What to expect from this blog

Financial/Technology websites, media streams and blogs are aplenty and almost everybody has an opinion. Though we can’t lay any strong claim to why this blog is any different, you can always expect the following:

  1. Consistency:  No sensationalizing of topics intentionally to grab eye balls. No vanishing act when things are not good.
  2. Corrections and Amplifications: In a nut shell, there will be no data manipulation whatsoever. We have found many online blogs ( and folks appearing on mainstream financial television) to be correct all the time! With a medium like a blog post, the problem is that it is easy to manipulate content to achieve this. I commit to the following: Any corrections to posted blogs will be highlighted. Other than typos, you can expect posted content to stay as-is. Just because something does not play out as envisioned in the blog, there will be no attempt to dance around the fact that an opinion was incorrect. The main reason is that I would like this blog to also serve as a guide post on what went wrong in the analysis so that others can avoid making similar mistakes. In many cases, we will also try to post a “What Went Wrong” followup post – tagged appropriately – when a thesis does not play out as expected.
  3. Rationale: Will attempt to layout the rationale behind an idea. Often times blogs are strong on verdicts, but short on rationale. Notwithstanding the fact that this is not a research paper, will attempt to lay things out in detail as much as possible. If something warrants an additional depth in terms of analyses, please feel free to provide that feedback.
  4. Comments: Want to maintain this as a family friendly blog! As such, the only moderation that will occur is on any bots/comments that are not appropriate. Comments with thoughtful disagreements are always encouraged and will not be moderated
  5. Timing: Unfortunately, I cannot commit to updating this every week though on average you can expect up to two blog posts every month.
  6. Disclaimer: This is important. Please read the disclaimer section. This blog is not meant as specific investment advice whatsoever. Always come to your own conclusion before acting up on an idea ( direct or indirect) mentioned in this blog post
  7. Tweets: We are not very active on Twitter over the past few years. So some of the Twitter content maybe outdated.
  8. Portfolio: You should consider the portfolio referenced in this blog as purely hypothetical.