When Chandra met Warren
An imaginary conversation between N Chandrasekaran and Warren Buffett on Capital Allocation.
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.
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.
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.
Interest upon Interest 