Blogs

Published on 28 Dec, 2018

Grand Fortunes and the Illusion of Competition

Published on: 28 Dec, 2018 Through the ages, the greatest and most lasting fortunes have been built on the back of commercial opportunism allied with...


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Published on 20 Dec, 2018

Your memory will determine how much money you make

Published on: 20 Dec, 2018 Memory in all its avatars (perception, projection, intelligence) plays a big role in how we invest. The fragility of our...


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Published on 09 Dec, 2018

Who is Marcellus and why does he matter

Published on: 9 Dec, 2018 We live in era defined by majoritarianism and social-media driven consensus. In such an age we seek inspiration from the...


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Published on 02 Dec, 2018

System level thinkers

Published on: 2 Dec, 2018 The intellectual legacies of four titans show that the smartest thinkers of every epoch are able to understand how the...


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Published on 28 Nov, 2018

Weak EPS growth and strong GDP growth can coexist

Published on: 28 Nov, 2018 There is needless angst in India about EPS growth staying weak even as the economy grows at 7%. Such a phenomenon is...


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Published on 19 Nov, 2018

Have we hit Peak Finance

Published on: 19 Nov, 2018 The combination of a rising fiscal deficit & tighter monetary policy in the US is pushing the world’s risk free rate...


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Published on 11 Nov, 2018

The role of Outsiders in investing

Published on: 11 Nov, 2018 The success of non-establishment figures in reshaping the investment landscape in America over the past 40 years gives...


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Published on 07 Nov, 2018

The Indian Stockmarket is Unique. Here is the Data.

Published on: 7 Nov, 2018 No other large stockmarket is as overwhelmingly macro driven as India’s. Arguably, this is because of the high cost of...


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Published on 30 Oct, 2018

Social Media, not Fake News, Damages your Portfolio

Published on: 30 Oct, 2018 Sixty years ago Solomon Asch showed that we start believing in nonsense if enough people around us are believers. Social...


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