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A guide to navigating quarterly noise-flow
It's hard to read a long form essay amidst frenzy of quarterly earnings season. Then again, that frenzy is why this essay on separating…
Jan 15
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Anand Sridharan
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A guide to navigating quarterly noise-flow
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Charlie Munger
He didn’t merely teach us how to invest, he showed us how to think.
Nov 29, 2023
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Anand Sridharan
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Charlie Munger
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Contextualizing terror, the right way
Barbarity of Satanic Saturday is apparent. It’s enormity, less so.
Oct 13, 2023
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Anand Sridharan
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Contextualizing terror, the right way
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On investment firms, brand & reputation
Investment firms may not have a brand, but certainly have a reputation. It may well be the most valuable thing we have.
Jun 23, 2023
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Anand Sridharan
52
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On investment firms, brand & reputation
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Update on Pulak's book
Problems with pricing/quality on Amazon India are due to piracy
Jun 5, 2023
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Anand Sridharan
9
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Update on Pulak's book
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The Great Disconnect
Between how aspirants learn from the best in normal domains vs in stock-markets.
May 19, 2023
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Anand Sridharan
53
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The Great Disconnect
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Second axiom of investing
Bank collapses are a good time to draw attention to an underappreciated axiom of investing - shareholders are last in line to be paid.
May 4, 2023
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Anand Sridharan
27
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Second axiom of investing
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Book discussion
Pulak discusses his book on evolution & investing, in his first public appearance in two decades
Apr 16, 2023
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Anand Sridharan
13
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Book discussion
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Buggy Humans in a Messy World
Psychology, complex social systems and investing
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