Banks and Bank robbers
A blog about how experts get their predictions wrong. Also discussed are a few thoughts on Royal Enfield.
Category: Stock Market
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.
Extremistan – Mediocristan
The idea of Extremistan and Mediocristan is powerful and can help find investment ideas.
Tech driven platforms
This blog is about the tech startup where my friend works.
Russian Roulette
Russian Roulette is a metaphor for gambling foolishly. The Credit Rating Agencies were playing Russian Roulette by not awarding to IL&FS.
Monkey business
Assets produce cash. Liabilities consume cash. This simple way can be used to avoid bad investment decisions.
Gold and Dirt
It’s the nature of the market to swing from extremes of euphoria to extremes of despair. At one extreme gold can trade at the price of dirt and the at the other end, dirt at the price of gold.
Emotions have no place in Investing
Emotions can play tricks on our minds, making us believe what we want to and leading us to ignore what is reality. Therefore emotions need to be avoided while investing.
How much would you pay for a 100 Rs note?
In the stock market, the price of companies fluctuates. Exploring this topic with an example.
Interest upon Interest 