Bed of Procrustes
The Bed of Procrustes is a metaphor for fitting reality to meet the reality to our internal narratives rather than the other way around. When we confront our Bed, better to discard it than to behave like Procrustes.
Category: Moat
Right and Wrong
The title is misleading. It is not a blog on morals but on Airlines.
Gabbar Rocks
Gabbar Singh of Sholay was much hated. But there is much to love about the Gabbars of the business world.
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.
A horse that can count to 10
A horse that can count to 10 is a remarkable horse. Not a remarkable mathematician.
Shovel sellers
During the California Gold Rush, it was not the gold diggers but the shovel sellers that made a fortune.
A toll road called Suez Canal
Toll roads are immensely valuable to society while being profitable to owners.
Extremistan – Mediocristan
The idea of Extremistan and Mediocristan is powerful and can help find investment ideas.
Network effects – part 2
This is part 2 of my blog on Network Effects.
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 […]
Interest upon Interest 