The Opposite of a Good Idea

November 2020 talk at CFA Society: https://youtu.be/Zy1h2OeCJlA Thank you Rory Sutherland in whose awesome book, I found the idea. And he tells us that it was earlier mentioned by none other than Nils Bohr

The Value of Cash

https://vimeo.com/466034557

The Contrast Principle and Switching Costs in B2B and B2C Models

https://vimeo.com/461400183

Abridged Note Sent to Students on Epictetus

I have long been a lover of Sharon Lebell's book (The Art Of Living : The Classical Manual On Virtue, Happiness And Effectiveness) on the philosophy of Epictetus. Yesterday I sent some excerpts from this book to my BFBV students at MDI. Here is an abridged version of what I sent them: - - Dear…

Zooming out and zooming in: Two Mental Tricks

vimeo.com/457706943

Some thoughts on cycles while cycling

vimeo.com/456218104

Driving and Businesses and Investing

vimeo.com/456114357

On Maintenance Capex

vimeo.com/456037800

Non-Ergodicity and its Implications for Businesses and Investors

Here is the link to my talk at OctoberQuest 2019. Thank you Ole Peters for his generosity. And my thanks to Nassim Taleb for being such a wonderful teacher. I used some of the key ideas from Peters and Taleb for this talk. Link: http://bit.ly/2MOWbfJ

A New Barber in Town

I read this story on Aircel's lenders agreeing to take a 99% haircut on dues worth Rs 20,000 crore. And decided to take a (pathetic) shot at poetry on a Saturday morning... 🙂 A New Barber in Town I went to Khan Market for a coffee 
But I bumped into my barber instead
 And in…