The emperor’s new clothes
An imaginary conversation with Mr. Kumar Mangalam Birla on the future prospects of Vodafone Ide
Category: Warren Buffett
Capital allocation @ Infosys
Capital allocation at Infosys from 2011 to 2018 and returns to Shareholders as a result of it.
When Chandra met Warren
An imaginary conversation between N Chandrasekaran and Warren Buffett on Capital Allocation.
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.
Benjamin Graham, Charlie Munger and the Superstore
A superstore analogy of how Charlie Munger and Ben Graham approach investing.
Interest upon Interest 