Sanjibani ChoudharyLongTerm Compounders vs Short Term Obvious OpportunitiesThis post i’m writing is w.r.t one of Mohnish Pabrai’s talk on his investment style changes and the cost of making mistake of selling the…Feb 5, 2022Feb 5, 2022
Sanjibani ChoudharyI've few counter points on growth here onwards.Forget everything else , here's another case,Mar 4, 2021Mar 4, 2021
Sanjibani ChoudharyBitcoin Price PerformanceThe no1 catalyst that’s driving the bitcoin performance recently is the high money printed by the US Govt into the system. Just for a…Feb 27, 2021Feb 27, 2021
Sanjibani ChoudharyDoes Graham style value investing work in India?Benjamin Graham in his book “Intelligent Investor” gave a formula of investing. Current price > 0.65 * NCAPS. A portfolio of these stocks…Nov 22, 2020Nov 22, 2020
Sanjibani ChoudharyIndia Economic Reforms 202019–05–2020 Under PM Narendra Modi, Nirmala Sitharaman has been announcing long term Structural economic reforms. Instead of giving direct…May 19, 2020May 19, 2020
Sanjibani ChoudharyCurrent State of BitcoinEven though this year is the 10 year anniversary of Bitcoin, it’s no where near at a state for direct use of consumer. And understandably…Feb 16, 2019Feb 16, 2019
Sanjibani ChoudharyValue VS TechOver the long term there’s only one kind of investing “value investing”. And over the long term. technology brings ground breaking changes…Feb 4, 2019Feb 4, 2019
Sanjibani ChoudharyProduct Ideas for companiesI’ve some product ideas for few daily used consumer apps. Hope the right people listen to this.Feb 4, 2019Feb 4, 2019
Sanjibani ChoudharyFuture Of Ride-SharingI’ll start with Future strategies of ride sharing. The Ubers’, Lyfts’ , Didis’ of the world have pretty much acquired sizable portion of…Apr 21, 2018Apr 21, 2018
