Voting machine vs weighing machine
This blog revisits some of Ben graham’s teachings related to markets and valuations.
Category: Business models
Redistribution
This blog is about redistribution of assets, capacities and other resources across locations and time horizons. Redistribution allows you to have staying power during bad times and inability to redistribute causes fragility.
Slack – the good bad word
Slack is like margin of safety. Slack helps countries, companies, portfolios and individuals to survive.
Economics for the irrational man
Classical Economics assumes humans make decisions rationally. But in reality we are all messed up. Behavioral Economics explains our biases and why/how we make irrational decisions all the time.
Science in Finance – 2
Scalar just has magnitude whereas Vector has magnitude and direction. This is a concept taught in Physics. But it can be applied to business as is shown through many case studies.
Swimming Naked
This is a blog about an NBFC that almost went bust because it got rich while doing stupid things. But it managed to survive and change course.
However the lesson is that arrange your affairs so that you can survive large events like say Covid and even thrive when other less prudent people struggle.
Dangerous games
A blog on Russian Roulette and it’s real life equivalents played by some really smart people and how they usually don’t have happy endings.
Right and Wrong
The title is misleading. It is not a blog on morals but on Airlines.
Banks and Bank robbers
A blog about how experts get their predictions wrong. Also discussed are a few thoughts on Royal Enfield.
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 […]
Interest upon Interest 