---
type: knowledge
status: inferred
tags: [investing, philosophy, finance]
updated: 2026-06-07
---
# 📜 Investment Philosophy
> *Inferred starting points from your background & builds — rewrite in your own voice. Not financial advice; your principles only.*

## What your work suggests (inferred)
- **Cashflow-literate:** project-finance career = deep comfort with DCF, debt, downside cases → likely a **fundamentals/cashflow** lean over hype
- **Systems & data:** you built [[TradeBuddy]], [[Position Tracker]], [[Economic Survey Visualizer]] — suggests a **quant/systematic, data-driven** streak
- **Macro-aware:** [[India Economy Dashboard]] + Economic Survey work → you track **macro** context
- **Sustainability thesis:** career-deep in **renewables** → plausible conviction in the energy transition as an investable secular trend

## Principles (fill in — these are YOURS)
- [ ] Time horizon & style (long-term compounding? active trading? both, in sleeves?)
- [ ] Asset classes you play (Indian equities, US, F&O, crypto, private/angel?)
- [ ] Position sizing & risk rules
- [ ] Your edge / circle of competence (renewables? finance? tech?)
- [ ] What you refuse to do

## Theses to develop → [[60 - Knowledge]]
- [ ] Energy transition / renewables investing thesis
- [ ] India macro thesis

## Related
[[MOC - Investing]] · [[Finance Overview]] · [[TradeBuddy]] · [[Decision Log]]