Gordian Knot
This is a blog on the mental model of Gordian Knot.
Category: Metaphors
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. […]
Toll Bridges
This blog is about how Toll Bridges print money for their owners.
Interest upon Interest 