Letter # 78

The idea that such small changes can lead to dramatically different outcomes does not come naturally to us. We often link success, in a highly competitive sport or industry, to making big-bang changes.

In my ET article today, I talk about a professional cycling team and a company that made seemingly small changes but generated outsized returns. Also, the lessons that we, as investors, can draw from their process. Here: Investment Strategy: How the 1% rule can help you become a better investor – The Economic Times (indiatimes.com)

Disclaimers:
Information in this letter is not intended to be, nor should it be construed as investment, tax or legal advice, or an offer to sell, or a solicitation of any offer to make investments with Buoyant Capital. Prospective investors should rely solely on the Disclosure Document filed with SEBI. Any description involving investment examples, statistical analysis or investment strategies are provided for illustration purposes only – and will not apply in all situations and may be changed at the discretion of the principal officer. Certain information has been provided and/or based on third-party sources and although believed to be reliable, has not been independently verified; the investment managers make no express warranty as to its completeness or accuracy, nor can it accept responsibility for errors appearing herein.