I choose my customer, because a good book is rare.
Good read: “Seat Belts, Condoms and the Indian Equity Investor” by The Eighty Twenty Investor
Here is an interesting blog post from The Eighty Twenty Investor titled: Seat Belts, Condoms and the Indian Equity Investor Link: https://eightytwentyinvestor.com/2018/01/26/seat-belts-condoms-and-the-indian-equity-investor/ Last year I attended a workshop on "Value Investing and Behavioural Finance" in which Peltzman effect and many such biases/effects were discussed. Behavioural finance is a funny domain. It is very very difficult, if not impossible,... Continue Reading →
Soul Curry: Interviewing God
I dreamed I had an interview with God. "So you would like to interview me?" God asked. "If you have the time," I said. God smiled. "My time is eternity. What questions do you have in mind for me?" "What surprises you most about mankind?" God answered..."That they get bored with childhood, they rush to... Continue Reading →
Good Read: the beauty of the ellipsis
I had read this blog post "the beauty of the ellipsis" long back, in 2011, and had liked it a lot! The website (now defunct) was called "mnmlist" and was all about "minimalism" and extreme simplicity. Ever the blog/website template emphasizes minimalism with no clutter, sidebars, widgets and simple plain text on white background. Even... 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 →
Good Read – Example of Second level thinking and principle of Inversion
During World War II, lots of fighter planes were getting hit by anti-aircraft guns. Air Force officers wanted to add some protective armor/shield to the planes. The question was "where"? The planes could only support a few more kilos of weight. A group of experts were called for a short consulting project. Fighter planes returning... Continue Reading →
Good Read: I AM NOT AN EXPERT, I AM EXPERIENCED.
I came across this post on LinkedIn and liked it; so thought of sharing here (with due credit) I AM NOT AN EXPERT, I AM EXPERIENCED. I see so many people label themselves as a Thought Leader, Expert & Guru on LinkedIn. Lord knows how many #1 authors are on this site. Good for them!... Continue Reading →
Good Read: The Power of Compounding Small Daily Decisions
If you invest in stock market you would have heard umpteen times the importance of "Power of Compounding". It is a basic mathematical function - exponential - which leads to huge numbers as the compounding frequency increases. And the same is true about decay function, or negative compound as well. However, the world of investing... Continue Reading →
Books and Lectures: Economics
I am starting this "Books and Lectures" thread to write about good books and lectures that help learning new concepts, subjects. I don't want to list pure academic books (i.e. course material) as far as possible because they are boring and difficult to read. I will try to mention resources that are interesting and/or easy... Continue Reading →
संस्कृत / Sanskrit: Fake supporters vs Real students
Advent of Social Media has “transformed” (Using this word sarcastically. Everything that is being done these days is Transformation!) people from "dumb and lazy" to "dumber and lazier" lot. It is so easy to click a “Like” or “Retweet” or hit “Forward” and propagate (or make “viral”) any non-sense propaganda without bothering to validate, authenticate... Continue Reading →

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