First post

In this blog, I’ll write about various investment ideas that I may be exploring.  I consider myself a bottoms up value investor; but I am also interested in macro and investor psychology.  It’s difficult to have high conviction on the macro front, but I it’s a useful exercise to form an opinion.

Important ‘About-me’ disclaimer:  I often fantasize being a star investor writing quarterly letters to clients à la Jeremy Grantham and Howard Marks.  Part of the purpose of the blog is to develop stock-specific as well as ‘big picture’ insights, and communicate them effectively.

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