Extremistan – Mediocristan
The idea of Extremistan and Mediocristan is powerful and can help find investment ideas.
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.
Gordian Knot
This is a blog on the mental model of Gordian Knot.
Invisible but real costs
This blog explores the opportunity costs of banning products from some countries.
Incentives, not intentions, drive the outcome
People understand incentives. They understand what is good for them and what isn’t. They aren’t moved by the noble intention; they are more concerned by what’s in it for them.
Go beyond the obvious
Sometimes, like an iceberg what is not visible is more important that what is visible and obvious.
When the patriot met the economist
An imaginary conversation between the patriot in me and the economist in me.
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.
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.
Interest upon Interest 