When Rory met Sanyal
Once you understand why people do what they do, it is easier to sell ideas to them. This blog combines a real life problem with Rory Sutherland’s wisdom in a Dhurandhar like setting.
Author: Vikas Kasturi
I am a value investor, based out of Bengaluru, India. I use this website to write about my thoughts and ideas.
You can reach me at vikasmkasturi@gmail.com.
Best of times, worst of mistakes
This blog is about money. And how over centuries we seem to be making similar mistakes with it.
Anitya: everything is transient
Everything is transient. They come and they go. And things often don’t go according to plan. But cultivating an attitude of taking things less seriously and viewing them as transitory can act as a shock absorber.
We’ll See – 2
Change is hard yet underestimated and we must not declare victory too soon because things tend to revert to mean. This is a sequel to the previous blog on the importance of being skeptical.
We’ll see
Time is the ultimate stressor. Most of the current narratives, ideas, books, products or technologies are unlikely to stand the test of time. On the other hand, things, ideas and products that have survived for hundreds of years are likely to do so in future too.
Unpopular investing
Investment should be about making good long term returns. It’s not about winning a popularity contest.
Voting machine vs weighing machine
This blog revisits some of Ben graham’s teachings related to markets and valuations.
Ajit Agarkar channels his inner economist
In this blog, I present the recent team selection through 3 different ideas.
Dot balls in investing
When there is nothing to do, do nothing. This is true in Test Cricket, Baseball, Investing and Business. It’s important to be patient and wait for the right opportunity rather than swing after suboptimal opportunities.
Lessons from a lost sheep
In this blog, I connect the Parable of the Lost Sheep from the Bible to investing in turnarounds. Just as there is extra happiness in finding the lost sheep, there is extra rewards for a turnaround that is successful.
Interest upon Interest 