Growth and Optionality
This is a blog on the importance of growth in investing and how companies can create optionalities for their shareholders.
Category: Capital Allocation
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.
When Chandra met Warren
An imaginary conversation between N Chandrasekaran and Warren Buffett on Capital Allocation.
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.
Interest upon Interest 