Posts

2024-06-28 Quality Curve
2023-12-09 Error 404
2023-10-14 Uncertainty
2023-08-26 Long Haul
2023-06-26 Greed
2023-05-24 Good old days
2023-04-14 Interview at artha Samvaad podcast
2023-03-05 When to walk away
2023-01-21 The case for not investing
2023-01-16 3 years of writing
2023-01-07 Notes from govind parikh talk at cfa society
2023-01-05 How to not ask a question
2022-12-08 Importance
2022-12-02 Ratnamani metal & tubes: business analysis
2022-11-21 Brief notes from cfa society india vip6
2022-11-13 Efforts
2022-11-02 Ppt: introduction to stock market
2022-10-20 Dating and market
2022-09-11 Notes from soic meet with guest speaker: arvind kothari
2022-08-28 Core values
2022-07-18 Beware!
2022-07-09 Borosil ltd: consumer story with a b2b cushion
2022-06-15 Varun beverages: standing on the shoulders of giants
2022-06-03 Interview: investing gup shup with arjun badola
2022-05-22 Supply side dominance
2022-04-12 Boring
2022-04-03 Interview: stock market journey
2022-03-09 Psp projects: play on india's growth story?
2022-02-16 Cheap for a reason
2022-02-08 Refractories: proxy to steel demand
2022-01-22 Complexity in investing
2022-01-16 2 years of writing
2021-12-28 Bearing industry analysis: a missed train
2021-12-09 Evolving as an investor part 2: how to value
2021-12-01 Zepto: fragility built in
2021-11-27 Brevity in writing
2021-11-05 Arman financial: conservatism in its roots
2021-10-27 Authority bias
2021-10-23 The urge to do more
2021-10-06 Vst tillers and tractors: narrative or opportunity
2021-09-22 Misinterpretation of warren buffett
2021-09-04 Avoid loser's mindset
2021-08-31 Schedule vs unscheduled
2021-08-22 Don't get obsessed
2021-08-09 Network effects
2021-08-07 How to do long term (non Finance)
2021-07-22 Prince pipes: on a journey to be the next king
2021-07-17 The bull market
2021-07-09 Saving begets investing
2021-05-30 Long term
2021-05-20 Players in the gold loan industry: from anti Fragile to fragile
2021-05-16 Notes on how to speak
2021-05-13 Less is more
2021-05-09 Dog money
2021-05-04 Non Conformist
2021-04-21 Gold loan industry: a shovel in gold rush
2021-03-31 Icici securities: a one stop shop for your financial needs
2021-03-17 Brokerage industry: the disrupted yacht
2021-03-11 Why signal over whatsapp
2021-02-12 How long
2021-01-26 How do i start writing online
2021-01-09 Retaliation begets more retaliation
2020-12-31 It's difficult
2020-12-26 Losing focus
2020-12-13 Why i sold ccl products (india) ltd
2020-12-06 Will the market crash
2020-11-29 Decision fatigue
2020-11-22 Why you should be on twitter
2020-11-15 How to generate stock ideas
2020-11-08 Social media: the modern struggle
2020-11-01 How not to make good investment decisions
2020-10-25 The mindset: stock or business
2020-10-22 Notes from warren buffett's partnership letters
2020-10-18 Revisited: a new perspective on startups
2020-10-11 Meta updating
2020-09-27 What edge do retail investors have
2020-09-20 What defines great results
2020-09-13 A leap of faith
2020-09-06 The most ‘difficult’ thing
2020-08-23 Margin of safety
2020-08-16 Rich or wealthy: what do you prefer
2020-08-09 Why you need to fail fast
2020-08-02 Ccl products india ltd analysis the moat business you might be looking for
2020-07-26 Evolving as an investor
2020-07-19 Vip industries(nse:vipind): hang in there
2020-07-12 Eicher motors ltd sailing through pandemic
2020-07-05 The science of investing
2020-06-29 Itc itd :gold flake, a godfather for their fmcg segment
2020-06-21 Vip industries ltd (nse: vipind): train which i was about to miss
2020-06-15 Why i bought eicher motors ltd
2020-06-09 Do you have any ideal person you admire
2020-06-01 My take on vip industries
2020-05-24 Delayed gratification: what i learned from warren buffett
2020-05-07 Graphite india ltd (nse:graphite) a good buy
2020-04-09 Why do we lose interest in things which once meant life to us
2020-03-29 How to bring purpose in life
2020-03-03 Not everything needs to be planned
2020-02-21 A new perspective on startups
2020-02-10 Is your ‘competitor’, really your competition
2020-01-16 Criticism: why people get defensive