Epistasis: Decoding the “Ghost in the Machine” in Investment Analysis In the world of investing, the intricacies of market behaviors and valuations often resemble a ghostly dance of hidden connections. Drawing inspiration from genetics, the concept of epistasis emerges as a powerful tool to illuminate these complex financial interactions. Epistasis, a term [...]
The Essence of Investing: Information, Surprise, and Quantification I wanted to discuss a fascinating concept that lies at the heart of investing—information and its connection to surprise and quantification. By understanding these principles, we can better navigate the intricate patterns of the investment world. Allow me to elaborate on this matter. In the realm of [...]
I have attached an investment idea overview for June 2023 (attached image above). Please review and let me know if you have any questions. The second part of this post, I wanted to describe the process called “Gestalt switch” on how insights occur. Signals Hiding in Plain Sight: The Power of Mental Models in Investing [...]
We are thrilled to introduce you to our unique investment strategy that combines rigorous quantitative analysis with fundamental research to achieve compounded long-term growth. Our approach is grounded in the principles of value investing, a proven strategy employed by investment legends such as Benjamin Graham and Warren Buffett. At Chakkal Capital Management, we don't see [...]
