I am very conservative . I try any new thing with small bets and slowly increase my stakes .
I worked in multiple sectors to gain hands on hands-on experience
- Age 17 -19 : L&T internships on shop floor – capital goods sector –
- Age – 21-24 – Tata Motors service & warranty division – understand auto component industry
- Age -25-26 : Godrej – Imports – Understand global steel , capital goods compenent
- Age 28 – 35 – Asian Paints – FMCG and Durable – Building Moats in consumer industry
- Age 35 -37 – – Rural Finance – Led India Largest Insurance broker ( with LIC) and Agri Credit loan ( with SBI ) and weather derivatives ( wirgb ICICI )
- Age 38 -42 : I- Large format Retail stores , for apparals (, Furniture , Agro Chemical , Seed and fertiliser industry , Agri commodity Buying
- Age 40 -42 – Developed Scode app for Value investing – Quit Corporate life
It took me 18 -20 years of corporate life to understand different sectors and their impact on economy I did it hard way . By the way till 40 I was not sure I would make investing my Career . I was only doing all this because I loved to learn about new industry and I was lucky that companies gave me this opportunity
Even in Investing esp any new sector or macros , I start small and learn through concalls and annual report , follow experts on twitter and other places . learn and slowly develop my own risk / return models and update it in SCODE logic
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