Stay Invested

Please use the opportunity to move out of the low-quality companies into high-quality companies.
— Moneyspinners - Work Hard, Dream Big!! (@Jai0409) May 18, 2022
ISGEC-A leader in heavy industries
— Moneyspinners-Work 4UR Dreams (@Jai0409) March 13, 2021
A quality company's mgmt possess character to fight out headwinds faced by business&market for a long period of time.
PLI scheme to boost India's production by $520 bn in next 5yr
It is the time now to benefit from upcycle
Disc-invested@289 https://t.co/BhK9i5JE01 pic.twitter.com/vNeABDtVd5
KPIT - Major wave 2 is in progress, will hold it with stop loss 555!!
— Moneyspinners - Work Hard, Dream Big!! (@Jai0409) April 15, 2022
cheers https://t.co/VykwxWxLpb
I'm increasingly interested in the idea of "personal moats" in the context of careers.
— Erik Torenberg (@eriktorenberg) November 22, 2018
Moats should be:
- Hard to learn and hard to do (but perhaps easier for you)
- Skills that are rare and valuable
- Legible
- Compounding over time
- Unique to your own talents & interests https://t.co/bB3k1YcH5b
People talk about \u201cpassive income\u201d a lot but not about \u201cpassive social capital\u201d or \u201cpassive networking\u201d or \u201cpassive knowledge gaining\u201d but that\u2019s what you can architect if you have a thing and it grows over time without intensive constant effort to sustain it
— Andrew Chen (@andrewchen) November 22, 2018
Things that look like moats but likely aren\u2019t or may fade:
— Erik Torenberg (@eriktorenberg) November 22, 2018
- Proprietary networks
- Being something other than one of the best at any tournament style-game
- Many "awards"
- Twitter followers or general reach without "respect"
- Anything that depends on information asymmetry https://t.co/abjxesVIh9