Jasvir Biriah

CIO of Truenorth Capital Advisors. Valuing life by the hour. Father. Husband, Investment Manager. Nothing here constitutes as advice.

[Jasvir Biriah @jasvirbiriah]

Value vs Growth - Why are we even debating this? I gave my take on this debate a while back.
https://t.co/m2zoEXPfhe

[Jasvir Biriah @jasvirbiriah]

It's all in the details. The basic layers create the path to mastery.

[David Senra @FoundersPodcast]

Michael Jordan was like this too:

“Every time he warmed up in practice, he started with a chest pass.

The greatest player in the world working on a basic chest pass.

Why?

Routine, basics, fundamentals.

If you can't master the fundamentals, you can't master anything.”

[Elon Musk @elonmusk]

Interesting discussion of how mind viruses are created and amplified

[Startup Archive @StartupArchive_]

Why NVIDIA founder Jensen Huang wouldn’t start a company if he had to do it all over again

In this clip from the Acquired podcast, Jensen is asked what company he would start if he was 30 years old again today. His response is: “I wouldn’t do it.”

“Building a company and building NVIDIA turned out to have been a million times harder than any of us expected it to be. And at the time, if we realized the pain and suffering and just how vulnerable you’re going to feel and the challenges that you’re going to endure, the embarrassment and the shame, and the list of all the things that go wrong—I don’t think anybody would start a company.”

Jensen believes that the superpower of entrepreneur is that they don’t know how hard it is. They only ask themselves: How hard can it be?

“You have to get yourself to believe that it’s not that hard because it’s way harder than you think. And if—taking all of my knowledge now—I go back, and I said I’m going to endure that whole journey again, I think it’s too much. It is just too much.”

And he believes entrepreneurs need to surround themselves with supportive family, friends and colleagues.

“You need the unwavering support of the people around you… I’m pretty sure that almost every successful company and entrepreneur that has gone through some difficult challenges had that support system around them.”

Source: @AcquiredFM

[Jasvir Biriah @jasvirbiriah]

Via BofA: Speed of the #Federal Reserve's securities purchases has been unprecedented. #Centralbanks #QE #liquidity #StockMarket #investing #Treasury

[Jasvir Biriah @jasvirbiriah]

#Markets - these are the days and weeks we will all look back on. With fear comes opportunity. #stocks #investing #ValueInvesting #equities #indicies #Commodities

[Bloomberg @business]

Jack Welch, a champion of corporate efficiency who reshaped GE and influenced generations of business leaders, has died at 84 https://t.co/27cBbKNBkN

[Bloomberg @business]

JUST IN: Jack Welch, former chairman and CEO of General Electric, has died at 84, CNBC reports https://t.co/x6WolV7yET

[Ian Cassel @iancassel]

The beauty of investing is 1,000 investors can be in the same great stock-company and their returns will be dramatically different. Finding a great company isn't even half the battle. Price matters. Time horizon matters. Temperament matters. Conviction matters.

[DealBook @dealbook]

.@BillGates weighs in on taxing billionaires: “I’ve paid more than anyone in taxes.”

[Ian Cassel @iancassel]

The best way to sell what you do is to be the best at what you do. Don’t waste time creating an image that your reality can’t back up. Be willing to keep your head down, work, and not be seen in the beginning. Have the patience to go through the process to be who you want to be.

[Forbes Tech @ForbesTech]

Microsoft beats Amazon for $10B Pentagon JEDI contract https://t.co/HN1hLfhHOs by @JBogaisky

[Jasvir Biriah @jasvirbiriah]

"Money itself does not signify success or independence. Control over our time does. There really is only one definition of success: to be able to spend the time in your life on your own terms. Money merely buys you time and gives you options" #success #patience #valueinvesting

[Jasvir Biriah @jasvirbiriah]

Incredible Albert #Einstein

[Vala Afshar @ValaAfshar]

It is incredible to hear Albert Einstein explain his famous formula, E=mc²

[Jasvir Biriah @jasvirbiriah]

#ValueInvesting: "The underlying principles of sound investment should not alter from decade to decade, but the application of these principles must be adapted to significant changes in the financial mechanisms and climate." Ben Graham, The Intelligent Investor (1973) #evolution

[Jasvir Biriah @jasvirbiriah]

FUN FACTS: the top 10 companies in the U.S. contribute around 19% of total market cap of the S&P500. #markets #equities #commodities #technology

[Jasvir Biriah @jasvirbiriah]

Infographic: The 25 largest companies by #market cap every 15 years from 1927-2017. The ones in yellow are those that were top 25 in 1927, or their offspring. Changing the guard is slow, then sudden. #markets #evolution #bluechip #Equities

[Jasvir Biriah @jasvirbiriah]

The S&P 500 is up less than 3% YTD, but nearly half of the stocks in the Semiconductor group are up over 20%. #Diversification is not always best. Concentration of good quality stocks, at the right price win. #markets #equities #stocks #FundManagement #hedgefund #ValueInvesting

[Jasvir Biriah @jasvirbiriah]

#ValueInvesting: The art of long term investing is rooted in the psychology of the investor. Riding out near term #volatility and noise surrounding real #valuations shows patience, discipline and abstinence from instant gratification, which are fundamental to long term success.

[Jasvir Biriah @jasvirbiriah]

#HISTORY: A women uses banknotes to light her stove during #hyperinflation. (1923) #inflation #markets