Science in Finance – 2
Scalar just has magnitude whereas Vector has magnitude and direction. This is a concept taught in Physics. But it can be applied to business as is shown through many case studies.
Category: Metaphors
Hope Diamonds and Rhinestones
In this blog I share my thoughts on investing in mediocre as well as high quality companies.
Right and Wrong
The title is misleading. It is not a blog on morals but on Airlines.
Banks and Bank robbers
A blog about how experts get their predictions wrong. Also discussed are a few thoughts on Royal Enfield.
Inattentional blindness
This blog is about Inattentional blindness. Inattentional blindness is not finding what you are not looking for.
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.
When output is independent of input
This is a blog about non-linearity.
Shovel sellers
During the California Gold Rush, it was not the gold diggers but the shovel sellers that made a fortune.
Gordian Knot
This is a blog on the mental model of Gordian Knot.
Just because you’re good at anything, does that mean you should do everything?
Economics is a study of opportunity costs. This blog uses opportunity costs as a lens to analyze HDFC Bank and Manappuram.
Interest upon Interest 