Arjun Chandrappa @itzarjun
Engineer by profession. Investor by Passion. gurufocus.com/ic/space.php?u… Dallas, TX Joined December 2008-
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Something’s gotta give. You pray for the rain then be ready to deal with mud.
Something’s gotta give. You pray for the rain then be ready to deal with mud.
Most investors label stocks making new highs they don’t own as “Bubble” & stocks that haven’t given any returns in the past that they own as “value”. Funny thing is, something that hasn’t delivered returns in the past isn’t value it’s a broken stock. #mylearningsfromthemarket
All of life is relative - 🙂 Portfolio being down 2% makes you happy only when you were down 4% earlier in the day 🙂
Always good to remember that in investing, It's never as bad as they fear. & It's never as good as they cheer. #mylearningsfrommarket #myobservationsinmarket #myinvestingquotes
" Tailwinds > Turnarounds " #mylearningsfrommarket #myobservationsinmarket #myinvestingquotes
Hollywood line " You can argue about the content but you can''t argue with success" My take on investing on similar line "You can argue about valuation, but you can't argue with returns " #mylearningsfrommarket #myobservationsinmarket #myinvestingquotes
As we know in cricket, sometimes you gotta go down the crease and swing for that six.
It’s stupid to have an easily removable ignorance in your head - Munger
“The weaker that you are the more due diligence you will do “- Charlie Munger
“It’s not a good business if it can’t stand a little mismanagement-l” Munger on how they look at business. They would rather prefer a good business vs a good CEO
After living with metastatic lung cancer for years, Brian received a Tempus test result that uncovered a ROS1 mutation. This discovery had a major impact on his treatment plan, which allowed Brian to to spend more time with his family and witness his daughters' many life…
How did Google go from this(left) to this(right). They were insanely good in keeping things so simple, now it's all cluttered in the message on what they have launched, cant they keep it simple?
Stanley Druckenmiller is undoubtedly one of the best hedge fund managers of our time This interview is from roughly a decade ago at USC, but remains one of my favorites He discusses why he believes in putting all your eggs in one basket and watching that basket very closely
“You never reach an answer in this business , you reach a point of action that you take” Warren Buffett youtu.be/PTZX8kFiosc?si…
Warren Buffett at Berkshire Hathaway's 2025 annual shareholder meeting ⟶ "check your emotions at the door when you invest." #BRK2025 Becky: “Has the recent market volatility presented Berkshire with opportunities?” WEB: “Well, I can give you a good answer to the second part…
While Charlie cared about how something worked I care if it works-Warren Buffett #brk2025

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