Charlie Munger and Mental Models

Who are your idols? Who have had profound impact on your thinking? Who have contributed a lot in shaping up your personality, your philosophy? Who have inspired you and motivated you? Every person would have some “idols” or influencers. That could be a single person or many people for various aspects/qualities. They could be your... Continue Reading →

Good Read: Investment Lessons from Chess

Two of my passions are "investment/valuation" and "chess".  I immensely enjoy spending time on both and keep reading/learning. So I was twice as delighted when I read about the title of this article "Investment Lessons from Chess"! Usually such articles only have fancy title and when you start reading you get totally disappointed. But not... Continue Reading →

The Goods and Services Tax (GST) – Archive

I just created an Archive on Demonetization - the so-called "surgical strike" on Black Money in India. There was another "masterstroke", a "bold and massive reform" a "game changer"  since Demonetization - The Goods and Services Tax (GST). Everything that the current Government does is touted as a Game Changer (I wrote a blog on... Continue Reading →

Demonetization – Archive

Yesterday (8th October 2017) we completed 11 months of #Demonetization; and now we are into the 12th month. We'll complete 1 year of Demonetization on 8th November 2017 and there is bound to be a lot of debate on whether Demonetization was successful or not, and to what extent (and at what cost). I have... Continue Reading →

मराठी मोजमापे…

धान्य मोजण्याची मापं : दोन नेळवी = एक कोळवे दोन कोळवी = एक चिपटे दोन चिपटी = एक मापटे दोन मापटी = एक शेर दोन शेर = एक अडशिरी दोन अडशिर्‍या = एक पायली सोळा पायल्या = एक मण वीस मण = एक खंडी चार शेर= एक पायली आठ पायली= एक कुडव आठ कुडव= एक... Continue Reading →

Interesting forwards on Valuation

I received a series of interesting forwards on Valuation of companies. It shows how markets reward future growth over the steady and stagnant growth. Valuation, Jan 2017: Snapchat: $25 billion Viacom: $17 billion Valuation, Jan 2014: Viacom: $37 billion Snapchat: $3 billion Facebook valuation in 2007: $15 billion (after Microsoft investment) Facebook's valuation in 2017:... Continue Reading →

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