Investing. Notes to self. kindle book deals.
Joined March 2016
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Great deal - Price Drop: 70% off 🥳 ~6.5K -> ~2K
amazon.in/Investment-Perform…
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This gamble played out well... 😇
1/2 Took a gamble - switched from n200mmt30 to nn50 the wild horse. Two reasons:
1. On the other side of a crash, want to be in higher beta.
2. Very attractive valuations vs n50, midcaps, smallcaps. Has crashed more as well.
3. mmt30 at times has trouble with V recoveries
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Price Drop: ~60% off. ( Rs 3989.05 -> 1409.8/-)
18 Dec 2022
9. Trend Qualification and Trading by LA Little.
Introductory series for those coming from chart reading background.
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1/2 Took a gamble - switched from n200mmt30 to nn50 the wild horse. Two reasons:
1. On the other side of a crash, want to be in higher beta.
2. Very attractive valuations vs n50, midcaps, smallcaps. Has crashed more as well.
3. mmt30 at times has trouble with V recoveries
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Price drop: 40% off.
Schrodingers take on life:
amazon.in/What-Life-Canto-Er…
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Price drop: 30% off. Usually ~1000/-, today @~700 amazon.in/Probably-Approxima…
Got this delivered yesterday,still at chapter 5 but lot of "aha" moment for me.
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Price Drop: 40% off. 1100/- (Usually ~1800/-)
amazon.in/Concise-Guide-Macr…
I love this book. It distills macroeconomics into the key building blocks: output, money, and expectations. In just 150 pages, it offers a clear forest view of what really matters in macroeconomics and shows how those ideas play out in real life.
amazon.com/Concise-Guide-Mac…
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The P & E not withstanding, a slightly more sophsticated model is too look at it in the context of interest rates. The shifting median PE is perhaps an outcome of low interest rates.
x.com/i/status/1999129733376…
Jan 18
Yes, markets are expensive. P/E 24.4 vs median 22.1.
Does knowing that help? Barely.
26 years of Nifty 500: starting P/E has almost no relationship with next year's return. 2007 and 2011 started at similar valuations around 20x. One returned 63%, the other -25%.
The P is today. The E is yesterday. Returns are made by tomorrow's E, which isn't in the ratio.
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Book deal: ~85% off! Usually ~400/-, now @ 52/-
amazon.in/Guide-Winning-Inve…
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Price drop: ~78% off. Usually ~860/-, now ~185/-
amazon.in/Leading-Example-Le…
22 Mar 2022
A very decent book and a good one for those joining a company at a management level. Lots of good thoughts.
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Got this one too, at the same price, (but no discount):
amazon.in/Managing-Your-Care…
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Price drop: 50% off... Usually ~309, today @ ~160
amazon.in/Quants-maths-geniu…
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Musing_m retweeted
20 Feb 2023
10 WAYS TO AVOID BEING FOOLED
In 10 tweets I’ll explain 10 heuristics that will make you smarter.
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