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