There are few people I closely follow and never get enough of. Charlie Munger, Warren Buffett, Steve Jobs, Nassim Nicholas Taleb, Naval Ravikant are some of them. Books about them, their own writing have been valuable resource, just as it has been for many decades and centuries. However, one of the new formats, which is... Continue Reading →
The Struggle of the Original iPhone – The Untold Story
One of the few people I admire includes Steve Jobs. He was eccentric and probably not a nice man to work with or live with. But he was equally amazing in thinking big, innovation, execution and relentless pursuit of excellence. His ability to see future and to sell ideas/dreams was pure genius! I still watch... Continue Reading →
Elon Musk: World’s Richest Man – Full Documentary
Elon Musk became the world's richest man last week surpassing Amazon founder Jeff Bezos. That's a remarkable achievement because his net worth has gone up by more than 8 times in last 12-15 months! I first discovered Elon Musk when I listened to his interview in 2013 with Salman Khan - not the Dabangg one,... Continue Reading →
Elon Musk – The Genius
I am not yet convinced if Elon Musk is a crazy person or an amazing genius - in terms of his dreams and big bets. But this eccentric capital allocation approach suggests that he is a genius. He has grown that $180m to $167 Billion in less than 15-20 years! Yes, it's billion with a... Continue Reading →
Magic of Powerpoint
NY Times July 30, 1987: Microsoft buys Forethought, maker of PowerPoint, for $14M in cash Today: PowerPoint has 500M usersMicrosoft Office is $30B+ revenue per year$14M of Microsoft stock from July 1987 would be worth ~$10B today This is a good example of the "moat" Warren Buffett always talks about. In a way Bill Gates... Continue Reading →
Remembering Lee Iacocca
I just woke up to the news that iconic business leader Lee Iacocca, who led Ford and Chrysler in 70's and 80's passed away at age 94. I really liked Lee and followed him a lot though he had retired from public/business life long ago. His autobiography was one of the first Business biographies I... Continue Reading →
Good Insights On Marketing /Strategy By Rajiv Bajaj
I have been blogging very less for last few weeks (except for daily Thought of The Day), mainly because of work milestones. There is a long list of topics which I want to write on. Yes, I have noted few (at least 10) in drafts/notepad. So waiting for getting some free time, tentatively after 15th... Continue Reading →
Amazing Anthony Deden!
I stumbled upon this long interview (2 hrs 25 mins) of Anthony Deden who is Chairman of Edelweiss Holdings! He is amazingly articulate and his clarity of thought (in his domain) reminded me of Charlie Munger! Watch this interview at leisure and with full attention...and let it sink in...slowly. https://www.youtube.com/watch?v=a4_U6bS-cU4
10 Years Challenge – The Stock Market Way
Last week I posted a blog on the 10 Years Challenge and the craze of the challenge is still going sttong! Today I received the 10 Years Challenge applied to the Indian stock market. It's an interesting reminder of what right or wrong stock selection can do to your portfolio. Those who have been in... Continue Reading →
What Would You Do If You Had $1 Billion at Age 34?
I saw an interesting post on Twitter and it made me think about few things. I also shared this with 2-3 people and got their views. Most of us think that we are forced to run the rat race because we have some personal goals to achieve - education, home, a decent lifestyle, for health... Continue Reading →

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