Investing process
Checklists, screens, portfolio construction and how ideas are found.
44 posts
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- Investing process I Built a Claude Skill That Writes Equity Research Reports May 2026
1 Click to report
- Investing process The Study That Was Right About Everything — Except the Part Nobody Read Mar 2026
A nine-year audit of India's most important investment framework, and what it means for your portfolio in 2026
- Investing process 2025 year in review Dec 2025
Till Nov
- Investing process How I am Invested? Oct 2025
in 2025
- Investing process The Nine Box Investment Charter Sept 2025
A Framework for Investment Temperament
- Investing process How to spot Multi-bagger stocks! Jun 2025
key characteristics his firm looks for in potential multibagger stocks: Change in Management: A new, passionate, and driven management can unlock a company's potential and change…
- Investing process Passive Aggressive Investor Mar 2025
New approach
- Investing process Simple or Intricate Mar 2025
Sen no Rikyū (1522–1591) is famous for creating the wabi-cha style of Japanese tea ceremony, which is all about simplicity and finding beauty in everyday things. Instead of using…
- Investing process Small is Beautiful Feb 2025
The Extraordinary Power of Investing in Tiny Companies
- Investing process Wealth Creation Studies Jan 2025
Summary in 24 minutes
- Investing process 10 Awesome ways to beat CLC Nov 2024
In this video we discuss how to beat Cost of Living Crisis (CLC) using 10 awesome
- Investing process The 2 hour Investor Sept 2024
I have two sections in portfolio Build - This portion is long term to medium term oriented comprised mostly of Broad index ETFs, Mutual funds and very selective individual…
- Investing process AI for Investing Aug 2024
Use of Artificial Generative Intelligence AGI is increasing at astonishing speed, personally I think this is one most fundamental game changing catalyst for human productivity…
- Investing process How did I invest during Covid in 2020? Aug 2023
Covid has become a bad memory, thank god for it. In investing, we hear - Buy when there is blood on the street and to be greedy when others are fearful. Covid was a perfect…
- Investing process Get ready to make next 200% in tail stocks Oct 2021
One of the perennial problems of value investors like me is my urge not to pay up , while the world is different now to the one when I started picking up 20 percent annual growers…
- Investing process 5 years of Score Card May 2021
A friend suggested to keep track record of companies bought and researched didn't knew that small request would age into 5 years Some hits and missed but overall faith in active…
- Investing process The small investor's edge Oct 2020
Back to my first ever post small is BIG Over last decade I saw in front of me power of small investors. Small investors are often ahead of institutions This got me thinking how we…
- Investing process 75 hidden gems Article Feb 2018
Recently I wrote an article for special edition of Indian Economy and Investing - 75 Hidden Gems This is reproduced for you below. I am long on stock not traded in last 90 days…
- Investing process Actions speak louder than words ! Jan 2017
In a recent interview with Guru Focus ,value investor Rohit Chauhan pointed out very important points regarding approaching equity investing. One of the points which stood out for…
- Investing process Using secondary Information Jan 2016
Using secondary information is one of the best sources to top up our investment hypothesis, I have previously written on it here & here . One of the best sources of secondary…
- Investing process Don't buy and forget Dec 2015
Warren Buffett is one of most misquoted [in terms of context] investment gurus of our times. What happens when we are given below advise ? “Only buy something that you’d be…
- Investing process The edges of being a salaried Investor Sept 2015
Bored with your job ? Sick of taking orders all day ? You are not the only one who is thinking of becoming full time investor, but before you take the plunge, I want to persuade…
- Investing process True Diversification Sept 2015
Why do we add a new security to our portfolio ? To reduce risk and ensure not all our eggs are in same basket, the underlying thought process is if stock A doesn’t do well at…
- Investing process Periodically review your portfolio Sept 2015
Assessing and reviewing your portfolio is critical to be on top of your positions, While till today I have not found any structured way to go about it, What has helped me to think…
- Investing process Create an Investing checklist May 2015
