The emperor’s new clothes
An imaginary conversation with Mr. Kumar Mangalam Birla on the future prospects of Vodafone Ide
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.
Show me the incentives and I will show you the outcome
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 @ Infosys
Capital allocation at Infosys from 2011 to 2018 and returns to Shareholders as a result of it.
When Chandra met Warren
An imaginary conversation between N Chandrasekaran and Warren Buffett on Capital Allocation.
Gold and Dirt
It’s the nature of the market to swing from extremes of euphoria to extremes of despair. At one extreme gold can trade at the price of dirt and the at the other end, dirt at the price of gold.
An open letter to RGC
My open letter to R G Chandramogan founder and CEO of Hatsun Agro asking him to be more conservative while paying out dividends.
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.
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.
Interest upon Interest 