Blog Posts

  • Cash is reality – part 2

    This is the 2nd blog in the Cash is reality series. You can read the first blog here. A quick recap on part 1: Almost all investors are focused on the PnL while the Cash Flow Statement (CFS) is neglected. We can build our edge by paying more attention to the CFS. Profit and Loss…

  • Cash is reality – part 1

    Peter Thiel, founder and former CEO of PayPal and famous venture capitalist starts his book by asking: “What important truth do very few people agree with you on?” Peter Thiel, Zero to One This is a difficult question because you need to have a confident and contrarian opinion to what the masses have. I don’t…

  • Aavas – the house that Sushil Agarwal built

    Aavas – the house that Sushil Agarwal built

    This is a small tribute to Aavas Financiers and it’s former CEO Sushil Agarwal.

  • The humble Index Fund

    The humble Index Fund

    What is an Index? An Index is a collection of companies. The Sensex 30 is a weighted average of the 30 largest companies (by market capitalization) in the BSE . The Nifty 50 is a weighted average of the 50 largest companies in the NSE. Likewise there are other indices like Small Cap Index, Bank…

  • Insurance bhi. Investment bhi.

    Insurance bhi. Investment bhi.

    This blog is about Financial Products that come bundled with Insurance and Investment that end up being good for neither.