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My journey to understand business and evaluation of business - Part 2

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      It is important to predict business outcomes for long term of at-least 10 years with good safety margin irrespective of market quotation for success in long term investment strategy.  For this business should have good earning potential in next 10 years. I prefer to follow this strategy as I am not a full time trader. List you circle of competence and go to step 1 only if its inside my circle of competence. Step 1 Predictable earnings - 10 yrs EPS to be found See if it has upward trajectory if there is any anomaly in any years - find the reason behind the anomaly. Step 2 Higher the price you pay lower the rate of return Find the initial rate of return: Price of the stock in current year(x) : Expected earning per share for current year(y) :                                                                  Price of stock in current Initial rate of return(z) :              ----------------------------------------                                                   Expected earning per
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The case where I lost half my worth due to detour from my ideal path of buffet-munger way.

I always tried to learn from the very best in investment business Mr buffet and Munger. I have tried to understand and follow all their method while investing. Even though I tried to follow it I took a detour and it cost me half of my investment. Rules I broke : Always  invest long term. Always buy good business at fair price than fair business at wonderful price. Don't listen to guru's And I did break all the above rules. I happen to follow the modern warren buffet or Shameless clone of warren buffet as he himself advertises. Following where Mr Pabrai's idea of choosing stocks in a youtube video These where tips from him I followed to pick the stock 1.Business that Idiots can run 2. Great Management and Great Business is the way to go. 3. Low Risk - High uncertainty business that are always wrongly priced by markets - Look for stocks with PE less than 3 (More than 3 would be dead stocks or would not move much) - This was the point that killed me. 4. Bankruptcies etc. 5. Up
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My journey to understand business and evaluation of business - Part 1

I am at a place in my life where when I look back. I think I have got everything I did with money wrong. I took too many leaves at my first job( Partially because my team lead was never here and always in US) and I had finished my work before hand while others where catching up. Then I chose to go places where I thought I was doing the best given my choices as things where contagious in personnel life. Sadly after this journey once I have reached there I realized may be I do not like it enough as I thought I would in a MNC work culture. The work we do is never to our 100 percent liking. I know I am good at what I did because it just put my 1/8th of the effort that I am capable of to match with others who had gone through hours of brainstorming to achieve what they have acheived. But after living through this and having almost 7 years of work life. I had absolutely nothing to show for it. Including the penny balance in account which does not even meet up my monthly needs. Add to this si
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Trying to do a compensator design

Document Reference : International Rectifier AN-1162 Compensator design procedure for buck converter with voltage mode error amplifier Introduction to synchronous buck converter: Low ESR and Low ESL MLCC capacitors are used : High resonance frequency hence it will have ripple of high switching frequencies at low voltages levels. This is a desirable trait. But stabilizing a MLCC based compensator is more complex than compensator design using an Electrolytic capacitor - Need more attention.
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Trying to put everthing in perspective

Last 11 months lot of things happened. I got married. I changed job. Twice. Corona cancelled our trip and cost me around 1 lakh. Lost so much money. Lost Fitness. Lost my effort to get into personnel and proffesional fitness regime to all sort of excuses. So in following blog post I am trying to do each of them and keep a record of it.
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Reasons to not compare ourself to others

Comparisons are always unfair.  We typically compare the worst we know of ourselves to the best we presume about others. Comparisons, by definition, require metrics.  But only a fool believes every good thing can be counted (or measured). Comparisons rob us of precious time.  We each get 86,400 seconds each day. And using even one to compare yourself or your accomplishments to another is one second too many. You are too unique to compare fairly.  Your gifts and talents and successes and contributions and value are entirely unique to you and your purpose in this world. They can never be properly compared to anyone else. You have nothing to gain, but much to lose.  For example: your pride, your dignity, your drive, and your passion. There is no end to the possible number of comparisons.  The habit can never be overcome by attaining success. There will also be something—or someone—else to focus on. Comparison puts focus on the wrong person.  You can control one life—yours. But whe
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Getting back to theory side of Electronics - You can say its for the interviews

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Opamps Operational amplifiers  are linear devices that have all the properties required for nearly ideal DC amplification and are therefore used extensively in signal conditioning, filtering or to perform mathematical operations such as add, subtract, integration and differentiation. An  Operational Amplifier , or op-amp for short, is fundamentally a voltage amplifying device designed to be used with external feedback components such as resistors and capacitors between its output and input terminals. These feedback components determine the resulting function or “operation” of the amplifier and by virtue of the different feedback configurations whether resistive, capacitive or both, the amplifier can perform a variety of different operations, giving rise to its name of “Operational Amplifier”. Transistor Y our brain contains around 100 billion cells called neurons—the tiny switches that let you think and remember things.  Computers  contain billions of miniature "
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