Just because you’re good at anything, does that mean you should do everything?
Economics is a study of opportunity costs. This blog uses opportunity costs as a lens to analyze HDFC Bank and Manappuram.
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.
If you are in business, there is only one god
If you are in business, you should pray to only one god – the customer.
Hello, Benedict!
The mind is lazy and jumps to conclusions.
What kills others makes me stronger
We need to learn from mistakes – ours and others.
Sultans of scale
Economies of scale is a powerful idea from microeconomics. Some of the largest companies, worldwide have put this to good use.
Network effects – part 2
This is part 2 of my blog on Network Effects.
Network effects – part 1
(Writing is hard. Its been over 2 months since I wrote a new blog, because I suffered from a bit of a block. So this blog has been extra hard for me to write. And therefore it may seem extra hard for you to read and for that I apologize.) I am not a fan […]
Elementary ideas from high school that work in Investing
We take two ideas from high school – Efficiency and Compound Interest and apply them to investing.
Other People’s Money
This article first appeared on capitalmind.in. You know what is better than Debt or Equity? It’s Other People’s Money (OPM). Debt is expensive because you need to pay an interest on it. Equity is technically more expensive than Debt because you need to generate better returns for the extra risk that the shareholder is taking. […]
Chinese Bamboo
For the first three years, Chinese Bamboo doesn’t grow much. And then suddenly it grows nearly two feet a day. Chinese Bamboo is also a metaphor for no growth for long periods of time followed by a burst of extreme growth.
Interest upon Interest 