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Is Investment a Marathon or a Sprint?
When it comes to investing, one common question stands out: is it a fast-paced race to quick returns or a slow, enduring journey? The truth is, investing isn’t just a financial decision — it’s a mindset. And like all great mindsets, it thrives on clarity of purpose and discipline over time. The Sprint Mentality In…
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Businesses – The Great, the Good and the Gruesome
When evaluating businesses, it’s essential to recognize which ones create lasting value and which ones struggle to stay afloat. Inspired by Warren Buffett’s insights, let’s break them down into three categories: The Great Business A great business has a strong competitive edge—what Buffett calls a “moat”—that protects its profits. This could be a globally trusted…
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Margin of Safety: An Engineering Perspective
“The margin of safety is always dependent on the price paid. It is available for absorbing the effect of miscalculations or worse than average luck.” — Benjamin Graham, The Intelligent Investor Source: https://www.sciencedirect.com Introduction I recently attended a seminar on compressors, where we discussed anti-surge control and its implementation through control systems. Compressors are critical…
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Striking Rate vs. Batting Average in Investing:
I was born in India in the 80s, so cricket has always been close to my heart. Like many, I grew up idolizing Sachin Tendulkar, praying he would stay on the pitch longer than anyone else. If Sachin got out, it often felt like India’s chances of winning were fading. He was a model of…
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Don’t Lose Your Thumb:
Everyone in life needs a teacher to learn and thrive. We fondly remember some of the teachers from our school days, but as we grow up, marry, and have children, we often think we’re ready to guide the next generation ourselves. But are we truly prepared? Don’t we still need guidance as adults? I believe…