Using this thread to write my thoughts on my investing journey through the years. Look forward to seeking feedback on my thoughts, investments picks, thesis and anti thesis.
I consider myself an amateur practitioner in the markets and have seriously started taking investing as a journey to learn as much as I can.
My portfolio in current state consists of concentrated bets and I look towards churning that only in case of my thesis failing, capital needs for some other idea in case my allocation becomes really heavy in some stock.
For selecting a company, the most important parameters for me are its TAM, the operational skills of its management, a little bit of stage analysis and utmost important the management integrity.
Of the time I’ve spent on valuepickr, I’ve been deeply inspired by the learning imparted by @phreakv6 and @hitesh2710. I know investing is a lonely journey so it’s always good to have a guiding light in case you don’t want to get lost.