April 16, 2017
by calminvestor
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What investors can learn from Bezos’s 2017 letter to shareholders

The mighty who fell: too big to succeed Levi Strauss, Eastman Kodak, Caterpillar, Heinz, American Express, Procter & Gamble, Compaq, Blackberry. Just a sample of companies, all legendary, that at some point, saw their growth stall, their market caps decline and their … Continue reading

April 2, 2017
by calminvestor
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The Calm Investor turns 3 & The best of 2017

It’s been three fantastic years since I started The Calm Investor, to share nuggets from my experience and reading about investing in equities, biases in our thinking, work and life in general. Sitting down to put together a post to summarize … Continue reading

March 13, 2017
by calminvestor
6 Comments

The power of compounding and how it applies to a better life

“What if you didn’t define wealth by money, success or satisfaction, but simply by the number of great people in your life?” A question put forth by Peter Attia, M.D. in his podcast “How to live a longer, higher quality life” … Continue reading

February 7, 2017
by calminvestor
1 Comment

10 insights from HBO’s 2017 ‘Becoming Warren Buffett’ we hadn’t heard before

HBO released a documentary ‘Becoming Warren Buffett’, on the legendary investor earlier this year. It’s an almost intimate portrait of the most-quoted investor in the world. Worth the 1h 28mins. And summarized below, some of the more insightful  (and less often … Continue reading

January 20, 2017
by calminvestor
6 Comments

TCI Investment Note: Persistent Systems

This is a post with a difference. For the first time on this site, I’ve tried to articulate my thesis for a specific stock. Note that this is not a recommendation to buy or sell this stock but more a … Continue reading

December 21, 2016
by calminvestor
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Everybody’s doing it

In one of his memos at Oaktree Capital, Howard Marks refers to the market as a pendulum swinging between greed and fear. That at any given time, the pendulum i.e. the general consensus tends to be either too greedy or too fearful, and … Continue reading

December 14, 2016
by calminvestor
2 Comments

Beware advice from the successful

Survivorship Bias OR How a mathematician helped win a war In 1942, in the middle of the bloodiest wars ever seen, the United States military, brought together some of the brightest minds borrowed from the top universities around the country and called it, … Continue reading

November 6, 2016
by calminvestor
3 Comments

Mean Reversion: The Value Investor’s secret weapon

  Successful Equity Investing To become an equity investor, you need three foundational elements: to tell a fundamentally strong company from one that is not based on it’s financial statements, it’s business model, and the dynamics of it’s industry to put those … Continue reading