The Case for Owning Fewer Stocks
Diversification protects you from ignorance — concentration rewards you for knowledge. Why a 12–15 stock portfolio, researched deeply, beats a 60-stock blur for most serious investors.
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The Aurven Journal
Notes on markets, written to last
Essays on investing discipline, market cycles and the craft of long-term wealth — no hot takes, no tips.
Price Is What You Pay, Multiple Is What You Believe
Why P/E ratios mislead more investors than they help — and the three questions to ask before trusting any multiple.
Jul 2026
Small-Caps After the Storm
What history says about Indian small-cap returns in the three years following a 25% drawdown.
Jun 2026
Owning America from India
A practical framework for Indian investors adding US equities: taxation, currency, and what actually deserves a place.
Jun 2026
The Art of Doing Nothing
Activity is the tax on returns. How the best investors structure their process to make inaction the default.
May 2026
Reading an Annual Report in 90 Minutes
The sections that matter, the ones that don’t, and the red flags that hide in plain sight.
May 2026
₹10,000 a Month, Thirty Years
The unglamorous arithmetic of getting wealthy slowly — and why almost nobody sticks with it.
Apr 2026
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