Backing Dravid
Looking for companies that can bounce back like Rahul Dravid did many times.
Category: Mental Models
Monkey business
Assets produce cash. Liabilities consume cash. This simple way can be used to avoid bad investment decisions.
Show me the incentives and I will show you the outcome
We human beings we are self centered. Our own interests come first; this is just how we are. We respond to incentives especially if they appeal to our self interest. And if the incentives don’t appeal, there would be unintended consequences. That is why Charlie Munger said: Show me the incentives and I will show […]
When Chandra met Warren
An imaginary conversation between N Chandrasekaran and Warren Buffett on Capital Allocation.
The fallacy of data
We tend to over weigh what we know and under weigh what we don’t. This can be dangerous.
Doing nothing, when doing nothing is needed
Sometimes, inactivity can lead to better output than activity. Discussing a few examples here.
An evolutionary handicap, Bengaluru’s traffic woes and a Product’s sales
Sometimes the changes can build up slowly without anyone realizing, much like the frog that doesn’t realize that the water is getting hotter gradually.
Interest upon Interest 