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.
Tag: Capital Allocation
Growth and Optionality
This is a blog on the importance of growth in investing and how companies can create optionalities for their shareholders.
Elementary ideas from high school that work in Investing
We take two ideas from high school – Efficiency and Compound Interest and apply them to investing.
Winning ecosystems
This is a blog about my friend’s handicraft business.
When Chandra met Warren
An imaginary conversation between N Chandrasekaran and Warren Buffett on Capital Allocation.
Interest upon Interest 