ISLU ruled the PSL 11 digital game ! From setting trends to leading the fan energy all season long, we stayed ahead of the game.
#UnitedWeWin | #RangJeetKaLaalHai
Some basic lessons for new investors to live by:
1/ Ignore the crowd. You make money by going against the consensus.
2/ Always pick stocks where you feel you have a research edge.
3/ You rarely go wrong investing in the company with the best product.
4/ Don’t listen to management. They are paid to be bullish.
5/ Study competitors, suppliers, and customer behavior. Be a product junkie.
6/ Have in your mind what you think a stock is worth, which is different from price.
7/ Be able to articulate in one sentence why you own a stock.
8/ Develop specific downside scenarios that would cause you to sell the stock.
9/ The highest quality of growth is unit growth, then pricing, then margin expansion, then cash reinvestment.
10/ Be wary of companies that grow by buying other companies.
11/ Sell discipline is selling a stock once it exceeds your price target, or if your investment thesis changes.
12/ Short stocks that have bad businesses, and not because they trade at high P/Es.
13/ Two big value creators are brand extension and TAM expansion stories.
14/ High P/Es are a function of high future growth rates, and not the industry.
15/ When investing in growth stocks always look for a controversy (“fight”).
16/ Buy stocks that can leverage key secular megatrends, and avoid those that will be hurt by them.
17/ Always consider cannibalization of existing products when sizing up new product opportunities.
18/ Be wary of “hockey stick” sales forecasts absent new products or expansion to new distribution channels.
19/ Stock buybacks are accretive if the E/P ratio exceeds the after tax cost of debt or return on cash.
20/ Price cuts rarely add value since they often create a race to the bottom.
21/ Stocks are cheap if price is less than the present value of future cash flows. A high P/E does not make a stock expensive.
Great catching up with an old friend! As we cross paths over the years in different roles, I enjoy discussing the economy, finance and now climate with @WBHoekstra.
Those people are correct. The earth goes in cycles and we are naturally warming at this time... but science shows us that our emissions have amplified the warming making it faster than nature would have. Adaptation is tougher for coral for example that can't move to cooler water and isn't getting recovery seasons.
My heart goes out to all those affected by the devastating flooding in Nepal & Tibet. I want to convey my condolences to everyone who has lost loved ones & my sincere hope for the safety of everyone in the affected areas.
In 2021, I wrote a review of ivermectin for COVID. Altmetric score: 15,356 — 66th of the 28 million research outputs ever tracked.
In Dec 2025, the FAO published the worst global water report in history.
Score: 11.
5 posts on X.
Zero news coverage.
So I wrote a trilogy.
Wanted to get a better look at BTC bear market rallies.
Seems like as a general rule, the more time that passes, the probability that big moves stick rises. Current move is well out of danger zone, but not yet all clear.
~70-75% odds that we have cycle bottomed based on this.