Month: August 2023

How did I invest during Covid in 2020?

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 example to evaluate what you actually did

Three years have passed and I thought it will be a good exercise to see if it’s easy to do the right thing when there is madness all around

A glimpse of the madness

Nifty dived close to 40% from 11,000  in the space of days, this is such a rare event that it’s difficult to think about it let alone stomach it

What was one of my first decisions –  I need to protect profit in one of my big profit positions Suven Life Sciences, My rationale was

Life science component though close to Mr. Jasti’s heart, it is pure play speculative bet and tough to put a valuation figure while the pharmaceuticals component is something the management may get rid off and then at ~INR 4500 crore market cap was richly valued

In hindsight this was not a great move as Suven Pharma went on to become stronger and stronger, I course-corrected and later recreated this … Read the rest

What can derail your momentum?

In 2014 I wrote, The 21 success principles – it is 2023 and they have stood the test of time

Today I wanted to share things that can derail your momentum and stop you from achieving your best

  1. Easy Money can blindsight you and will force you to stop working on yourself, try and avoid this trap
  2. Remaining in your comfort zone will limit your growth
  3. Doing things cause everyone is doing it, this is a sure shot way to live a miserable life
  4. Chasing the fad – Never works
  5. Health – be vigilant to not neglect it
  6. Bad habits – like eating junk, gambling they form easily and become a lifelong bane
  7. Real friendship is rare treasure it, In life most folks would be fair-weather friends know this
  8. If you are employed, better plan your career otherwise you are going to get a rude shock in 10 years
  9. if you don’t learn, you can’t get ahead in any sphere of life
  10. Learn to communicate or you would be paid less than your worth
  11. if you avoid hard things in life – Exercise, Transparent conversations and soon your life would be hard
  12. Average days would become Average months that would
Read the rest