Caprich Investments / Sebi-Registered analyst - Our focus is to research companies based on competitive advantages, Comp with wide and deep moats like Temujin’s army. Infrequent bets, big bets is my framework.
Research framework - Curious student of what works, truth seeking & reasoning from First principles. Cant live w/o 📚, I believe in Slugging % vs Batting average, Anti-fragile and right tails, Inner scorecard.
Investor / Investment blogger Previously Hedge fund analyst.