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  • On Stocks with a Good Story

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  • On Startups Staying Private for Longer

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  • On What Makes a Great Company

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  • On Defining a Growth Stock

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  • On Being Agnostic

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  • On Mistakes

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  • On Predicting the Economy’s Impact on Stocks

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  • On When to Sell a Stock

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  • On Circle of Competence

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  • On Biggest Mistake Investors Make

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  • On Doing the Research

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  • On Treating Stocks Like Lottery Tickets

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  • On Predicting Macro Economy

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  • On Vigilant Research

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  • On Predicting the Market

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  • On Portfolio Construction and Position Size

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  • On Investment Process

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  • On Recessions

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  • On When to Sell

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  • On Mistake of Not Knowing What You Own

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  • On Knowing What You Own

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  • On Being Agnostic on Stocks

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  • On Price versus Value

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  • On Derivatives

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  • On Worrying About the Wrong Things

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