Viewing profile — mrjivraj

+1 The best companies succeed because they are able to adapt to changing business environments and more importantly, to changing customer needs. Companies that lose their leadershi…

That's great. Let me know if you end doing so! Why Multiple coffee cans? A few reasons 1) As new money comes in, I build new coffee cans based on current circumstances and prices o…

Working on my Investment Scorecard: https://docs.google.com/spreadsheets/d/1tBrZEMFK9XNWxiqOxE8o...

I invest. I share more about it here. https://playingfordoubles.substack.com/p/invest-like-a-vc-in...

dunking on them? seriously? I literally had one line where I made a joking comment and then applauded their ability to clone and adapt. you may assuming cloning is a bad thing.

Cool - didn't know about that! But, yes Shameless Cloning Can Lead to Financial Success :) I actually wrote about it here: https://playingfordoubles.substack.com/p/shameless-clonin…

https://www.cnbc.com/id/218.html This reminds me of a study which showed that even if you bought the same stocks a month after Buffett and his holding company Berkshire Hathaway di…

I think that's absolutely doable. Not easy but doable. And for anyone thinking along those lines, I'd argue that the goal isn't to get to $1M/yr but rather to a place of financial …

https://playingfordoubles.substack.com/p/the-coffee-can-port... This article references something called The Coffee Can Portfolio. The idea of a coffee can is simple: You try to fi…

Newsletters like Substack?

Been working on codifying my investment strategy: https://docs.google.com/spreadsheets/d/1tBrZEMFK9XNWxiqOxE8o... You can read more here: https://playingfordoubles.substack.com/p/i…

Wow, that actually looks pretty cool. I wish they had physical distribution so that I can go try it out...doesn't seem like they do. But they do have a 30 day return trial.

thanks, i will look that up nonetheless.

Do you have a simple system to keep track of the notes you take? I ask because I also started taking notes, primarily because I want to write about some of the things I come across…

100 lol.. I think i have printed probably about 30 so far, 2 pages per sheet + double sided so 4 on a page

I sometimes fall into the trap of bookmarking interesting content but failing to go back to read it, especially long form content, although I find such content to be the best for l…

It's a similar paradox that today's DTC brands face, especially those selling digital products or consulting services. They usually have to give away a lot of IP upfront...for free…

Congrats to you as well! I'll look into powerbi - thanks for the suggestion. It sounds like you're using it to track your budget & net worth. I actually disagree with tracking my i…

that's cool - do you write about it anywhere?

Some of these have been pretty good: https://docs.google.com/spreadsheets/d/1tBrZEMFK9XNWxiqOxE8o... A couple of years ago, I started this spreadsheet to share my investments with …

I hacked together this spreadsheet to help me better visualize my investments in a different manner: https://docs.google.com/spreadsheets/d/1tBrZEMFK9XNWxiqOxE8o... Been contemplat…

ok so this is odd... after looking into it further, it shows up as black text on desktop but white text on mobile for some reason ?...

Yeah, I tend to update regularly, usually within a few days unless i am super busy for some reason. But since these are meant to be held for a minimum of three years, so a few day …

i also find writing helps clarify thought

Thanks. Yes, I believe that many investors are in a hurry to concentrate their investments. I prefer taking a large number of bets with high upside potential, thereby getting the b…