In this blog, I have tried to explain how to use the lens of capital allocation while analyzing investment ideas.
I recently got to attend a 3-day workshop conducted by Prof. Sanjay Bakshi at Flame University, Pune. (http://www.flame.edu.in/academics/executive-education/fil-with-the-masters/june-2016 ). Prof. announced the program on Twitter and Facebook and that's how I got to know about it. All applicants had to send an application along with their resume and the selection would be solely Prof.'s discretion. I… Continue reading Be a funnel, not a sponge
Mental model of Earning your colors.
Warren Buffet's biography is titled - The Snowball. Why? Because according to him -you just need to find a wet patch of snow and a long slope for a snowball. In other words, you start small and slow with an idea (say value investing) and a long time (slope) which allows it compound in size and become a huge force (snowball). What a neat way to describe Buffett and his accomplishments!
Recently, Vishal Khandelwal wrote an excellent article on 'Why You Must Not Quit Your Job to Become a Full-Time Investor'. I would like to add a few incremental thoughts to it.
I recently made this presentation on Wonderla to my friend Anshul. In the process of making it, my own thoughts got organized. Please dont use this as a buy or sell recommendation as this maybe harmful to your wealth.
Sharing experiences from my life when I missed opportunities when I wasn't ready.
Star in an ordinary team or Ordinary player in a star team. What would you choose?
Mental model discussed: Prisoner's Dilemma
Mentals models discussed: Conjunction Fallacy, Less is More