Mind map of Growth Inventing

I came across some great podcasts and videos of noted investors. I thought I should write down the lessons before I forget. Here is an attempt on my part. This is work in progress and please think of me as one of the blind men to have touched the elephant.


Russian Roulette

I finally understood the Russian Roulette. Or at least I think I do. And it took me a good few years to get it. I hope you appreciate this and use it to eliminate some of the black swans in your life. Russian Roulette is a game where there are 2 players- A and B. A… Continue reading Russian Roulette

Role of Cash: Nesco vs Nirlon

In lecture 27 of BFBV V12 , Prof. Bakshi had mentioned a point of "Role of Cash: Nesco vs Nirlon". Now, I don't know what he had discussed with his class, but since I had studied these 2 companies, I am venturing a guess on what the Prof. may have discussed in class on this point. This is not a recommendation to buy or sell either. This is purely an exercise for academic purposes.

Demonetization, Mr. Market and Me

On the 8th of November 2016, the PM of India announced that the Rs 500 and Rs 1000 notes would no longer be legal tenders. This announcement was followed by an unprecedented media coverage of the common man and his problems due to the demonetization, and a range of emotions from the media, the political parties, the experts and the public- frenzy, panic, anxiety, frustration, anger, happiness and sadness.