Unpopular investing
Investment should be about making good long term returns. It’s not about winning a popularity contest.
Category: Wisdom
Dot balls in investing
When there is nothing to do, do nothing. This is true in Test Cricket, Baseball, Investing and Business. It’s important to be patient and wait for the right opportunity rather than swing after suboptimal opportunities.
Redistribution
This blog is about redistribution of assets, capacities and other resources across locations and time horizons. Redistribution allows you to have staying power during bad times and inability to redistribute causes fragility.
The greatest wonder
People don’t think of survival as much as they should. This blog provides examples to prove that.
Strong swimmers
Survival is far more important than performance. To survive, we must negate all risks that threaten survival. One way to survive in the stock market is to have adequate diversification.
Economics for the irrational man
Classical Economics assumes humans make decisions rationally. But in reality we are all messed up. Behavioral Economics explains our biases and why/how we make irrational decisions all the time.
Moments of happiness
This is blog # 125 and is a guest post by my friend Bharath Mahadevan. In this he talks about the philosophy of his life.
Susan and Sally
We see in others what we ourselves are.
Loss cutting
In investing as in life, occasionally things will not go as per our plan. What should we then do? Cut our losses and move on, no matter how hard it is. This is what lucky people do.
How to remain unlucky
Charlie Munger’s favorite idea was inversion. In fact, he even gave a speech titled: Prescriptions for a miserable life. In the same vein of inversion, I have tried to prescribe how one can remain unlucky.
Interest upon Interest 