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.