I have mentioned multiple times on this blog that Charlie Munger is one of my idols! For the uninitiated, Charlie Munger is the long-time friend and partner of Warren Buffett and the Vice Chairman of Buffett's Berkshire Hathaway. However, that not his main identity or claim to fame. Charlie is a stalwart in his own... Continue Reading →
Chat with Mohnish Pabrai
I liked this chat a lot and thought of sharing it here. Charlie Munger and Warren Buffett are my idols (Charlie more than Warren). So when someone close to both of them shares his exclusive insights I latch on to that conversation! This is one of such things... https://youtu.be/a8AwDBppM2o
Harish Sivaramakrishnan, Agam and CRED
A couple of years back I wrote about the New Music that I had discovered. Surprisingly I somehow missed writing about another great song and a group - Padayatra and Agam respectively. Padayatra song, composed by Job Kurian and sung by Job Kurian and Harish Sivaramakrishnan is a wonderful, soothing song with a very distinct... Continue Reading →
Magnus Carlsen – The Genius and High Moral Stance of Lichess.com
Magnus Carlsen, the current Chess World Champion and arguably the best chess player ever (or one of the top 5 of all time) is a genius! However, Magnus is outstanding even amongst the greatest Chess players of all time and former world champions because he has made it big as an entrepreneur as well. Others... Continue Reading →
The Knowledge Project – Shane Parrish Talks With Kunal Shah
Shane Parrish is one of the interesting persons in the world of Finance/Blogging/Podcasting. I first discovered him through his website/blog called Farnam Street. It's an excellent resource for a lot of interesting articles/blogs and insights. I have also subscribed to his newsletters. The internet rabbit hole is such that once you like someone you can... Continue Reading →
Bye Bye iPod — Why Apple Discontinued The Iconic iPod?
On October 23, 2001, Steve Jobs walked onto the stage with a weird little box - claiming that your entire music library can now fit in your pocket. He called it a quantum leap in listening to music. This was how Apple launched the iPod - a device that could hold a 1000 songs. And... Continue Reading →
Excellent Interview of Prof Aswath Damodaran
Professor Aswath Damodaran is a legend in the world of Finance. I had shared one of his talks few years back. I came across his recent interview on The Investor's Podcast and thought of sharing it here. In a long winded discussion Aswath talks about his motivation and early years as Professors, his teaching and... Continue Reading →
Swiggy Man Uses Dunzo For Delivery
I came across this interesting news which recently appeared in the Mint newspaper. A person in Bengaluru ordered food delivery via #Swiggy. The Swiggy delivery partner, in turn, booked a delivery via #Dunzo to be sent to the person who ordered it! The Swiggy guy even contacted the end customer and requested him to give him a five-star... Continue Reading →
Mirage Of 100 Unicorns In India
In last couple of days there was a news in the Business world announcing that India now has 100 Unicorns! Unicorn is a company (usually a start-up, but not always so) which achieves a valuation of $1 Billion. This valuation is usually based on multiple rounds of investments by Angel Investors, Venture Capitalists and Private... Continue Reading →
Good Read: Customer-Based Corporate Valuation (CBCV)
Business Models and Business Valuation (or Valuation, in general) is one of my most favourite topics. I have followed several legends (likes of Warren Buffett, Charlie Munger, Ben Graham, Prof. Aswath Damodaran et al), books and blogs on their philosophy of how to value a business. Customer-Based Corporate Valuation (CBCV) is an interesting approach, especially... Continue Reading →
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