Deep Dive Into Value Investing And Margin Of Safety
Deep Dive Into Understanding of Value Investing, Valuation Comfort and Margin of Safety Greetings from Strategic Alpha!!!! Dear Tribe Members, “No matter how wonderful a business is, it’s not worth an infinite price. We have to have a price that makes sense and gives a margin of safety considering the normal vicissitudes of life.” Charlie […]
Joys Of Compounding By Gautam Baid
Key Learnings and Lessons from the Book ‘Joys of Compounding by Gautam Baid’ Gautam Baid grew up in India and then moved to the USA. He served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as a senior analyst in their healthcare investment banking teams. He then worked as a […]
Second Level Thinking
It is important to have what is known as second-level thinking in order to succeed in investing. First-level thinking is simplistic and easy. It is also superficial. Many first-level thinkers don’t know what second-level thinking is. The difference between first-level thinking and second-level thinking will be clear with some examples. Examples of second level thinking […]
SAIL – Already a 6 Bagger, What’s Next?
A Candid discussion between Ravikant Bhatt and Suyog Dhavan. All celebrity Investors Have Created Fortunes for themselves by extracting maximum upside potential from a potential multi-bagger. This is what differentiates a super successful investor from a normal investor. Strategic Alpha Youtube Channel is Highly Underrated I Believe. Can I See 2000 Subscribers happening Soon? I […]
Economic Bubbles
A bubble is an economic phenomenon that features a significant rise in the market value of assets. The price of the asset greatly exceeds its intrinsic value. It can be related to commodities such as agri-commodities, metals, precious metals, etc. It can also relate to stocks, currency, or debt. The cause of bubbles can be […]
Lessons to Learn from Warren Buffett’s mistakes
Every investor, including legendary investors, makes mistakes. Warren Buffett, the legendary investor, has quoted ‘It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes.’ Some of Warren Buffett’s mistakes and the investing lessons are as follows: Investing in Tesco Warren Buffett bought Tesco, a British retailer, in 2006 and kept […]
Behavioral Biases In Investing
Behavioral biases are irrational beliefs or behaviors that can unconsciously influence our decision-making process. Markets are largely driven by potentially irrational humans, each with their own behavioral biases. Stock picking is just a part of investing. Another aspect of investing is poor behaviors and biases, which would cause investors to lose money in stocks. Recognizing […]
Investing Is Simple But Not Easy!
‘Investing is simple, but not easy’ is one of the quotes of Warren Buffett. Investing is simple. You have to make the buying decision right and be patient for a few years depending on your time horizon. But, it’s not easy. One reason why it is not easy is that in a lot of cases, […]
Super Investors: Mohnish Pabrai, His Journey and Lessons from the Book Dhandho Investor
Mohnish Pabrai’s Journey and Lessons Mohnish Pabrai, a very successful investor, is the Managing Partner of Pabrai Investment Funds. The Fund started in 1999. His only Equity Fund has outperformed the Benchmark Indices for many years. As of April 2021, Pabrai Investment Funds managed a total of $636.8 million in assets. Here are some key […]
How To Find Multibagger Stocks?
No stock is specifically created to be a multibagger when it first enters the market. There are some traits and signals that eventually make it a multibagger. Identifying multibagger stocks can be challenging, and before you understand that, you should know what actually turns a stock into multibagger stocks. Are there any specific characteristics of […]