Aditya Shaw

Investor | Price is what you pay, value is what you get.

[Perfect Wealth @PerfectWealth_]

“I Only Bought One Apple Share…”
Rohit, a software engineer in Bengaluru, bought just one share of Apple via a global investing app.

He never traded it. No dividends. Just sitting there.

3 years later, he got a tax notice asking why he hadn’t disclosed foreign assets in his ITR.

👉 It wasn’t about the value.
👉 It was about non-disclosure.

Even ₹0 balance foreign accounts or small investments must be reported.

Credit for content @CAHimankSingla

[Aditya Shaw @Adityashawdc]

Conclusion: Despite 4% success rate, Warren Buffett's Berkshire Hathaway thrives with Ajit Jain's unique qualities. Over 60 years, they've surpassed S&P with remarkable consistency, achieving a 4 million % annual return. Investing with consistency pays off! #BerkshireHathaway

[Aditya Shaw @Adityashawdc]

~ They have surpassed the S&P by more than 10% during this extended period. With a 4% great decision, they achieve a remarkable 4 million percent annual return, surpassing the S&P, which only represents a small fraction of that at 25,000%.

[Aditya Shaw @Adityashawdc]

~ Despite making 288 bad decisions,
~ They have managed to consistently find great deals and have been performing exceptionally well over the last 60 years.

[Aditya Shaw @Adityashawdc]

Investing: a high-risk game🎲. Even Warren Buffett, revered in the investment world, made 300 decisions in his life, with only 12 proving truly successful. That's a mere 4% success rate, highlighting the inherent challenges of investing. #riskmanagement #investing

[Aditya Shaw @Adityashawdc]

Investing is a blessed business, akin to forgiving. However, it is forgiving only if you refrain from cutting the flowers and neglecting to water the weeds.

[Aditya Shaw @Adityashawdc]

The most important aspect is not whether he bought or hired those things, but rather that they have been maintained up to the current date. Despite making approximately 288 wrong decisions, they have been consistently upheld until today.

[Aditya Shaw @Adityashawdc]

Buffett saw unique qualities in Jain, describing him as irreplaceable, even stating that the top ten insurance managers in the world couldn't match him. Jain's exceptional abilities and distinctive qualities make him invaluable, and Buffett acknowledges him as one of a kind.

[Aditya Shaw @Adityashawdc]

- In 1986, Warren Buffett hired Ajit Jain for the insurance business. At the time, Jain had zero experience in insurance but impressed Buffett with his understanding of corporate America and management consulting.

[Aditya Shaw @Adityashawdc]

The question is: Why did Warren Buffett hire Ajit Jain?
Warren Buffett did not directly hire Ajit Jain. In Berkshire Hathaway, there is a person who is not actively working in Berkshire Hathaway; his name is Michel Goldberg. Michel Goldberg hired Ajit Jain.

[Aditya Shaw @Adityashawdc]

“Our satisfactory results have been the product of about a dozen truly good decisions”

:- Source BRK AR - 2022

300 Decisions…. 12 truly good ones…4%

"All businesses are known, but the unknown element in the above pictures is one person—Ajit Jain."

[Aditya Shaw @Adityashawdc]

“ In 58 years of Berkshire management, most of my capital-allocation decisions have been no better than so-so…. Our satisfactory results have been the product of about a dozen perfect decisions – that would be about one every five years” Source:- BRK AR 2022

[Aditya Shaw @Adityashawdc]

“ In 58 years of Berkshire management, most of my capital-allocation decisions have been no better than so-so…. Our satisfactory results have been the product of about a dozen truly good decisions – that would be about one every five years”
:- Source BRK AR - 2022

[Aditya Shaw @Adityashawdc]

Warren Buffett's wisdom shines: "Over the years, I've made many mistakes. Our collection of businesses includes those with extraordinary economics, many with good characteristics, and some marginal ones. 📉 :- Source BRK AR - 2022

[Ian Cassel @iancassel]

A good article by Bares Capital Management on Scuttlebutt/Field Research

I love the "Fourth" tip below 😄

https://t.co/TGmvVbRobI

[MastersInvest.com @mastersinvest]

What do the world's greatest investors think about..

Preserving Capital
Compounding
Education Requirements
Reading
Learning
Having an Edge?

👇

https://t.co/DZzuTUg8py

[Intrinsic Compounding @soicfinance]

Introducing the SOIC Capsule!

A weekly edition of Key Market Updates and Business updates. 🎬

Link to download is here 🖇️🔗:https://t.co/fnZvEwlwUs

Please do mention if you have any feedback in the comments below 😃🫶

Disclaimer: no recommendation to buy or sell.

[Aditya Shaw @Adityashawdc]

@SuccessProject_ https://t.co/NutLuqHgJ4

[Mangalam Maloo @blitzkreigm]

VST INDUSTRIES

Large trade today

RKD buys another 2.2 lakh shares in the large trade

Other buyers include SBI mutual fund!

Both buy about 2% each.

RKD’s overall stake nears 34% now

[Ian Cassel @iancassel]

From The Economist - Why stockpickers should get out more

A research study tracked 336 analysts of American stocks from 2017 to 2021, the paper shows that the forecasts of well-travelled analysts were significantly more accurate than those of their peers.

[Intrinsic Compounding @soicfinance]

Valuation bands of all the Sectoral Indices(Pharma, auto, infra, etc etc) and Nifty 50 index:-

https://t.co/Xwvzk9KvlQ