Short read: Why you should never retire
The FIRE movement, standing for ’Financial Independence, Retire Early’ has become popular across the world. Whilst financial independence truly gives you freedom to pursue your passions or ideas even if they were not financially rewarding, retiring early could have its own problems. Of course, one is not talking about retiring from jobs or careers you […]
Short read: How Ameen Sayani Helped Unite the Soul of India
India’s most famous RJ, the iconic Ameen Sayani, passed away on 20th February at the age of 91 after living a life that most of us would envy. The Wikipedia page on this remarkable man says, “Ameen Sayani was born on 21 December 1932 into a Gujarati Muslim Khoja Ismaili family in Bombay (now Mumbai). His parents […]
Long read: Cost of Capital and Capital Allocation – Investment in the Era of “Easy Money”
For many of us, Michael Mauboussin remains a crucial bridge between theory and practice, with his books and essays all drawn from his background that straddles academics and industry (he has been a finance Professor Columbia Business School and a highly regarded strategist on Wall Street). This paper is no different. It begins like: “There is […]
Long read: In Assam’s Majuli, Climate Crisis Threatens Indigenous Craft Of Boat-Making
Majuli is a 500 square km island in the middle of the Brahmaputra river in Assam. It is the world’s largest river island, home to 170K people and is renowned for its tribal and neo-Vaishnavite sub-culture. Now, however the island is grappling with severe climate change related issues. Bikash Bhattacharya’s article focuses on a specific […]
Long read: IISc deep tech startups are pushing India into elite league. Baby firms with big ambitions
For several years now, there has been much angst in India that the venture capital ecosystem in the country does little more than finance pizza delivery apps. As entrepreneurial verve seeps deep into the pores of Indian society, that is changing and at the vanguard of change is India’s number 1 university, the Indian Institute […]
Rich rewards from Investing in Quality during the Toughest Phase
Long periods of outperformance by quality firms are often characterized by intermittent periods of severe underperformance – something that has been unavoidable by even the likes of Warren Buffet. Such underperformance was especially prominent during three instances (first half of 1970s, Mar’99-Aug’00 & Nov’04-Apr’06) wherein Berkshire Hathaway’s underperformance was in high double digits even as […]
Short read: How to benefit from the conversations you have at work
Communication skills is perhaps the most common feature in most job descriptions when firms recruit. However, there are nuances to effective communication beyond being a persuasive presenter that this article focuses on. “In a paper published in 2015, Kyle Brink of Western Michigan University and Robert Costigan of St John Fisher College found that 76% […]
Short read: Express Impact: Children swim across river to school, court asks Madhya Pradesh govt to finish bridge
In the drawing rooms of the affluent in urban India, we celebrate the heavy infra buildout which urban India has experienced over the past decade. And, when the mood takes us in Mumbai, we take our car for a spin on Atal Setu even as we look forward to using one of the many metro […]
Short read: Gigantic new snake species discovered in Amazon rainforest
Given all the talk of deforestation, you would imagine that, by and large, every species that exists on this planet has already been discovered. And then ever so often, scientists discover a new species which so monstrously big that you are left wondering “how something so big could have remained undiscovered for long?”. This article […]
Long read: Why the sands of the Maldives and Lakshadweep are white
A few weeks ago following the election of Maldives’ new leader whose anti-India, pro-China foreign policy stance triggered a bit of a hue and cry in India about boycotting Maldives for tourism and instead promoting our very own Lakshwadeep which is endowed with similar pristine beauty. This fascinating article in The Mint shares how the […]
Long read: Venture Capital & Free Lunch
After a pretty strong run in the latter half of the last decade, the venture capital (VC) industry has come in for some flak, even becoming the subject of plenty of memes of social media when a lot of bets especially those made during the go go days immediately following Covid went horribly wrong. Here’s […]
Long read: Ancient India’s battle of ideas: Yudhisthira & Arjuna are ideal kings. Don’t be like Ashoka
For several decades now, Patrick Olivelle of the University of Texas at Austin, has been one of the most lucid exponents of how Indian history and religion interplays with each other. In this deeply moving piece he explains how key figures in Indian history have taken opposing stances on the same subject, namely, the use […]
For more content on our strategy, visit the archives GO TO ARCHIVES