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Raj Dass

Raj Dass

Investing in Extraordinary Companies • Sharing insights on dealmaking and investing.

Stock MarketStock Market
Extraordinary Companies portfolio is up 75%
Jun 08, 2025

Extraordinary Companies portfolio is up 75%

The newly rebalanced portfolio

Raj Dass
Raj Dass
Stock MarketStock Market
Warren Buffett and Charlie Munger are wrong
Jun 01, 2025

Warren Buffett and Charlie Munger are wrong

Diversification is not diworsification

Raj Dass
Raj Dass
Stock MarketStock Market
One Big Beautiful Bull Market
May 25, 2025

One Big Beautiful Bull Market

Is South Africa secretly having a bull market?

Raj Dass
Raj Dass
PortfolioPortfolio
The ROA Watchlist portfolio is up 480%
May 18, 2025

The ROA Watchlist portfolio is up 480%

New Extraordinary company added

Raj Dass
Raj Dass
Stock MarketStock Market
Hidden South African investment jewels
May 11, 2025

Hidden South African investment jewels

PSG Financial Services

Raj Dass
Raj Dass
Stock MarketStock Market
Why I don't like Disney
May 04, 2025

Why I don't like Disney

The Winner's Curse

Raj Dass
Raj Dass
Stock MarketStock Market
Tariffs and investment opportunities
Apr 06, 2025

Tariffs and investment opportunities

Keep calm and carry on

Raj Dass
Raj Dass
PortfolioPortfolio
We bought Meta Platforms
Mar 30, 2025

We bought Meta Platforms

Executive MBA Lesson 1 - Network Effects

Raj Dass
Raj Dass
Stock MarketStock Market
The market is falling but is it cheap?
Mar 16, 2025

The market is falling but is it cheap?

Apple | Amazon | Alphabet | Meta | Microsoft | Nvidia | Tesla

Raj Dass
Raj Dass
Stock MarketStock Market
Nvidia is worth more than the market thinks
Mar 02, 2025

Nvidia is worth more than the market thinks

Is the market efficient?

Raj Dass
Raj Dass
Investing in the top 1% of companies in the world

Rule of Acquisition

Investing in the top 1% of companies in the world

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