Happy to inform all of you that my second book Quantitative Value Investing is now available on Amazon. As of now, only the kindle edition is available (it is free on kindle unlimited). Paperback will be available soon.
https://t.co/EoKKm6hLfU
@makemytrip I had to cancel my indigo flight door to the flight issues. While airline refunded fully you have deducted the convenience charges… I don’t know what convenience you offered. @makemytripcare
New Compilation: Outstanding Investor Digest (1,500+ pages)
I’ve never had a mentor.
There was no singular person who took me under their wing—no long lunches, no late-night phone calls filled with war stories, no hindsight gifted directly into my life. And for a long time, I thought I was at a disadvantage because of that.
So I went searching.
I found mentors in pages instead of people—dead or alive, known or unknown, investors and non-investors alike. I began collecting fragments of wisdom wherever I could find them. And again and again, I found myself returning to one source: Outstanding Investor Digest.
Buried in each edition were thought processes captured in print—raw, unfiltered, and remarkably candid. The greats—Warren Buffett, Walter Schloss, George Soros, Julian Robertson—spoke freely about their philosophies, their frameworks, and even their trades. It wasn’t hindsight polished into legend; it was insight unfolding in real time.
As the internet took hold and markets grew noisier, investors stopped sharing. And the publication quietly faded. The interviews became elusive, scattered, half-forgotten. But I never forgot.
I started collecting every issue I could find—from garage sales in San Francisco and estate sales in New York to anonymous scans uploaded online and library archives buried in dust.
This compilation is the result of that search.
This isn’t filtered commentary or secondhand interpretation. It’s direct transmission. Firsthand wisdom. A front-row seat to the evolving minds of history’s most exceptional investors. Some ideas are timeless. Others are time-stamped. But the thinking—the clarity, the discipline, the frameworks—that’s what endures.
For me, these pages became my mentors. They may not have been in person or real-time, but they were what I had. I can’t say for sure that they were more impactful than a real mentor would have been, but I can say for sure that they made a big impact on me.
Many of the interviewees returned to OID again and again over the years, which meant I could study the cadence of conviction in their responses. I could see how their thinkings evolved, how their frameworks refined, how their boldest calls played out. Some investors chase complexity. Others seek simplicity. I learned from both.
The beauty is: anyone can do the same.
You don’t need a Wharton degree. You don’t need insider access. You just need the patience to read slowly, the humility to learn deeply, and the curiosity to really listen.
This isn’t a bundle of old newsletters. It’s a living archive of wisdom—collected, preserved, and shared for those still hungry to understand.
Whether you’re just beginning your investing journey or decades into it, I hope you’ll treat this collection not as a relic of the past, but as a living conversation—between the minds that shaped markets, and those still hungry to understand them.
[Full compilation in link in bio]
PS/ If you’ve had a mentor who has played an impactful role in your life/career, I’d love if you could share some of your favorite lessons from them. Please comment below, DM me here, or email me.
Amazon kindle deal activated:
Quantitative Value Investing: A practitioner's approach to stock valuation will be discounted to INR 129.00 in a Kindle Monthly deal which runs between May-1-2024 - May-31-2024.
@screener_in hi, can you add a row which shows profit after tax attributable to owners of the company in consolidated income statement of companies and a facility to use that metric when creating stock screeners. Thanks.
@screener_in@ayushmitt A welcome addition will be capturing the profit for a period attributable to owners of the company under consolidated earnings, which is a more relevant metric than just consolidated profits.