mrjivraj

10 ms·

1.
by mrjivraj 3mo ago
+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 leadership positions tend to focus only on incremental improvements.
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by mrjivraj 5y ago
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 offered by the market. 2) Provides Time Diversification.
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by mrjivraj 5y ago
Working on my Investment Scorecard: https://docs.google.com/spreadsheets/d/1tBrZEMFK9XNWxiqOxE8o...
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by mrjivraj 5y ago
I invest. I share more about it here. https://playingfordoubles.substack.com/p/invest-like-a-vc-in...
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by mrjivraj 5y ago
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.
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by mrjivraj 5y ago
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-cloning-c...
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by mrjivraj 5y ago
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 disclosed their own purchases, you'
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by mrjivraj 5y ago
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 freedom. I think more people would hit t
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by mrjivraj 5y ago
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 find the best stocks you can and let the
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by mrjivraj 5y ago
Newsletters like Substack?
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by mrjivraj 5y ago
Been working on codifying my investment strategy: https://docs.google.com/spreadsheets/d/1tBrZEMFK9XNWxiqOxE8o... You can read more here: https://playingfordoubles.substack.com/p/invest-like-
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by mrjivraj 5y ago
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.
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by mrjivraj 5y ago
thanks, i will look that up nonetheless.
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by mrjivraj 5y ago
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. I write an investment newsletter ( https://playi
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by mrjivraj 5y ago
100 lol.. I think i have printed probably about 30 so far, 2 pages per sheet + double sided so 4 on a page
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by mrjivraj 5y ago
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 learning about interesting things. There were a few articles
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by mrjivraj 5y ago
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.
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by mrjivraj 5y ago
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 investments this granularly. Just because we ca
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by mrjivraj 5y ago
that's cool - do you write about it anywhere?
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by mrjivraj 5y ago
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 close friends and family. One une
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by mrjivraj 5y ago
I hacked together this spreadsheet to help me better visualize my investments in a different manner: https://docs.google.com/spreadsheets/d/1tBrZEMFK9XNWxiqOxE8o... Been contemplating whether to leverage no-code t
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by mrjivraj 5y ago
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 ?...
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by mrjivraj 5y ago
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 difference doesn't matter much. The last one is actuall
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by mrjivraj 5y ago
i also find writing helps clarify thought
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by mrjivraj 5y ago
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 benefits of diversification but also a decent expected value.
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by mrjivraj 5y ago
Not sure whether this meets your "definition of a tool" but I started tracking my investments publicly a couple of years ago here https://docs.google.com/spreadsheets/d/1tBrZEMFK9XNWxiqOxE8o... The Googl
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by mrjivraj 5y ago
Thanks Angus! Btw, I noticed you used to work at Opera. As you might have seen on the sheet, I recently invested in them. I'd welcome the opportunity to hear your perspectives on the company. Would you be open to a brief chat about the
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by mrjivraj 5y ago
All cells with green background have black text. Are you just referring to the default white cell background that google sheets have?
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by mrjivraj 5y ago
I am a fan of the Coffee Can Portfolio. The idea of a Coffee Can is simple: You try to find the best stocks you can and let them sit for years. You incur no costs with such a portfolio, and it is simple to manage. I share mine here: https
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by mrjivraj 6y ago
why do you dislike pinterest results?

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