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 look into the various aspects to consider when identifying your stock picks, which I described conceptually in my post on investment checklists. The sources for financial data are the annual reports and screener.in, those for the industry analysis are various reports available online. Disclaimer: I currently own the stock and therefore more than likely to be biased. Persistent Systems Introduction This is

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The stocks investing checklist

This is a follow on post to “Why we fail” that examines the reasons we fail, in general and investing in particular. This post suggests a simple yet powerful concept that will improve your investment process and therefore, performance over the long-term. Oct 30, 1935 Wright Airfield, Dayton Ohio: The US Army Air Corps was conducting a flight competition to build the next-generation long-range bomber. Based on early evaluations, Boeing’s aluminium alloy model 299 was expected to come out ahead by a distance compared to those of competition. The Model 299 could carry five times as many bombs as the army had

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