Blog Posts

  • 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.

  • Emotions have no place in Investing

    Emotions can play tricks on our minds, making us believe what we want to and leading us to ignore what is reality. Therefore emotions need to be avoided while investing.