Search non-linearity
In this blog, I talk about the non-linearity in some models and give some examples of non-linearity.
In this blog, I talk about the non-linearity in some models and give some examples of non-linearity.
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.
The idea of Extremistan and Mediocristan is powerful and can help find investment ideas.
We need to learn from mistakes – ours and others.
Russian Roulette is a metaphor for gambling foolishly. The Credit Rating Agencies were playing Russian Roulette by not awarding to IL&FS.