Anitya: everything is transient
Everything is transient. They come and they go. And things often don’t go according to plan. But cultivating an attitude of taking things less seriously and viewing them as transitory can act as a shock absorber.
Tag: Business
We’ll See – 2
Change is hard yet underestimated and we must not declare victory too soon because things tend to revert to mean. This is a sequel to the previous blog on the importance of being skeptical.
We’ll see
Time is the ultimate stressor. Most of the current narratives, ideas, books, products or technologies are unlikely to stand the test of time. On the other hand, things, ideas and products that have survived for hundreds of years are likely to do so in future too.
Unpopular investing
Investment should be about making good long term returns. It’s not about winning a popularity contest.
Voting machine vs weighing machine
This blog revisits some of Ben graham’s teachings related to markets and valuations.
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.
Lessons from a lost sheep
In this blog, I connect the Parable of the Lost Sheep from the Bible to investing in turnarounds. Just as there is extra happiness in finding the lost sheep, there is extra rewards for a turnaround that is successful.
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.
Interest upon Interest 