Invest in creating an Investing checklist as it can save you from making fatal investment mistakes in life Charlie munger said, “You need a different checklist and different…
- Investing process Don't apply scuttlebutt like this Apr 2015
My mistakes have been one of most important sources of my learning, See some stuff here Today let me give you another example from my personal experience for you In year 2010, I…
- Investing process Did the Peter Lynch Screener worked ? Mar 2015
Did the Peter Lynch Screener worked ? In June 2014, I created a stock screener after re reading ‘One up on wall street’ by Peter lynch. You can read the old post here now lets…
- Investing process How to read annual reports Jan 2015
“When asked how he became so successful in investing, Buffett answered: ‘we read hundreds and hundreds of annual reports every year.” An annual report in many cases is a…
- Investing process Use brokerage reports to gain insights Jan 2015
It has become fashionable for investors to slay brokerage reports and broking community as whole, while there is no denying fact that sell side analysts often have incentives to…
- Investing process How to determine size of bet ? Nov 2014
There are two schools of thoughts lets contemplate over them Balanced diversification Rohit Chauhan – On his blog [Emphasis Mine] My bet or size of the position is generally 2% or…
- Investing process Imitation is the sincerest form of flattery Oct 2014
Imitation is the sincerest form of flattery - How cloning an indian value investor would have made you tankrich!!
- Investing process Ready to Shop stocks ? Oct 2014
Are you shopping stocks ? My previous video post “Selection by Rejection” was inspired from the learnings in “Beating the Street” by Peter Lynch Why retail stocks ? Easy to…
- Investing process Select stocks by rejecting Oct 2014
Charlie Munger said Invert always invert, while selecting investments use powerful rejection criterias to remove unwanted research. In this video we show how by spending less than…
- Investing process Learn top down Investing Jun 2014
Top down investing is one of the methods used by investors to identify opportunities. What is top down analysis - read this investopedia link to familiarize yourselves with this…
- Investing process How to select stocks like Peter Lynch ? Jun 2014
Peter Lynch deserves a place in the hall of fame with his average returns of 25+% per year during his 13 years tenure at Fidelity Magellan Fund. In one phrase his investment style…
- Investing process Where is one of India's oldest Value investor is Investing ? Mar 2014
Above are the companies that Parag Parikh's PPFAS Mutual Fund is invested in, the graphs shows percentage allocation of portfolio in these companies compiled based on fact sheet…
- Investing process Is predicting winners in stock markets possible ? Jan 2014
In our last few posts we have discussed about India’s fastest and most consistent wealth creators in last decade. In today’s post we back test stock predictions made by Motilal…
- Investing process India's Consistent & Fastest Wealth Creators Dec 2013
Happy New year , Last post this year a few interesting info graphics Most consistent wealth creators | Create infographics Fastest and Consistent wealth creators |
- Investing process Identify - 10 investment ideas in 60 minutes Jun 2013
Circa 2011 In investment lexicon smart money is referred to as institutional money of foreign financial institutions (FIIs) and domestic financial institutions (DIIs) which is…
- Investing process Investing Tricks from Tr - Guru Jun 2013
If you are reading than give yourself a pat on back, you have chosen to be master of your finances. Life or Investment we should always know three fold answers to Why we are doing…
- Investing process The most amazing way of finding new stock ideas - PP !! May 2013
One day while waiting in a hotel lobby for a conference on capital markets Freida bumped into me. "Hey how are you doing " , I am rocking as usual - You say, What have you been up…
- Investing process The ten pointer Investment map for smart Investor May 2013
Here is a simple guide to Investments – One page flyer – yes you got it right – A one page Investment guide. Why one pager? A. As most of complex things in life are actually…
- Investing process Check before you buy :) Jan 2013
Sometimes your favorite websites might not be the bet when it comes to buying, For example other day I was looking to buy Thinking Fast and Slow (Paperback) by Daniel Kahneman .…
- Investing process small is BIG Jan 2013
Tankrich as an idea has been growing in mind aspiring to come up ever since I stopped spamming people’s inbox’s with stock ideas :D One of the shortcomings I felt growing as a…