Anchor to the future
Making a case for why we need to anchor to the future and not to the past.
Tag: Stock Market
How foolish are you willing to look
Warren Buffett said that he and Charlie are willing to look foolish provided they have not acted foolishly. In this blog, I am saying this is a superpower because it allows you to not fall for social proof and making independent decisions.
Falling for narratives
The mind likes to weave simple narratives around complex events. It makes it easier to store, understand and retell them. In investing it is better to have fewer narratives and be willing to go anywhere where there are opportunities.
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.
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.
Interest upon Interest 