Emotions have no place in Investing
Emotions can play tricks on our minds, making us believe what we want to and leading us to ignore what is reality. Therefore emotions need to be avoided while investing.
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.
The fallacy of data
We tend to over weigh what we know and under weigh what we don’t. This can be dangerous.
Do you remember the Tata Nano hype?
In 2008, we were as excited as Tata Nano as we are about self driving cars in 2018. Unfortunately it didn’t live up to its hype. What lessons can we learn from it?
A few lessons from the board game ‘Risk’
A few lessons on being conservative and risk averse from the board game Risk.
What happens when you snatch a bone from a dog’s mouth?
We humans are loss averse. Therefore when presented with a prospect of loss, we tend to super react to avoid the loss. A few examples from our daily life.
Doing nothing, when doing nothing is needed
Sometimes, inactivity can lead to better output than activity. Discussing a few examples here.
A thought experiment in rationality
Incentives are a super power and your incentives and that of your fund manager may differ.
How much would you pay for a 100 Rs note?
In the stock market, the price of companies fluctuates. Exploring this topic with an example.
Cooks, Banks and others
Switching costs can be an exit barrier. Some companies, like your favorite cooks, make it ‘expensive’ to switch.
An evolutionary handicap, Bengaluru’s traffic woes and a Product’s sales
Sometimes the changes can build up slowly without anyone realizing, much like the frog that doesn’t realize that the water is getting hotter gradually.
Interest upon Interest 