @orangebook_

5 years ago

Time to think is the ultimate privilege.

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Value Investor Journal ® @VJ_Rabindranath

5 years ago

Here is part of the tradeoff with diversification: You must be diversified enough to survive bad times or bad luck so that skill and good process can have the chance to pay off over the long term. -- Joel Greenblatt

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The Stoic Empire @TheStoicEmpire

5 years ago

Judge each day by the improvements you sow, not the success you reap.

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Orange Book 🍊📖 @orangebook_

5 years ago

You either learn to be humble, or life teaches you how to.

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Return on Capital @CapitalTalk2

5 years ago

8/ 4. I enjoy life more. Red days don't get me down. Green days don't make me giddy. I feel more composed as an investor and I dedicate more time to reading and thinking. As Keynes said, "go out and live."