Category: Abstract Ideas in Finance
Posts involving some abstract thinking in finance, often drawn from multiple disciplines.
The Contrast Principle and Switching Costs in B2B and B2C Models
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… Continue reading Abridged Note Sent to Students on Epictetus
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... đŸ™‚ A New Barber in Town I went to Khan Market for a coffee 
But I bumped into my barber instead
 And in… Continue reading A New Barber in Town
A Thread on Diversification
My friend Shyam, wrote an excellent column on diversification. I agree with everything he has written and have some additional thoughts. Thread... A Thread on Diversification Diversified conglomerates get a bad rap for very good reasons. One big one, as Shyam points out, is capital misallocation.Companies in diverse industries have, for the most part, destroyed… Continue reading A Thread on Diversification
