Don't Listen To Me: A Note From Pranjal

If you’ve been following my content for a while, thank you. It really means a lot because you chose to spend your time watching, reading, and thinking along with me. 

So I owe it to you to say what’s real, even if it sounds odd coming from me:

Don’t Just Listen To Me

Try to also learn from a few other people you trust; people who look at things differently, or better yet, those who look at better things. 

Because it’s easy to end up in an echo chamber. That’s when you follow a few people who think like you, and after a while, everything you hear starts sounding the same. It feels comfortable, but it can quietly shrink the way you think.

And in investing, that can be dangerous. You might ignore important ideas just because they don’t match the way the people you follow think.

The Different Lens 

There’s a whole side of the market I don’t usually cover, like, capital-intensive and B2B businesses. They’re not my niche, and I prefer to stay within my circle of competence.

But that’s only my side of the story. 

SOIC Research, for instance, explores these behind-the-scenes companies and high-capex sectors through a very different lens. And that’s exactly why their perspective is worth paying attention to.

Does that mean you should blindly follow them? Of course not. Just like you shouldn’t blindly follow me.

If anything, treat us like different tabs open on your browser. You’re not supposed to pick one; you’re supposed to switch between them, compare notes, and maybe even disagree with both. That’s how you build your own thinking, your own mental models.

And When You Do That…

You begin to understand how different kinds of companies grow, struggle, and create value. And that is how real investing insight is formed. Not in isolation, but in contrast.

Even at Finology, we sit around debating ideas, poking holes in each other’s arguments, and sometimes even letting go of stocks that feel “too perfect.” No, we don’t like being contrarian. It’s just that we’ve seen how easy it is to fool ourselves when something sounds right.

It’s a habit I hope you build too.

So yes, listen to me. But also listen to other credible voices and sources. Especially the ones who don’t sound like me. Because good investing isn’t about loyalty. It’s about clarity, which (unlike in a photo) comes when you zoom out.

To Curiosity (and Caution),
Pranjal Kamra