What I Learned About Investing From Darwin - 7investing 7investing
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What I Learned About Investing From Darwin

I just spoke with Pulak this morning about his long-term investing approach and how it was influenced by evolutionary biology.

Similar to our 7investings principles, he follows three pillars:

  • Avoid big risks
  • Get a fair price
  • Never sell

This has led his firm Nalenda Capital to amass very large position sizes in the best-in-class business. He has two funds, and the large position in each has reached 29% and 20% allocations. Overall, the average return on invested capital of the companies in his funds is 41%. That is incredibly high.

I’ll publish the full conversation to our podcast next week. Very enlightening, and further explains how individuals can vastly outperform larger institutions.