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 →
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 →
Happy Dusshera And Symbolism Of 10-headed Demon
Wishing you all Happy Dusshera (दसरा/विजयादशमी). Indian culture is filled with many festivals and traditions. Each festival and tradition also has a regional flavour, and some of them are celebrated across India - for example Dusshera and Diwali (Deepawali - the Festival of Lights). While all festivals have many old stories, folklores and rituals, it's... Continue Reading →
Charlie Munger Speaks At Daily Journal AGM 2021
I have written many times about Charlie Munger. He is one of my idols and I try to follow every interview, every media interaction of his. He just turned 97 years old on 1st Jan 2021 (born on 1st January 1924). It's simply amazing at his age to be alive and in his senses. In... 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 →
Happy B’day Charlie Munger
I have written multiple times about Charlie Munger - partner of Warren Buffett and one of the few living people who are my idols! Charlie is a living legend and today he completes another year - his 96th birthday! Charlie was born on 1st January 1924 and still continues to be very active and sharp!... Continue Reading →
Importance of Insights: Example of “World Equity Market Cap”
I have written multiple times the importance of developing insights and understanding, looking beyond just data points. I feel, in today’s era of WhatsApp University graduates, people tend to theow data points at you and spread propaganda and fake news. No one bothers to go deep and question the data or be more skeptical of... Continue Reading →
Magic of Compounding
Magic of Compounding: In 1626, Peter Minuit of Netherlands bought the island of Manhattan from the Lenape people for a basket of clothes, beads and other stuff that would have been worth just $24 then. Now, you might think that the native Americans were robbed. Actually, if they were able to invest that $24 in... 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
First IKEA Store in India and Investment Lessons from Herd Mentality
Last week (on 9th Aug) IKEA opened the first store in India in the southern city of Hyderabad and it was an instant rage. IKEA mania led to stampede and more than 40,000 people visited the store on first day! They did a sales of Rs 2.4 Crore ($350K) including Rs 11,00,000 from food sold... Continue Reading →
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