My Investment Philosophy

[Sayinath]

Great article. Thanks for sharing. I am curious on what's the strategy you follow on portfolio sizing

[Wolf of Harcourt Street]

Hi Sayinath, thanks for the feedback. That’s a great question and probably something I could have included in this article. I have written a dedicated article on position sizing, which I’ll link here.

https://www.thewolfofharcourtstreet.com/p/position-sizing-the-vital-secret

[John Arbuthnott]

Thanks for sharing competitive differentials gives the edge, staying ahead is about first class customer support.

[Wolf of Harcourt Street]

Appreciate the feedback 👍

[And then what]

Well written. This in particular is great: “Investing in public markets isn’t about luck or following the latest trend. At its best, it’s a disciplined, repeatable process, one that combines analytical thinking, business insight, and emotional steadiness.”

[Wolf of Harcourt Street]

Thanks for the feedback, much appreciated. Investing is simple, but it’s definitely not easy.

[Iñaki Garcia Ferrer]

Great post! Greetings from Argentina. Do you have any excel/youtube video,etc to learn the inverse DFC? That is a great tool to see what is pricing the market at present.

[Wolf of Harcourt Street]

Hello my friend. I don’t have any specific reference for you but I’m sure there are lots out there.

[Iñaki Garcia Ferrer]

Ok!!! It’s more than enough with your post!!! Quality content.

[Wolf of Harcourt Street]

I appreciate the feedback

[RKL]

Great clarity.

Easier said than done.

Also, remaining true to your philosophy during times of irrational exuberance is not always easy. Have to overcome fomo.

Wishing you the best

[Wolf of Harcourt Street]

Thank you for the feedback, much appreciated

[Co-Business-Owner]

I like it! It is worth spelling out from time to time.

[Wolf of Harcourt Street]

Thanks for the feedback