Blogs

World lost one of the greatest investors - Charlie Munger. We start our session reviewing some of the lessons from Charlie. Then we dig deeper into macro, my portfolio and individual stocks - NVDA-UB...

Started the session with macro discussion. The hot topic is downgrade of US credit rating. Earnings season continues. So we will review earnings from The Trade Desk, Disney, Coupang.

This was a very busy week both at macro and at micro level. On the macro side, we had FOMC sharing their next move on Fed interest rates On the micro side, we had many companies reporting earnings . ...

This session divided into 2 main parts : 1) In the third episode of the investing journey, we discuss how to stay married to the stock that you bought and finally when to sell the stock. In the secon...

We are in the midst of earnings session, so will go through some notable earnings of the week - Netflix, ASML, TSMC and Tesla. The other big topic is the continuation of the "Investing Process". In ...

First big topic up for discussion is how to get started with investing. Lot of newbie retail investors are in a dilemma about how to take the first step. So, we spent 30-45 minutes going through the p...

Main topic for today's discussion is Wheel strategy used by most option traders. We will dig deeper into what this strategy is, how to use different flavors of this strategy to build portfolio and red...

Palantir recently completed its AIP conference and we will dig deeper to understand what Palantir customers presented in that conference. We will also spend time on the IP Market, FOMC reaction and g...

Two main topics for this discussion. First will review why India could be 'China of 1990s' and could become the next destination for western countries for manufacturing / investment. Then we will div...