Hitesh Patel @nirvanatrails

Seeking Wisdom | Gypsy at heart | Loner in crowd goodreads.com/HiteshPatel Bombay Joined July 2009

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Brian Willott Farms @BrianWillott

3 months ago

They should change the name to "Strait of Schrödinger". It's both open and closed at the same time.

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Matt Shumer @mattshumer_

5 months ago

x.com/i/article/2021…

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Normal Guy @Normal_2610

6 months ago

Progress often comes not from doing more, but from stopping stupid things Break the Loop, find the bug and Fix it

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sysls @systematicls

6 months ago

x.com/i/article/2004…

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Indian Aesthetics @IndianAesthetik

9 months ago

ramayan should be a diwali watch ✨️, every diwali celebration should include the story of ram, coming back to ayodhya after 14 years of exile. that's the entire reason for this festival. 🪷

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Nassim Nicholas Taleb @nntaleb

10 months ago

I just published The World in Which We Live medium.com/p/the-world-in…

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The Paradox of knowing too much There’s a particular seduction in going deep. You start with an innocent goal: understand the fundamentals of a sector. A few annual reports later, you’re dissecting decade‑old regulatory changes, memorizing acronyms that sound like code words, and mapping a mental web of suppliers, distributors, and adjacent technologies. It feels like progress — every new insight a step closer to “mastery.” But then the market does something humbling. A company you’ve researched for months underperforms, while another — whose sector you barely skimmed — outpaces expectations. You find yourself asking: Did I miss something? The uncomfortable answer: probably not. Investing, at its core, doesn’t reward encyclopedic knowledge. It rewards the ability to see clearly — to identify what truly moves the needle. Every sector has a handful of levers that matter, variables that actually drive value creation. Most of the rest is noise, the kind that pads presentations and fuels clever conversations but doesn’t necessarily improve decision‑making. Deep knowledge has another hidden cost: cognitive overfitting. The deeper you go, the easier it becomes to confuse familiarity with foresight. You start defending your accumulated knowledge instead of questioning it. Complex mental models, once useful, harden into filters that distort new information. You know too much about the small stuff and not enough about what actually shifts the tides. The irony? A “working knowledge” is often enough — broad and functional, focused on understanding drivers of value without drowning in detail. Knowing which questions to ask, which numbers matter, and when to walk away often trumps the encyclopedic grasp of every moving part. In fact, many of the most successful investors practice what looks like strategic ignorance. They accept that no one can know everything. Instead, they orient around the big forces — cycles, consumer behavior, competitive advantages, and capital allocation — and keep their decision‑making nimble. Depth feels like an edge because it flatters our sense of control. But in markets, the illusion of control can be dangerous. The reality is that even the best research can’t fully account for randomness, shifting narratives, and the complex web of human behavior that drives prices. None of this is an argument against doing your homework. It’s a reminder to define how much homework is enough. The goal isn’t to win an intellectual contest; it’s to make good decisions with imperfect information. Every additional layer of detail you absorb has to justify its weight. Does it sharpen your understanding of risk and reward, or is it ballast — knowledge that slows you down without improving your returns? There’s a discipline in knowing when to stop digging. Because beyond a point, depth stops being an edge. It becomes an anchor.

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Hitesh Patel @nirvanatrails

11 months ago

@Anand_shah07 "Investing, at its core, doesn’t reward encyclopedic knowledge. It rewards the ability to see clearly — to identify what truly moves the needle. Every sector has a handful of levers that matter, variables that actually drive value creation." Very well said.

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Hitesh Patel @nirvanatrails

a year ago

“In both poker and mountaineering, people often survive bad choices — or die after good ones. We must stop equating luck with skill. Luck and uncertainty play a massive role. The only thing we control is our process.” — @imvishnukarthik medium.com/p/getting-to-t…

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Hitesh Patel @nirvanatrails

a year ago

India Is Gripped by a Spiritual Tourism Boom as Faith Becomes Fashionable whatsapp.com/channel/0029Va…

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Hitesh Patel @nirvanatrails

a year ago

S-400 🙏

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Hitesh Patel @nirvanatrails

a year ago

“The stupidity of people comes from having an answer to everything.” whatsapp.com/channel/0029Va…

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Vishal Khandelwal @safalniveshak

a year ago

You don’t need to have a view on everything. #investing

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ₕₐₘₚₜₒₙ @hamptonism

a year ago

You're not stuck. You're just committed to certain patterns of behavior bc they helped you in the past. Now those behaviors are not necessary. The reason why you can't move forward is bc you keep applying an old formula to a new level in your life. Upgrade the formula, get a different result.

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ARRAI- Assoc. of Regd. Research Analysts of India @ARRAI_SEBIRA

a year ago

ARRAI is thankful to @SEBI_India Chief Mr Pandey to consider and agreeing with the ARRAI representation for advance fee collection limits. We continue to believe that SEBI will remain open to jointly work on issues of the Research Analysts community moneycontrol.com/news/business/…

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Hitesh Patel @nirvanatrails

a year ago

Great read.

Balaji Vaidyanath ⚡️ @nbalajiv

a year ago

FMCG’s Kuber crisis. Our latest piece in Businessline. Thoughts and feedback welcome.

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Sohrab Vakharia @SohrabVakharia

a year ago

How systematic and regular investments can change your life. A podcast with @nirvanatrails Hitesh Patel from @AmartaruCapital Do watch and share with someone who needs to know the power of compounding. youtu.be/ckGTZi3nIrY

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Hitesh Patel @nirvanatrails

a year ago

@bharatbetpf (1) ARRAI- Assoc. of Regd. Research Analysts of India (@ARRAI_SEBIRA) / X

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ARRAI- Assoc. of Regd. Research Analysts of India @ARRAI_SEBIRA

2 years ago

Be Ready for Tomorrow! Join the biggest RA's meetup on Sunday at 12 Noon. #ARRAI invites all #SEBI-registered Research Analysts to discuss key industry topics and shape the future of our community. Don’t miss it! For details, contact: 02269620304 #SEBIRegistered #ARRAI