Unpopular investing
Investment should be about making good long term returns. It’s not about winning a popularity contest.
Tag: Stock Market
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.
Slack – the good bad word
Slack is like margin of safety. Slack helps countries, companies, portfolios and individuals to survive.
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.
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.
Fogged Windshield
This is blog is about selling is much, much harder than buying. I have mentioned anecdotes of successful investors and their selling related mistakes.
Predicting rain
Warren Buffett said: Predicting rains does not count, building ark does. This blog takes the idea of working on the “arks” of our life now so that we are much better off in the future.
Interest upon Interest 