Network effects – part 2
This is part 2 of my blog on Network Effects.
Category: Indian Companies
Network effects – part 1
(Writing is hard. Its been over 2 months since I wrote a new blog, because I suffered from a bit of a block. So this blog has been extra hard for me to write. And therefore it may seem extra hard for you to read and for that I apologize.) I am not a fan […]
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.
Other People’s Money
This article first appeared on capitalmind.in. You know what is better than Debt or Equity? It’s Other People’s Money (OPM). Debt is expensive because you need to pay an interest on it. Equity is technically more expensive than Debt because you need to generate better returns for the extra risk that the shareholder is taking. […]
Chinese Bamboo
For the first three years, Chinese Bamboo doesn’t grow much. And then suddenly it grows nearly two feet a day. Chinese Bamboo is also a metaphor for no growth for long periods of time followed by a burst of extreme growth.
Winning ecosystems
This is a blog about my friend’s handicraft business.
Warren Buffett and the Rich Guy
An imaginary conversation between a Rich Guy and Warren Buffett.
Photo Credit: Photo by Travis Essinger on Unsplash
Monkey business
Assets produce cash. Liabilities consume cash. This simple way can be used to avoid bad investment decisions.
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 