Art of Investing

Every serious investor should have a coherent set of principles. As we discover ours, we hope you can gain from our journey.

Related Worldviews

To get here, we’ve taken a few punches. But you don't have to...

Saurav Sen | October 2021

How we measure overprice-y-ness in our portfolio...

Saurav Sen | July 2021

What we learned from our 3-year track record...

Saurav Sen | July 2021

...where you don't have to put up a lot of capital.....

Saurav Sen | May 2021

Watch List 3.0: New, Improved, Unconventional, Practical..

Saurav Sen | April 2021

Buy low (expectations), sell high (expectations)..

Saurav Sen | October 2020

A Portfolio of 21st Century Growth Themes...

Saurav Sen | February 2020

“…returns decrease as motion increases.” – Warren Buffett..

Saurav Sen | January 2020

Breaking it down - Revenue to Free Cash Flow to Stock Price...

Saurav Sen | October 2019

Comfortable Company. Comfortable Price. Lollapalozza!..

Saurav Sen | August 2019

“The true investment objective of growth is not just to make gains b..

Saurav Sen | February 2019

"Success means being very patient, but aggressive when it’s time." -..

Saurav Sen | November 2018

How to evaluate companies and stocks. Or socks. ..

Saurav Sen | March 2018

A superficial but efficient investment idea screener...

Saurav Sen | March 2018

“The bottom line is that, looked at prospectively, much of risk is s..

Saurav Sen | January 2018

“Ignore the chatter, minimize costs, invest as if you would in a far..

Saurav Sen | January 2018

Achieve Financial Freedom. By Beating Inflation...

Saurav Sen | January 2018

Related Investments & Ideas

Upside Left Expected Time Horizon: 2 years.

Related Commentary

Commentary is available to Annual Subscribers.

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