Archive - The Dalal Street

Global Economy and Markets

Apr 24 •

Typical Investment LifeCycle

How we approach investing through the cycle

Apr 2 •

March 2025

Are there any true business owners?

For vast majority, stock ownership is just a mathematical game to be in the green daily

Mar 3 •

February 2025

What Investing Taught me

Investing is akin to entrepreneurship and embracing the life of an uncertain future navigated through risk management.

Feb 20 •

December 2024

Executing few Ideas Well

There is no way to learn and appreciate about the fundamental principles of value investing better than “doing it yourself”, being “in the market…

Dec 13, 2024 •

October 2024

Rehasing the Q3 2022 note : Drawdowns separate men from boys

In my Q3 2022 post, I wrote about deep drawdown that investors were experiencing in the US.

Oct 25, 2024 •

August 2024

Investing is highly personalised

Investing is highly personalized: You pick the businesses amongst the thousands that excite you as long-term owners with the management teams you trust…

Aug 30, 2024 •

April 2024

Investing as Life's Work

Preserving the Love of Value Investing for Young Investors

Apr 6, 2024 •

March 2024

Some More Things we are admiring about Investing.......

Mar 11, 2024 •

February 2024

Avoid Distractions

Feb 29, 2024 •

January 2024

The Most Quoted, yet the Least understood and under-appreciated Edge in Investing: Power of Time

One can read in almost every investment letter, and interviews of fund managers that they are business owners for the long-term. Thanks to our love for…

Jan 17, 2024 •

Investing in Levered Businesses

Leverage is a two-edged sword.

Jan 8, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts