Category
A collection of research and analysis created to document what I've learned, challenge my thinking, and share insights with others.
9 posts
Portfolio
(Part 9) : Decoding Warren Buffett's 5-decades of Wisdom. Did Buffett only succeed because he was in America? An honest look at USA's real advantages, Indian proof points, and why India today may be your edge.
Portfolio
(Part 8) : Decoding Warren Buffett's 5-decades of Wisdom. CFA vs the Buffett-Munger approach to investing — what each actually teaches, why finance gets so complicated, and which path fits you.
Portfolio
(Part 7) : Decoding Warren Buffett's 5-decades of Wisdom. Does financial news actually matter for long-term investors? A simple guide to real primary sources — exchange filings, con calls — and a workflow to use them.
Portfolio
(Part 6) : Decoding Warren Buffett's 5-decades of Wisdom. Six common confusions beginner investors face — Buffett vs Munger's roles, news vs annual reports, picking an industry, and what to do when everything looks expensive.
Portfolio
(Part 5) : Decoding Warren Buffett's 5-decades of Wisdom. Fact-checking Buffett's valuation formula, plus 3 underrated ideas from his letters — look-through earnings, the EBITDA ban, and the institutional imperative.
Portfolio
(Part 4) : Decoding Warren Buffett's 5-decades of Wisdom. Should investors follow financial news or stick to primary sources like annual reports? Here's how Buffett actually splits his reading time.
Portfolio
(Part 3) : Decoding Warren Buffett's 5-decades of Wisdom. Why Buffett's simple valuation method and Wall Street's complex models aren't competing — they're built for two different games entirely.
Portfolio
(Part 2) : Decoding Warren Buffett's 5-decades of Wisdom. How Warren Buffett actually calculates intrinsic value — the exact formula, discount rate, and margin of safety explained simply.
Portfolio
(Part 1) : Decoding Warren Buffett's 5-decades of Wisdom. A decade-by-decade summary of Warren Buffett's shareholder letters, 1977–2025 — his biggest lessons and mindset shifts in one place.