Military planners basis framework – OAKOC. If applied to investments?

25^th March 2026

 

Military planners basis framework – OAKOC. If applied to investments?

 

Dear Fellow Citizen,

 

Jai Hind! Trump is keeping the world on edge. To remain on the edge is the new normal for all of us. Today, I am sharing the Military framework which they follow while planning their war. This can be used in the field of investments also. In fact the top investors are already following the same. Let me share the same in detail. 

 

OAKOC: - In Military doctrine TERRAIN ANALYSIS and CONTINGENCY planning are two pillars that determines the success and failures of the operations. 

 

To do the TERRAIN Analysis the most comprehensive FRAMEWORK is used – OAKOC.

 

Observation of the Field: - What can you see and hit? If we used the same for investments – we need to observe the market / economy and emerging situations on a day to day basis. 

 

If the observation is done without getting attached – we will see that the WAR is nothing but the business. It’s not done out of HATRED but out of pure business calculations. 

 

If we pick up the above observation – we know that the market fall is a good opportunity to add stocks we really like to add for the long term. 

 

Most investors fail to observe without getting emotional.

 

Approach: - Where can forces move? 

 

Approach shows us the way to enter the enemy country. If you watch the current war – the narrow strait of HORMUZ failed the mighty USA naval forces as they couldn’t maneuver successfully. The USA didn’t observe the terrain properly and now TRUMP has to do the face saving by making false claims of victory. 

 

If you have observed the market properly in the first place – the approach becomes evident.

 

Your approach for short term investments or long term investment returns will decide your investments picks and in turn your wealth creations for the long term. 

 

Key Terrain: - What locations give advantages if controlled? 

 

What kind of companies or sectors will give advantages if invested in this fall? 

 

Now, this is also linked to the observations. If you have observed that the sectors move in the cycles – you will know which sectors have topped out and which sector have bottomed out. Those who have bottomed out – will give you better risk reward. 

 

Obstacles: - What kind of obstacles will we face in our goals of defeating the enemy? 

 

TRUMP has publicly admitted that he had not expected that IRAN would retaliate this way. The USA followed the simple method followed in the past war – kill or capture the top leader of the country and take control. Now the CIA is active in NORTH EAST India. So, keep your eyes open. 

While investing the obstacles are many. You may not get the required quantity at the expected price. Your stock prices may go down further after your purchase. Your stocks may not move in the expected timeline. These are the obstacles and the solutions lie in the WHAT IF ? kinds of questions.

 

Before you approach – the answer of WHAT IF the stocks do not move or war escalates should be ready. 

 

Cover and Concealment: - Where can forces hide or protect themselves? 

 

This is very important to remain a successful investor. Under this plan – you can follow stop losses / averaging / diversification to protect your losses. 

 

CONTINGENCY PLANNING: - 

 

This is the second part of the military planning. Nothing in life / investments and war goes as per planning. So, we need a plan B also. 

 

The USA assumed that if they kill Iran top leaders – they will take control of the IRAN. But they are baffled now as the IRAN has back up or back up. I have been told that they have backed up 7 generations for a particular post. If you have killed the 1^st leader – the second will take over immediately and likewise.

 

Contingent planning in the investment is necessary in two cases. If the fundamentals of the company weakens drastically – they have to take immediate calls. If the market situation becomes drastically negative due to WAR ESCALATIONS – you have to have your answers ready.

 

What NEXT? 

In India – normal people are afraid to think in terms of CONTINGENCY planning. Most heads of the family are not ready to think – what if he or she dies tomorrow? 

 

Most do not have the planning for the same. In COVID times – many families came on ROAD or suffered brutally as the head of the family died without telling them anything.

 

If you like the above FRAMEWORK apply in all areas of your life. 

 

Follow me on Twitter @hiteshmparikh / WhatsApp - +91-9869425399.

 

Learn a Lesson. Live with Passion & Invest with Reason.

 

Hitesh Parikh.