If See’s Candy were in the wedding business
This blog is about my friend’s business that share many characteristics with See’s Candy.
Tag: Investing
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.
Emotions have no place in Investing
Emotions can play tricks on our minds, making us believe what we want to and leading us to ignore what is reality. Therefore emotions need to be avoided while investing.
Do you remember the Tata Nano hype?
In 2008, we were as excited as Tata Nano as we are about self driving cars in 2018. Unfortunately it didn’t live up to its hype. What lessons can we learn from it?
A few lessons from the board game ‘Risk’
A few lessons on being conservative and risk averse from the board game Risk.
What happens when you snatch a bone from a dog’s mouth?
We humans are loss averse. Therefore when presented with a prospect of loss, we tend to super react to avoid the loss. A few examples from our daily life.
Doing nothing, when doing nothing is needed
Sometimes, inactivity can lead to better output than activity. Discussing a few examples here.
A thought experiment in rationality
Incentives are a super power and your incentives and that of your fund manager may differ.
Cooks, Banks and others
Switching costs can be an exit barrier. Some companies, like your favorite cooks, make it ‘expensive’ to switch.
