Importance of destroying ideas
Periodically we need to purge our minds of old cherished but outdated or incorrect ideas. That will make our minds fresh and nimble and we begin to take notions less seriously.
Periodically we need to purge our minds of old cherished but outdated or incorrect ideas. That will make our minds fresh and nimble and we begin to take notions less seriously.
This is a blog about an NBFC that almost went bust because it got rich while doing stupid things. But it managed to survive and change course.
However the lesson is that arrange your affairs so that you can survive large events like say Covid and even thrive when other less prudent people struggle.
In this blog I share my thoughts on investing in mediocre as well as high quality companies.
This is a simple blog on Simple Interest and Compound Interest. These concepts are everywhere in nature, life, business and investing. We just need to train our minds to see them.
A blog on how we tend to see and act based on what’s on our mind instead of thinking and acting better.
The Bed of Procrustes is a metaphor for fitting reality to meet the reality to our internal narratives rather than the other way around. When we confront our Bed, better to discard it than to behave like Procrustes.
This is a blog on the importance of growth in investing and how companies can create optionalities for their shareholders.
To survive we need to avoid fragility and to thrive we need to embrace optionality.
Today’s market crash that wiped out Rs 13 T of market capitalization may actually be a great opportunity to buy more. Just need a different perspective.
A blog on Russian Roulette and it’s real life equivalents played by some really smart people and how they usually don’t have happy endings.