Blog Posts

  • 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.

  • Lessons from a lost sheep

    Lessons from a lost sheep

    In this blog, I connect the Parable of the Lost Sheep from the Bible to investing in turnarounds. Just as there is extra happiness in finding the lost sheep, there is extra rewards for a turnaround that is successful.

  • Redistribution

    Redistribution

    This blog is about redistribution of assets, capacities and other resources across locations and time horizons. Redistribution allows you to have staying power during bad times and inability to redistribute causes fragility.