A blog which periodically revisits evergreen investment principles!

Tag: Investing Page 1 of 5

Games We Play

A few months ago I read a very nice post by @Alex_Danco on why VC’s should play bridge. It’s worth reading & it inspired me to write from my own experience of learning this interesting card game along with my friends, during the lockdown.

For any investor it is impossible to ignore these steps, the data, the analysis, the partnership, the expectation, the execution & finally luck

In my view, the game of bridge is so well designed, that we get to see all these things play out in every single gameplay.

Do companies get the shareholders they deserve?

Traditional Textbook Economics has the point of view of maximising utility. It means that each individual’s action in the economy is based on the expectation that they will make the maximum possible gain from a transaction. Whereas, behavioural economics has taught us, painfully, that we may not always be doing this well. We may set out with the best intentions of maximum gain but many times our actions fall short of the goal.

It is not the final action, but the motivation underlying the action, that decides what is or is not viewed as cooperative or fair behaviour.
– Games Indians Play by V Raghunathan

Thinking with Books #1

It’s an understatement to say that books have been instrumental in helping me to learn. Non Fiction Books not only provide some structure about the topic for the uninitiated reader but also provide an approach towards the topic.

Does your Chair have your back?

All of humanity’s problems stem from man’s inability to sit quietly in a room alone.

― Blaise Pascal

I have often marvelled at the simple logic of this statement. As investors we seem to value the importance of not doing anything, from time to time, but sitting in a room is easier said than done especially if the chair is uncomfortable. 

My Book of the Year – 2017

“Reason is a slave of the passions.”

– David Hume.

The most amazing advantage of reading books is that from time to time we get an opportunity to be blown away by an idea or an approach towards a topic. We see this being mentioned again & again. Like Buffett being influenced by  “The Intelligent Investor” or Tim Cook being moved by  “Competing Against Time” or the famous Jeff Bezos’ Reading list & so on.

The beauty of being influenced by books is that it can be never ending. It leads to opening up of more unexpected avenues of learning, about ourselves & the world.

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