Blog Posts

  • Show me the incentives and I will show you the outcome

    We human beings we are self centered. Our own interests come first; this is just how we are. We respond to incentives especially if they appeal to our self interest. And if the incentives don’t appeal, there would be unintended consequences. That is why Charlie Munger said: Show me the incentives and I will show…

  • Capital allocation @ Infosys

    Capital allocation at Infosys from 2011 to 2018 and returns to Shareholders as a result of it.

  • When Chandra met Warren

    An imaginary conversation between N Chandrasekaran and Warren Buffett on Capital Allocation.

  • Gold and Dirt

    It’s the nature of the market to swing from extremes of euphoria to extremes of despair. At one extreme gold can trade at the price of dirt and the at the other end, dirt at the price of gold.

  • An open letter to RGC

    My open letter to R G Chandramogan founder and CEO of Hatsun Agro asking him to be more conservative while paying out dividends.