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2y ago
Joys of Compounding Chapter 12: Building Earning Power through a Business Ownership Mind-set
37xBetter.
  • An investor builds earnings power through a business ownership mind-set.

  • Investing in publicly listed businesses is a great way to passively reap most of the major benefits of running one’s own business, without being exposed to the disproportionate risks emanating from the usual vagaries of directly running a business.

  • Stocks are not just pieces of paper but fractional ownership stakes in real businesses. They are a claim to a piece of a business’s profits, which grows as the business invests in productive activities, executes well, and generates returns.

  • Be passionate about the business but dispassionate about the stock.

  • When you think like a business owner, you no longer view stocks as pieces of paper or buy them with “target prices” in mind.

  • Instead, you view stocks as part ownership in a business and you want to savor the journey alongside the promoters.

Such a passive approach offers multiple benefits:

  1. The possibility of partly owning a business with a small investment corpus

  2. Minimizing risk through diversification

  3. Access to top-notch managers to run the business.

  4. Buying business ownership on your own terms.

  5. Opportunity to shoot rare, fast-moving elephants.

  6. The invaluable flexibility of a quick and smooth exit.

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