Anchor to the future
Making a case for why we need to anchor to the future and not to the past.
Tag: Warren Buffett
Zigging and zagging
It has two main themes. The first theme is that lucky people follow a zig zag path in life. The second theme is that heavy ideologies must be avoided because they box you in and don’t allow you to zig zag. And therefore, in a world of ideas, we must be nomads, not settlers.
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.
Bias for now
Humans spent a majority of the time as hunter – gatherers. Therefore we have a bias for immediacy. This is both good news and bad news. Good news when we can use dashboards and other real time feedback for improvement. Bad news because Compound Interest is an invention of civilization which we are not programmed for.
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.
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.
Interest upon Interest 