I am a big fan of Ray Dalio, and the second interview on this page (on CNBC) is phenomenal. As you’d expect … More
Author: Saurabh
Book Summary: Common Stocks and Uncommon Profits
Book: Common Stocks and Uncommon Profits Author: Philip Fisher I need to get this out of the way. This is … More
Five things I learned this week: Feb 3rd 2013
FT had an analysis last week about Emerging Market’s “original sin”–inability to raise debt in its own currency, something that … More
Book Summary: Buffett
Book: Buffett Author: Roger Lowenstein The first book that I read on Buffett was Snowball, which was very interesting as … More
Five things I learned this week: Dec 2nd 2012
I was watching a documentary about corn when I learned that corn has 32,000 genes compared to 20,000 for humans, … More
Five things I learned this week: Nov 25th 2012
Last week I was saying that the game is over when I next hear about PIK financing. Well, PIK financing … More
Five things I learned this week: Nov 18th 2012
Market Risk Premium is measured in many different ways, including methods like surveying the client base (one of the methodologies … More
What can the bin Laden raid teach us about investing?
The Vanity Fair article The Hunt for “Geronimo” is a very interesting account of the decision making process behind the raid. I … More
Five things I learned this week: Nov 4th 2012
I hadn’t heard about one of the measures of central tendency of a data range — “mid range”. Turns out, … More
Five things I learned this week: Oct 28th 2012
Steel makes up for 95% of the world’s metal production (<$300B market), compared to $3T market for crude. For the … More