Blog Posts

  • Bed of Procrustes

    Bed of Procrustes

    The Bed of Procrustes is a metaphor for fitting reality to meet the reality to our internal narratives rather than the other way around. When we confront our Bed, better to discard it than to behave like Procrustes.

  • Reciprocation at play

    I take a current example to show Reciprocity Bias.

  • 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.