Public media discourse hardly speaks about some aspects, we like to call them uncommon sense in investing. In our musings here, we present our take on some of these and attempt to critically analyze a few narratives that unintentionally misguide investors.
We like to build a repository of mental models that one can apply across domains, and contexts. Continuous learning in the quest to become a better version is something we are very serious about. Our world view on investing isn't necessarily unique but is independent.
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None of the content here constitutes investment advice since it is not specific to an investor context. The focus is on the investment process and on understanding Indian businesses through real examples, not on stock recommendations or specific investment products.
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October 30, 2022