Lets discuss how to invest in equity directly, the end to end picture, taking as an example my largest holding: RACL ⚙️ 🖥️

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I am not a financial advisor & please don’t treat any of this as financial advice. Also, please dont think of whatever i say here as gospel or the absolute truth. This is only my perception of the truth.

I am not your Guru.

A little bit of framework/paradigm building up-front, please bear with me.

Here is the 1 tweet summary. 1000s of hours of reading, writing & contemplation.
Then, decades of patience. If we get both the steps roughly right, then some 💰💰.

The first step a Direct Equity investor with little knowledge has to do is to perceive their world accurately.

We do this by seeing interviews by experienced investors, books they're writing & reading company communications.

When we perceive our world through reading & listening, we go from being an investor with little knowledge to an investor with some knowledge. We are building mental models by learning from experienced investors

See how many our investor became :D