Gordian Knot
This is a blog on the mental model of Gordian Knot.
Tag: Warren Buffett
Network effects – part 1
(Writing is hard. Its been over 2 months since I wrote a new blog, because I suffered from a bit of a block. So this blog has been extra hard for me to write. And therefore it may seem extra hard for you to read and for that I apologize.) I am not a fan […]
Winning ecosystems
This is a blog about my friend’s handicraft business.
If See’s Candy were in the wedding business
This blog is about my friend’s business that share many characteristics with See’s Candy.
98-2
There is this old joke. A home owner had a leaky pipe in house and called the plumber to fix it. The plumber came, took a while to inspect and after doing so he fixed the leak. “How much”, asked the owner. “$ 100” said the plumber. “$100?!! But the fix was so small and […]
Game theory
Game theory allows us to understand how people act in situations where they are interconnected.
Price, value and other things
Yesterday, I met some ex-colleagues who are also friends. Since I moved onto to do something very different – investing in stocks, there is some curiosity about what is it that I do, how am I faring and if the move has been worthwhile. You know, all the proxy questions to “how much do you […]
When Chandra met Warren
An imaginary conversation between N Chandrasekaran and Warren Buffett on Capital Allocation.
Gold and Dirt
It’s the nature of the market to swing from extremes of euphoria to extremes of despair. At one extreme gold can trade at the price of dirt and the at the other end, dirt at the price of gold.
An open letter to RGC
My open letter to R G Chandramogan founder and CEO of Hatsun Agro asking him to be more conservative while paying out dividends.
Interest upon Interest 