Portfolio lab
I came across on the importance of experimenting in Bezos’ letters to shareholders. I presented a simple idea on how to use this idea in your own portfolio and with luck to get outsized returns.
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.
What’s on your mind?
A blog on how we tend to see and act based on what’s on our mind instead of thinking and acting better.
Bed of Procrustes
The Bed of Procrustes is a metaphor for fitting reality to meet the reality to our internal narratives rather than the other way around. When we confront our Bed, better to discard it than to behave like Procrustes.
Reciprocation at play
I take a current example to show Reciprocity Bias.
Growth and Optionality
This is a blog on the importance of growth in investing and how companies can create optionalities for their shareholders.
Fragility and Optionality
To survive we need to avoid fragility and to thrive we need to embrace optionality.
Conservative Banker
This is a blog on the incentives of a conservative banker and why they say No a lot more than they say Yes.
Sarala’s tale
This is a small story of my cook Sarala and her journey towards home ownership and Financial Inclusion.
Perspectives
Today’s market crash that wiped out Rs 13 T of market capitalization may actually be a great opportunity to buy more. Just need a different perspective.
A few things I have changed my mind about -1
For long we have believed that we must not quit. It has been drilled into our psyche. But microeconomics teaches us that if after a reasonable effort we don’t succeed, we must move on.
Interest upon Interest 