Recently, I read over 20 of Buffett’s letters to this investors. Those who’re interested in the insurance business will find…
Book Summary: Margin of Safety
Book: Margin of Safety Author: Seth Klarman Key takeaways: Klarman is called a classic value investor, a term that can…
What Buffett said
A few weeks back, I had the joy of meeting Warren Buffett in Omaha, Nebraka, as part of a group…
Book Summary: Fault Lines: How Hidden Fractures Still Threaten the World Economy
Book: Fault Lines Author: Raghuram Rajan This is an easy book to love. Most of us have read several books on the…
Why top-earners need to pay more taxes
A version of this article was published in the Cornell Business Journal, an independent student-run publication. In October last…
Book Summary: Moneyball
Book: Moneyball Author: Michael Lewis Key takeaways: This is a story about Oakland A’s–an American baseball team, who performed immensely…
Wolfgang Münchau is my man
First up, some background. You know that the problem is beyond repair when the best solution being discussed lacks logic.…
Book Summary: In The Long Run We’re All Dead
Book: In The Long Run We’re All Dead Author: Timothy Lewis The title uses a famous quote from (John Maynard) Keynes, who said- “The…
Free Markets
We all share concepts that are considered axiomatic, despite rather imprecise shared understanding. These are told to everyone as obvious,…
Hail the new white knight, the red dragon
The market rallied today (9/13) because China and Italy are discussing a bond purchase program. Promptly traders and their algo…