Blog Posts

  • We’ll see

    We’ll see

    Time is the ultimate stressor. Most of the current narratives, ideas, books, products or technologies are unlikely to stand the test of time. On the other hand, things, ideas and products that have survived for hundreds of years are likely to do so in future too.

  • Unpopular investing

    Unpopular investing

    Investment should be about making good long term returns. It’s not about winning a popularity contest.

  • Voting machine vs weighing machine

    Voting machine vs weighing machine

    This blog revisits some of Ben graham’s teachings related to markets and valuations.

  • Ajit Agarkar channels his inner economist

    Ajit Agarkar channels his inner economist

    In this blog, I present the recent team selection through 3 different ideas.

  • Dot balls in investing

    Dot balls in investing

    When there is nothing to do, do nothing. This is true in Test Cricket, Baseball, Investing and Business. It’s important to be patient and wait for the right opportunity rather than swing after suboptimal opportunities.