What’s on your mind?
A blog on how we tend to see and act based on what’s on our mind instead of thinking and acting better.
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.
I take a current example to show Reciprocity Bias.
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.
This is a blog on the incentives of a conservative banker and why they say No a lot more than they say Yes.
This is a small story of my cook Sarala and her journey towards home ownership and Financial Inclusion.
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.
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.
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.
This is the 100th blog and has written by Ankit Kanodia. He has detailed his investing philosophy through 3 simple principles.
This is the 99th blog. This blog looks back on how and why I started blogging.
A blog on how I used some ideas from selh help books to create an effortless Yoga routine.
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.
This is a tribute to Charlie Munger written by a friend.
The title is misleading. It is not a blog on morals but on Airlines.
This blog has some of Warren Buffett’s lesser known quotes along with my interpretation of it.
This is a blog about Errors of Commission and Errors of Omission. I compare and contrast the approaches taken by Amazon and Berkshire.
A blog about how experts get their predictions wrong. Also discussed are a few thoughts on Royal Enfield.
This is the 3rd and final blog in the Cash is reality series.
This is the 2nd blog in the Cash is reality series. You can read the first blog here. A quick recap on part 1: — In this 2nd blog, I plan to give some examples to show the kind of insights you can extract from the CFS. Before that, in very simple words I wanted […]
Peter Thiel, founder and former CEO of PayPal and famous venture capitalist starts his book by asking: “What important truth do very few people agree with you on?” Peter Thiel, Zero to One This is a difficult question because you need to have a confident and contrarian opinion to what the masses have. I don’t […]
This is a small tribute to Aavas Financiers and it’s former CEO Sushil Agarwal.
What is an Index? An Index is a collection of companies. The Sensex 30 is a weighted average of the 30 largest companies (by market capitalization) in the BSE . The Nifty 50 is a weighted average of the 50 largest companies in the NSE. Likewise there are other indices like Small Cap Index, Bank […]
This blog is about Financial Products that come bundled with Insurance and Investment that end up being good for neither.
This blog explains why the poor end up paying more for credit. It also provides some shining examples of some entrepreneurs who have converted adversity into opportunity.
This is a blog making a case for slow and sustainable growth.
This blog is about the 5th law of incentives which says that to change outcomes, you need to change incentives.
This blog is about why we shouldn’t expect fairness.
Ben Franklin said to persuade you must appeal to interest. In the blog I have provided 3 case studies on how people have convinced the other party to get wonderful results!
A somewhat detailed account of Social Investing and the business model of Akshayakalpa’s organic dairy.
This blog is about Inattentional blindness. Inattentional blindness is not finding what you are not looking for.
This blog is about how demand falls as prices go up. Adding extra benefits for workers would actually lead to increase in prices and therefore lower demand which will be detrimental to the workers in the long run.
This blog is about serendipity and why it is important to our endeavors.
This is the 75th blog and has been contributed by my friend Anshul Khare. This blog reflects on whether we own things and possessions or are we owned by them.
Gabbar Singh of Sholay was much hated. But there is much to love about the Gabbars of the business world.
Ghatotkacha’s fall had positive consequences for the war. We had a similar bitter-sweet experience when we didn’t participate in a hostile takeover.
This blog is about using Zero based budgeting to various aspects of our lives.
This is the last of my blogs on the topics of non-linearity, Extremistan-Mediocristan, output-input and digital.
In this blog, I talk about the non-linearity in some models and give some examples of non-linearity.
In this blog, I write on businesses/ professions that operate in Extremistan and Mediocristan. I also explain supply side constraints that exist in Mediocristan. And finally I write TCS operates in Mediocristan.
1st Jan is Charlie Munger’s birthday. This blog is a small tribute to him.
This blog is written by my friend. He writes about the Four Purusharths of Hinduism and finding these qualities in Warren Buffett and Charlie Munger.
This blog is about Niti (moral conduct) and Nyaya (legal conduct). I have presented some stories from the business world where people/ management teams conducted themselves with Niti and Nyaya.
This is a blog about non-linearity.
oday is a sad day for economics in India because the government may repeal the farm laws in the parliament. The laws were meant to help the farmers increase their incomes while lowering the cost of food for consumers. However, this game changing reform got entangled with politics and has come to a premature end. Thought I’d share a few thoughts on this.
This blog explains the time value of money and the money value of time.
A thank you note to Warren Buffett.
In this blog I use second order effects to make a case for free internships.
About Dr. Velumani and Thyrocare Technologies.