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Takeaways from “Sea Change”

Howard Marks, a billionaire and founder of Oaktree Capital Management, is known to be a critical thinker and he shares his views openly in his memos. He published his memo entitled “Sea Change” recently and here are my takeaways: 1) With higher interest rates, investors cannot afford to be complacent by investing in companies with…
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Carvana – Why Balance Sheet Is So Important

Yesterday, shares of Carvana crashed by 43%. This comes after its largest creditors Apollo Global and Pacific Investment Management signed a pact to do proper credit negotiations instead of fighting what’s left over in Carvana. Typically, creditors do not enter into such arrangements unless they view the risk of bankruptcy to be high. This is…
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Salesforce – Stability of Management Teams

Salesforce is known to start this entire concept of software-as-a-service. In short, SaaS. Its founder is Marc Benioff, a charismatic and influential leader. But what’s his track record of retaining talents in his company? Separately, there are other people from Salesforce’s subsidiaries who are leaving: As an investor, I like to see stability and continuity…
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Is The Worst Yet To Come In The Stock Market This Year?

Just when I thought the global inflation situation was improving, the world is now facing more problems that will prevent the economy from recovering faster. The stock market often takes cues from the economy, so I expect the stock market to stay muted for a while too.  My Observations The Energy Crisis in Europe For…
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4 Fastest Growing Industries That I’m Investing In This Year

“I skate to where the puck is going, not where it has been.” – famous former ice hockey player, Wayne Gretzky In the world of investing, there are two distinct styles: Fundamental Analysis and Technical Analysis. The former focuses on the fundamentals of companies while the latter focuses on the price action movements of the…
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Here’s Why Investing In The USA Market is More Profitable Long Term.

Hey readers, Almost like any new investor, we often find comfort in investing in companies in our local stock market. There is a sense of familiarity and security. It probably stems from the fact that we are able to see those businesses. Don’t all of you agree?  For example, if I want to know whether…
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