Essays

This is a collection of all my essays that I have written. Hopefully one day I look at this and be proud of myself of how consistent I was and how much I have improved.

Companies

Honasa Consumer

Samvit Patel
·
September 8, 2024
Honasa Consumer

Hi. Reading time: About 9 minutes

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Porsche: A brief history

Samvit Patel
·
October 17, 2024
Porsche: A brief history

Hi. Reading time: About 8 minutes

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Books

Capital Returns

Samvit Patel
·
October 10, 2024
Capital Returns

Hi. Reading time: About 7 minutes

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The Racket

Samvit Patel
·
July 20, 2024
The Racket

Hi. Reading time: About 6 minutes

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Liliput Land

Samvit Patel
·
June 30, 2024
Liliput Land

Hi. Reading time: About 7 minutes

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Shoe Dog summary

Samvit Patel
·
July 31, 2022
Shoe Dog summary

Shoe Dog- A Summary “Like books, sports give people a sense of having lived other lives, of taking part in other people’s victories. And defeats. When sports are at their best, the spirit of the fan merges with the spirit of the athlete.” ― Phil Knight,

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Others

Crafting Balance

Samvit Patel
·
October 26, 2024
Crafting Balance

“I deal with writer’s block by lowering my expectations. I think the trouble starts when you sit down to write and imagine that you will achieve something magical and magnificent — and when you don’t, panic sets in. The solution is never to sit down and imagine that you will achieve something magical and magnificent. I write a little bit, almost every d…

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Disruptors

Samvit Patel
·
September 24, 2024
Disruptors

In India and in the world there is a lot of disruption going on. Whether it is Artificial intelligence or it is things like renewable energy or electrification of vehicles. In times of disruption we are seeing the traditional companies lagging and new companies rising.

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Ed Thorp: Ahead of the curve

Samvit Patel
·
September 17, 2024
Ed Thorp: Ahead of the curve

For those of you who cannot recognise the person in this picture this is Bernie Madoff. He is an American financier who had run the largest Ponzi scheme in history amounting to close to $65 billion.

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Mistakes

Samvit Patel
·
September 1, 2024
Mistakes

Hi. Reading room: About 4 minutes

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Summer reflections

Samvit Patel
·
August 25, 2024
Summer reflections

Hi. Reading time: About 8 minutes

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Lost Art in the World of Dopamine

Samvit Patel
·
August 18, 2024
Lost Art in the World of Dopamine

Hi.

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Confidence.

Samvit Patel
·
August 11, 2024
Confidence.

Hi. Reading time: About 5 minutes

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Recognising Hunger

Samvit Patel
·
August 4, 2024
Recognising Hunger

I picked up a book recently of someone who every single Manchester United fan absolutely idolises. This book is written by Sir Alex and Michael Moritz. I am finding it an amazing read so far. One of the chapters titled Recognising Hunger was one which really had me impressed.

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How to think about Money?

Samvit Patel
·
July 28, 2024
How to think about Money?

Hi. Reading time: About 4 minutes

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Risk averse or Risk blind?

Samvit Patel
·
July 13, 2024
Risk averse or Risk blind?

Hi. Reading time: About 5 minutes

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Mental Models are a fad?

Samvit Patel
·
June 22, 2024
Mental Models are a fad?

Hi. Reading time: About 6 minutes

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100.

Samvit Patel
·
March 9, 2024
100.

Hi. Reading time: About 13 minutes

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The Money game

Samvit Patel
·
February 1, 2024
The Money game

Hi. Reading time: About 5 minutes

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Decoding the IPO space

Samvit Patel
·
December 6, 2023
Decoding the IPO space

Hi! Reading time: About 9 minutes

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Mungerisms

Samvit Patel
·
November 30, 2023
Mungerisms

Hi. Reading time : About 10 minutes

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How not to invest

Samvit Patel
·
September 27, 2023
How not to invest

“Invert always invert”- Charlie Munger

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Why we cannot copy Warren Buffett

Samvit Patel
·
June 28, 2023
Why we cannot copy Warren Buffett

Warren Buffett, Terry Smith, Mohnish Pabrai , Bill Miller, Charlie Munger all have their public market holdings out in the public. You can find them in Dataroma. If all their holdings are available online why don’t people copy them? In fact Pabrai even publicly talks about cloning and says that he shamelessly copi…

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Chandrakant Sampat

Samvit Patel
·
February 1, 2023

An extra post this week. “Knowledge is that which liberates and not captivates”.-Chandrakant Sampat Chandrakant Sampat is someone my father told me about as he was his mentor. My father is a full-time investor who got into investing when he met Chandrakant Sampat. He wrote a weekly review of The Economist magazine on capital ideas online. They are a litt…

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Patel Motel Dhandho

Samvit Patel
·
February 15, 2023
Patel Motel Dhandho

Patel Motel Dhandho Many people have heard about the Patel Motel Mafia. Charlie Munger even said that nobody can compete with them in motels. Why is this? What are these Patel Motel and why are they so special? In the book, Dhandho investor Mohnish Pabrai does a wonderful job of explaining this case study.

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Why I love investing

Samvit Patel
·
December 14, 2022
Why I love investing

Let’s start with a quote from the Godfather of investor Buffet: “Someone’s sitting in the shade today because someone planted a tree a long time ago.” Investing is something I keep writing about. So let me tell you all why I love investing (the process) and why I believe that most successful investors have worldly wisdom to offer.

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Joel Greenblatt's Magic formula

Samvit Patel
·
September 2, 2022
Joel Greenblatt's Magic formula

Joel Greenblatt’s Magic formula “Choosing individual stocks without any idea of what you're looking for is like running through a dynamite factory with a burning match. You may live, but you're still an idiot”- Joel Greenblatt “On Wall Street, there ain’t no tooth fairy!”- Joel Greenblatt

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Value Investing

Samvit Patel
·
April 21, 2023
Value Investing

An Analysis of value investing in the stock market Value investing is a time-tested long-term method of investing. Value investing is a very different approach to investing compared to what is popularized among the crowd. Most people who invest in the stock markets want a high return on their investment as quickly as poss…

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Index fund

Samvit Patel
·
August 4, 2022
Index fund

Why Index funds? " A low-cost index fund is the most sensible equity investment for the great majority of investors." - Warren Buffett "The two greatest enemies of the equity fund investor are expenses and emotions." -Jack Bogle "On average, the average large-stock fund manager produces average returns before fees and below-average returns after fees. So c…

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Compounding

Samvit Patel
·
September 22, 2021
Compounding

Compounding "All the returns in life, whether in wealth, relationships, or knowledge, come from compound interest " ~ Naval Ravikant Above we can see how the richest investor in the world compounded his wealth Compound interest has an impact on all of our lives. The formula for compound interest is simple and well known it is

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Common Mistakes in Investing

Samvit Patel
·
September 15, 2022
Common Mistakes in Investing

Common Mistakes In Investing Investing in stocks is very hard, but at the same time simple to understand. As Munger says “It is simple, not easy ". There are a lot of things that go wrong when people try to invest in stocks. Why do people lose money on stocks? Let’s see the most common mistakes in investing.

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