About Us

We describe an ‘Investing Thesis’ as the rationale underpinning the making of an investment. You can have a number of investing theses, ranging from the micro level such as having an investing thesis for a particular stock, option or futures contract, all the way up to the macro level, where your investment thesis might help in determining which asset class (be it equities, real estate, commodities bonds etc.) might provide superior investment returns. In other words, having an ‘Investing Thesis’ can not only give you the basis for making an investment but it can also provide you with an understanding of how that investment will generate returns in the context of your larger ‘Investment Thesis.’ Having an ‘Investment Thesis’ also helps us focus our investments and disallow deviations based on impulsivity, and populist beliefs amongst other things.

The only caveat to our ‘Investing Thesis’ follows in the musings of John Maynard Keynes, who said “When the facts change, I change my mind. What do you do, sir?”

Founded in December 2009, the Investing Thesis blog/website provides individual investors with the information needed to make investment decisions. We publish both syndicated and original articles and exclusive interviews, summary analyst reports and insights into the everyday machinations of the capital markets. In addition, we feature a number of knowledgeable experts and provide several different viewpoints with respect to market related events and processes. Our goal here at Investing Thesis, is to enlighten, educate and empower you, the reader, with the knowledge necessary to successfully navigate the capital markets of the world.

Investing Thesis is advisor friendly. We recognize and recommend the use and need of knowledgeable and qualified, trustworthy and caring, personable and organized investment advisors.

Arjun Rudra

My name is Arjun Rudra. I started blogging in 2006. I have only been investing and involved in the capital markets for 4 years but very early on I came to realize and formulate opinions on who I consider to be experts in the various fields I follow. After a year of blogging, an article I wrote caught the fancy of a business reporter from the Globe and Mail (a national newspaper in Canada). The article was a brief primer on how retail investors can piggy back off the trends and stock picks of fund managers/analysts by scouring through the immense information available on the internet. One thing led to another and I was asked to make a few comments in a nationally syndicated article with a profile picture to boot. The mainstream exposure helped me in make a few connections in the world in finance, which led to a series of interviews. I’m trying to interview and glean the insights of as many professionals in the capital markets as I possibly can. In the hopes that one day, I can assimilate the knowledge and smarts needed to be a successful investor and eventually - financially free.

I graduated with a Bachelor of Arts in Criminology from Simon Fraser University in 2009. During my days at Simon Fraser, I recall exponentially more productive study sessions when engaged with a partner or two. In the same vein, I hope you join me, perhaps even assist me in the completion of my quest - to be financially free by age 35 (I was born in ’85 and that should provide you with enough information to deduce my age). I solemnly pledge to notate what I’ve learned and be as open, transparent and helpful as I possibly can in my writing but also in my interaction with you - to which I look forward.

So get in touch with me, if you like via:

Email: arjun [at] investingthesis [dot] com,

Twitter (@investingthesis),

Facebook (InvestingThesis),

LinkedIn (arjunrudra)

or Click Here to tell me about your investing thesis.

Disclaimer

The Investing Thesis blog/website and its content are for informational and educational purposes only. The Investing Thesis blog/website does not render general or specific investment advice and no information provided should be construed as being the primary basis for an investment decision or as reflecting recommendations taking into account your individualized requirements, and we disclaim any warranty or liability for actions you may take as a result of access to our site. In other words, decisions based on information obtained from the Investing Thesis blog/website are at the reader’s sole risk and responsibility, and before making any decision on the basis of this information, the reader should consider the assistance of a financial and/or securities adviser.

Although any data shown on our website is gathered from sources we consider reliable, we offer no guarantee of its accuracy or availability. All information is subject to possible correction. Information may quickly become unreliable for various reasons, including changes in market conditions or economic circumstances. If an investment is denominated in a currency other than the recipient’s currency, changes in the rates of exchange may have an adverse effect on value, price or income. The levels and bases of taxation may also change from time to time.

Investment outcomes are often subject to considerable risks. There is no guarantee that any general information or recommendations offered on our website will achieve your particular investment objectives, or that results will be favorable. Illustrations of past performance of particular investment strategies should not be taken as a reliable indicator of the future, but only as a possibility that may be to some extent supported by evidence.

From time to time, the Investing Thesis blog/website and its employees or members of their families, as well as persons interviewed for articles on the site, may have a long or short position in securities mentioned and may make purchases and/or sales of those securities in the open market or otherwise.

The Investing Thesis blog/website does not represent, warrant, or endorse the accuracy, reliability, completeness or timeliness of any of the information, content, views, opinions, recommendations or advertisements contained on, distributed through, or linked, downloaded or accessed from any of the services contained on the Investing Thesis blog/website, nor the quality of any products, information or other materials displayed, purchased, or obtained by you as a result of an advertisement or any other information or offer in or in connection with the Investing Thesis blog/website.

Investing Thesis hereby grants an unrestricted license to use or disseminate this copyrighted material (i) only in whole (and always including this disclaimer), but (ii) never in part.