royrajeshk's profile picture. Lifelong Learner, Unoriginal, Contrarian Thinker & Investor. Sharing what I learn

Rajesh Roy

@royrajeshk

Lifelong Learner, Unoriginal, Contrarian Thinker & Investor. Sharing what I learn

“All the suffering there is in this world Arises from wishing oneself to be happy. All the happiness there is in this world Arises from wishing others to be happy.” - 8th-century Indian Buddhist master Shantideva


Rajesh Roy reposted

It's a self-reinforcing, virtuous cycle. Powerful self-reinforcing flywheel of value creation: Revenue growth * high FCF Margin * strong ROIC


Rajesh Roy reposted

A company is a compelling long-term investment if it consistently grows revenue at >5–7%, maintains high FCF margins, and earns a strong ROIC. Revenue growth drives incremental free cash flow, which can be redeployed at attractive returns - fueling even more growth.


Avoid envy and greed. "Avarice, or the desire of gain, is a universal passion which operates at all times, at all places, and upon all persons." - David Hume in the eighteenth century


Thanksgiving Message from Warren Buffett to Berkshire shareholders. berkshirehathaway.com/news/nov1025.p… "Choose your heroes very carefully and then emulate them. You will never be perfect, but you can always be better." - Warren Buffett


Investing is a solitary adventure. Trust your intuition and conviction. Don't seek external validation. "The virtue in most request is conformity. Self-reliance is its aversion." - Ralph Waldo Emerson


History teaches us that speculation never changes because human nature remains the same.


Investing is a game that tests your patience, temperament, and rationality. It's a game where you make more money by losing less.


In investing, we need to have the patience of a tortoise and the emotions of a stone.


You increase your surface area for luck by taking more shots on goal. You increase the probability for good luck by taking calculated risk, smart risk.


In investing, temperament matters more than intelligence. Patience outperforms prediction. And patience is rarest and hardest to practice.


Keep things simple in investment decision-making. Focus on: a) Strong fundamentals b) A sustainable competitive advantage c) Long-term growth potential


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