Right and Wrong
The title is misleading. It is not a blog on morals but on Airlines.
Category: Metaphors
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.
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 […]
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. […]
Interest upon Interest 