Toll Bridges
This blog is about how Toll Bridges print money for their owners.
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.
Tech driven platforms
This blog is about the tech startup where my friend works.
Winning ecosystems
This is a blog about my friend’s handicraft business.
If See’s Candy were in the wedding business
This blog is about my friend’s business that share many characteristics with See’s Candy.
Force Multipliers
Levers are an example of a force multipliers.
98-2
There is this old joke. A home owner had a leaky pipe in house and called the plumber to fix it. The plumber came, took a while to inspect and after doing so he fixed the leak. “How much”, asked the owner. “$ 100” said the plumber. “$100?!! But the fix was so small and […]
Game theory
Game theory allows us to understand how people act in situations where they are interconnected.
Price, value and other things
Yesterday, I met some ex-colleagues who are also friends. Since I moved onto to do something very different – investing in stocks, there is some curiosity about what is it that I do, how am I faring and if the move has been worthwhile. You know, all the proxy questions to “how much do you […]
Russian Roulette
Russian Roulette is a metaphor for gambling foolishly. The Credit Rating Agencies were playing Russian Roulette by not awarding to IL&FS.
Privatized benefits, socialized costs.
A made in India credit crisis is taking place.
Interest upon Interest 