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 is a metaphor for gambling foolishly. The Credit Rating Agencies were playing Russian Roulette by not awarding to IL&FS.
A made in India credit crisis is taking place.
Short feedback loops are powerful. They tell us what we did right and reward us for it and vice-versa, they tell us what we did wrong and punish us for it. Therefore by rewarding or punishing our behavior, short feedback loops alter our behavior.
An imaginary conversation between a Rich Guy and Warren Buffett.
Photo Credit: Photo by Travis Essinger on Unsplash
Looking for companies that can bounce back like Rahul Dravid did many times.
Assets produce cash. Liabilities consume cash. This simple way can be used to avoid bad investment decisions.
An imaginary conversation with Mr. Kumar Mangalam Birla on the future prospects of Vodafone Ide
We human beings we are self centered. Our own interests come first; this is just how we are. We respond to incentives especially if they appeal to our self interest. And if the incentives don’t appeal, there would be unintended consequences. That is why Charlie Munger said: Show me the incentives and I will show […]
Capital allocation at Infosys from 2011 to 2018 and returns to Shareholders as a result of it.
Interest upon Interest 