Buffett to BloggingJana Vembunarayanan

Buffett-Lynch Bug

In 2006, I was bitten by a bug called Buffett-Lynch. After reading couple of books, I thought becoming a millionaire is very easy.

But wait tells John Bogle

In the long run more than 90% of the actively managed funds underperform the stock market. indexes.

Buy low cost index funds

Buy index funds and get market returns with a broadest possible diversification at tiniest possible costs.

Buffett agrees

By periodically investing in an index fund, the know-nothing investor can actually outperform most investment professionals. Paradoxically, when ‘dumb’ money acknowledges its limitations, it ceases to be dumb.

Few lessons from indexing

From 2006, I started buying index funds. In the process, I learnt few key lessons (1) power of compound interest (2) stay the course; long term thinking (3) dollar cost averaging (4) cost matters.

Enters Prof. Sanjay Bakshi

In 2011, I read a post written by Prof. Sanjay Bakshi titled Vantage Point: 8 Points of view for evaluating a stock. I was blown away by the analysis and his use of mental models. It unlocked few channels in my brain.

Enters Prof. Sanjay Bakshi

Like a kid in the candy store, I read all the posts written by Prof. Bakshi. Then I started reading all the books recommended by him.

Charlie Munger and Mental Models

In the process, I discovered Charlie Munger, the man behind Warren Buffett. I was sucked into his idea of multidisciplinary thinking. All the wisdom in the world is not to be found in one little academic department. That would be a disastrous way to think and operate.

Learn to write and write to learn

In the quest of acquiring worldly wisdom, I started reading one book every week. In order to learn things deeply, I wrote my first blog in 2013. Last week I wrote my 163rd.

Value Investing - A means to an end

From 2012, I started buying individual stocks. Around 30% of my portfolio is made up of individual stocks. And the remaining 70% is indexed. I still have the Bogle bug in me. To me value investing is just a means to an end. What is the end?

Lifelong Learning and Sharing

Stock picking is a narrow art. To be successful one needs to synthesize ideas from several disciplines. And it requires lifelong learning. Also by blogging I am deepening my learning and at the same time sharing my knowledge to others. Sharing is caring. I enjoy the process of lifelong learning and sharing.

Thank You