Portfolio lab
I came across on the importance of experimenting in Bezos’ letters to shareholders. I presented a simple idea on how to use this idea in your own portfolio and with luck to get outsized returns.
Tag: Warren Buffett
Bed of Procrustes
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.
Growth and Optionality
This is a blog on the importance of growth in investing and how companies can create optionalities for their shareholders.
A few things I have changed my mind about -1
For long we have believed that we must not quit. It has been drilled into our psyche. But microeconomics teaches us that if after a reasonable effort we don’t succeed, we must move on.
Dangerous games
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.
3 Simple Principles Of My Investing Philosophy
This is the 100th blog and has written by Ankit Kanodia. He has detailed his investing philosophy through 3 simple principles.
99 not out
This is the 99th blog. This blog looks back on how and why I started blogging.
What would Charlie do? Part 1.
As a tribute to Charlie Munger, I plan to write a few blogs with the series titled: “What would Charlie Do?”. This is the first blog.
Yet another Munger Post
This is a tribute to Charlie Munger written by a friend.
Happy Birthday, Warren!
This blog has some of Warren Buffett’s lesser known quotes along with my interpretation of it.
Interest upon Interest 