Dot balls in investing
When there is nothing to do, do nothing. This is true in Test Cricket, Baseball, Investing and Business. It’s important to be patient and wait for the right opportunity rather than swing after suboptimal opportunities.
Category: Capital Allocation
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.
Growth and Optionality
This is a blog on the importance of growth in investing and how companies can create optionalities for their shareholders.
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 […]
Ghatotkacha
Ghatotkacha’s fall had positive consequences for the war. We had a similar bitter-sweet experience when we didn’t participate in a hostile takeover.
Elementary ideas from high school that work in Investing
We take two ideas from high school – Efficiency and Compound Interest and apply them to investing.
Winning ecosystems
This is a blog about my friend’s handicraft business.
The emperor’s new clothes
An imaginary conversation with Mr. Kumar Mangalam Birla on the future prospects of Vodafone Ide
Capital allocation @ Infosys
Capital allocation at Infosys from 2011 to 2018 and returns to Shareholders as a result of it.
Interest upon Interest 