Letter No. 130

Often, the gap between what is said and what is understood can be substantial. Hippocrates’ dictum, “First, do no harm,” has often been interpreted to mean avoiding risk at all costs. However, risk should not be avoided; it should be understood, analyzed, and managed. In today’s Economic Times article, we explore how Dr. Peter Attia addresses risk in his book Outlive. Additionally, we examine various election-related (some statistics to better understand it) and sector-specific policy risks.

Discover some fascinating statistics in the article here: https://tinyurl.com/y72fhsev

Our previous articles can be found here: https://www.buoyantcap.com/our-memos/

Disclaimer:

Information in this letter is not intended to be, nor should it be construed as investment, tax or legal advice, or an offer to sell, or a solicitation of any offer to make investments with Buoyant Capital. Prospective investors should rely solely on the Disclosure Document filed with SEBI. Any description involving investment examples, statistical analysis or investment strategies is provided for illustration purposes only – and will not apply in all situations and may be changed at the discretion of the principal officer. Certain information has been provided and/or based on third-party sources and although believed to be reliable, has not been independently verified; the investment managers make no express warranty as to its completeness or accuracy, nor can it accept responsibility for errors appearing herein.