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.
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.
This is a blog about non-linearity.
About Dr. Velumani and Thyrocare Technologies.
A horse that can count to 10 is a remarkable horse. Not a remarkable mathematician.
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 […]
Business models built on win-win relationships are more sustainable and less prone to risks.
The idea of Extremistan and Mediocristan is powerful and can help find investment ideas.
Sometimes, like an iceberg what is not visible is more important that what is visible and obvious.
Economics is a study of opportunity costs. This blog uses opportunity costs as a lens to analyze HDFC Bank and Manappuram.
Interest upon Interest 