1 Comment
deletedJan 6
Comment deleted
Expand full comment

Rakesh Jhunjhunwala once said a very interesting thing, he said that when you start and look at the horizon it seems so far & difficult to reach; but when you reach it, you realize that there are so many more horizons ahead.

Same goes with stocks, I think we as investors starts with a certain view of say 3-5 years, but that does not mean that by the end of 3-5 years we will exit, because at each passing year our horizon keeps expanding to next 3-5 years and that is only how one can hold onto a stock for very long periods of time.

If you read my original research on Tips, I had stated that I believe that Tips could be a billion dollar company in medium term and that confidence have only increased over the years. And at that point it will be a 20 bagger and then would require a eval from a fresh perspective of where it can be headed.

What has happened in the past is a sunk event and is of very low relevance for what is about happen in the future.

On sharing articles etc, I had that idea once but I realized that i would only be adding more noise. The real value is when I can share insights from all the readings that I do in a concise manner and that's the whole framework around Weekly Insights.

Expand full comment