Blog Posts

  • Growth and Optionality

    Growth and Optionality

    This is a blog on the importance of growth in investing and how companies can create optionalities for their shareholders.

  • Fragility and Optionality

    Fragility and Optionality

    To survive we need to avoid fragility and to thrive we need to embrace optionality.

  • Conservative Banker

    Conservative Banker

    This is a blog on the incentives of a conservative banker and why they say No a lot more than they say Yes.

  • Sarala’s tale

    Sarala’s tale

    This is a small story of my cook Sarala and her journey towards home ownership and Financial Inclusion.

  • Perspectives

    Today’s market crash that wiped out Rs 13 T of market capitalization may actually be a great opportunity to buy more. Just need a different perspective.