Lessons from a lost sheep
In this blog, I connect the Parable of the Lost Sheep from the Bible to investing in turnarounds. Just as there is extra happiness in finding the lost sheep, there is extra rewards for a turnaround that is successful.
Category: High quality companies
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: Almost all investors are focused on the PnL while the Cash Flow Statement (CFS) is neglected. We can build our edge by paying more attention to the CFS. Profit and Loss […]
Aavas – the house that Sushil Agarwal built
This is a small tribute to Aavas Financiers and it’s former CEO Sushil Agarwal.
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.
Everyone wins with Akshayakalpa
A somewhat detailed account of Social Investing and the business model of Akshayakalpa’s organic dairy.
Why TCS will never have 99% of the market share
In this blog, I write on businesses/ professions that operate in Extremistan and Mediocristan. I also explain supply side constraints that exist in Mediocristan. And finally I write TCS operates in Mediocristan.
Niti and Nyaya
This blog is about Niti (moral conduct) and Nyaya (legal conduct). I have presented some stories from the business world where people/ management teams conducted themselves with Niti and Nyaya.
When output is independent of input
This is a blog about non-linearity.
Dear Warren, meet Dr. AVM
About Dr. Velumani and Thyrocare Technologies.
Why stocks?
This blog first appeared on Flawlessguide.com. When you buy a stock, you buy a fractional ownership of a business. And your returns from that investment would depend on how the business performs. If the business performs well, then more people would demand for ownership in that business, driving the share prices up. And if the […]
