Cash is reality – part 3
This is the 3rd and final blog in the Cash is reality series.
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.
Cash is reality – part 2
This is the 2nd blog in the Cash is reality series. You can read the first blog here. A quick recap on part 1: — In this 2nd blog, I plan to give some examples to show the kind of insights you can extract from the CFS. Before that, in very simple words I wanted […]
Cash is reality – part 1
Peter Thiel, founder and former CEO of PayPal and famous venture capitalist starts his book by asking: “What important truth do very few people agree with you on?” Peter Thiel, Zero to One This is a difficult question because you need to have a confident and contrarian opinion to what the masses have. I don’t […]
Aavas – the house that Sushil Agarwal built
This is a small tribute to Aavas Financiers and it’s former CEO Sushil Agarwal.
The humble Index Fund
What is an Index? An Index is a collection of companies. The Sensex 30 is a weighted average of the 30 largest companies (by market capitalization) in the BSE . The Nifty 50 is a weighted average of the 50 largest companies in the NSE. Likewise there are other indices like Small Cap Index, Bank […]
Insurance bhi. Investment bhi.
This blog is about Financial Products that come bundled with Insurance and Investment that end up being good for neither.
Science in Finance – 1
Ideas from different disciplines helps bring in different perspectives.
Adversity to Opportunity
This blog explains why the poor end up paying more for credit. It also provides some shining examples of some entrepreneurs who have converted adversity into opportunity.
Lynch vs Agarwal
This is a blog making a case for slow and sustainable growth.
5th law of Incentives
This blog is about the 5th law of incentives which says that to change outcomes, you need to change incentives.
Interest upon Interest 