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.

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.