Welcome to Second Order Thoughts (2ot.co) - An Intro
Providing Deep, Clear Insights into Smart and Disciplined Investing
“History doesn’t repeat itself, but it often rhymes”
- A quote to remember (Often attributed to) Mark Twain
In a world obsessed with sensationalism and exaggerations, where facts often overshadow the importance of causality and informed decision-making, 2ot.co stands apart. I’m committed to sharing the process, insights, and strategies that shape my approach to public markets investing.
As a seasoned investor with a focus on healthcare, tech, India equities, and commodities, I believe that every successful investment strategy begins with a clear, well-defined framework. That’s exactly what you’ll find here—a structured and disciplined process that drives decision-making and helps navigate the complexities of the market.
To learn more about our approach, visit our About Page.
Who Am I?
I’m a former hedge fund portfolio manager with extensive experience across multiple asset classes and sectors. Today, I focus on public markets investing, leveraging my background in healthcare, tech, and commodities to identify unique opportunities in global equities, with a special focus on India.
Through a blend of fundamental analysis, technical analysis (TA), and macroeconomic insights, my approach seeks to align short-term price action with long-term investment themes. Every trade and investment begins with careful research, combining top-down macro views with bottom-up company analysis.
This site is a reflection of my process and the lessons I’ve learned over the years—lessons that I believe can help anyone looking to make more informed and disciplined investment decisions.
My Investment Process
At 2ot.co, the process is everything. My investment strategy can be broken down into three essential components:
Fundamentals: Understanding the company’s financial health, competitive positioning, and growth prospects. This involves a deep dive into key financial metrics, sector dynamics, and management quality.
Technical Analysis (TA): Timing the markets effectively is critical. I use technical indicators to spot trends, price patterns, and potential entry/exit points.
Macro Analysis: The bigger picture always matters. From central bank policies to global economic shifts, I constantly assess how macroeconomic factors influence individual investments.
I strive to maintain a balanced and well-informed investment approach, one that adapts to market shifts while remaining rooted in a robust, reliable framework. Discover more about my process here: My Process
What You’ll Find Here
At 2ot.co, my goal is to share the knowledge, tools, and insights that guide my investment process. Whether you're an experienced investor or someone just starting to explore the financial markets, you’ll find valuable content designed to help you refine your own strategy.
Why Follow Along?
I don’t offer investment advice, but I do share my opinions and the strategies that have worked for me. Following 2ot.co means gaining access to a seasoned investor’s perspective on global markets, backed by rigorous research and a disciplined process.
If you’re ready to enhance your understanding of markets and build a smarter, more structured approach to investing, you’ve come to the right place.
Welcome to 2ot.co – where smart investing meets a disciplined process.
Keep learning, and stay curious. Profitably yours.🐎
Disclaimer