Interest upon Interest

This is the 150th blog and has been contributed by my friend Vishal Sarda.

In this blog I share some insights on human behavior and why it manifests in things like us braving the elements just to own an iPhone on the first day.

Making a case for why we need to anchor to the future and not to the past.

It has two main themes.

This post is about Anchoring bias in humans.

Warren Buffett said that he and Charlie are willing to look foolish provided they have not acted foolishly.

The mind likes to weave simple narratives around complex events.

Humans spent a majority of the time as hunter - gatherers.

When there is so much noise and confusion around us, it is important to have a perspective that everything is impermanent.

Once you understand why people do what they do, it is easier to sell ideas to them.

This blog is about money.

Everything is transient.

Change is hard yet underestimated and we must not declare victory too soon because things tend to revert to mean.

Time is the ultimate stressor.

Investment should be about making good long term returns.

This blog revisits some of Ben graham's teachings related to markets and valuations.

In this blog, I present the recent team selection through 3 different ideas.

When there is nothing to do, do nothing.

In this blog, I connect the Parable of the Lost Sheep from the Bible to investing in turnarounds.

This blog is about redistribution of assets, capacities and other resources across locations and time horizons.

People don't think of survival as much as they should.

Slack is like margin of safety.

Survival is far more important than performance.

Opportunity cost is one of my favorite ideas.

Classical Economics assumes humans make decisions rationally.

This is blog # 125 and is a guest post by my friend Bharath Mahadevan.

We see in others what we ourselves are.

In investing as in life, occasionally things will not go as per our plan.

Charlie Munger's favorite idea was inversion.

This is blog is about selling is much, much harder than buying.

Warren Buffett said: Predicting rains does not count, building ark does.

Who says it, how it is said, when it is said matters more than what is said.

Periodically we need to purge our minds of old cherished but outdated or incorrect ideas.

How we live our days is how we live our lives.

Scalar just has magnitude whereas Vector has magnitude and direction.

This is a blog about an NBFC that almost went bust because it got rich while doing stupid things.

Our natural wiring makes us veer towards certainty and away from uncertainty.

In this blog I share my thoughts on investing in mediocre as well as high quality companies.

This is a simple blog on Simple Interest and Compound Interest.

I came across on the importance of experimenting in Bezos' letters to shareholders.

A blog on how we tend to see and act based on what's on our mind instead of thinking and acting better.

The Bed of Procrustes is a metaphor for fitting reality to meet the reality to our internal narratives rather than the other way around.

I take a current example to show Reciprocity Bias.

This is a blog on the importance of growth in investing and how companies can create optionalities for their shareholders.

To survive we need to avoid fragility and to thrive we need to embrace optionality.

This is a blog on the incentives of a conservative banker and why they say No a lot more than they say Yes.

This is a small story of my cook Sarala and her journey towards home ownership and Financial Inclusion.

Today's market crash that wiped out Rs 13 T of market capitalization may actually be a great opportunity to buy more.

For long we have believed that we must not quit.

A blog on Russian Roulette and it's real life equivalents played by some really smart people and how they usually don't have happy endings.