Voting machine vs weighing machine
This blog revisits some of Ben graham’s teachings related to markets and valuations.
Tag: Warren Buffett
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.
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.
The greatest wonder
People don’t think of survival as much as they should. This blog provides examples to prove that.
Slack – the good bad word
Slack is like margin of safety. Slack helps countries, companies, portfolios and individuals to survive.
Strong swimmers
Survival is far more important than performance. To survive, we must negate all risks that threaten survival. One way to survive in the stock market is to have adequate diversification.
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.
How to remain unlucky
Charlie Munger’s favorite idea was inversion. In fact, he even gave a speech titled: Prescriptions for a miserable life. In the same vein of inversion, I have tried to prescribe how one can remain unlucky.
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 