Thoughts on Capital Allocation – 1

In this blog, I have tried to explain how to use the lens of capital allocation while analyzing investment ideas.

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Be a funnel, not a sponge

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

The Big Power Of Small Change

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!