Blog Posts

  • Network effects – part 1

    Network effects – part 1

    (Writing is hard. Its been over 2 months since I wrote a new blog, because I suffered from a bit of a block. So this blog has been extra hard for me to write. And therefore it may seem extra hard for you to read and for that I apologize.) I am not a fan…

  • Elementary ideas from high school that work in Investing

    Elementary ideas from high school that work in Investing

    We take two ideas from high school – Efficiency and Compound Interest and apply them to investing.

  • Other People’s Money

    Other People’s Money

    This article first appeared on capitalmind.in.  You know what is better than Debt or Equity? It’s Other People’s Money (OPM). Debt is expensive because you need to pay an interest on it. Equity is technically more expensive than Debt because you need to generate better returns for the extra risk that the shareholder is taking.…

  • Chinese Bamboo

    Chinese Bamboo

    For the first three years, Chinese Bamboo doesn’t grow much. And then suddenly it grows nearly two feet a day. Chinese Bamboo is also a metaphor for no growth for long periods of time followed by a burst of extreme growth.

  • Toll Bridges

    Toll Bridges

    This blog is about how Toll Bridges print money for their owners.