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15th anniversary essay: Thoroughly conscious ignorance
At the 15-year mark, I go back to my Nalanda origin story. It all started with “I’m an idiot”.
Anand Sridharan
May 23
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15th anniversary essay: Thoroughly conscious ignorance
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Market’s so bad that …
After a long time, here’s some Friday silliness on state of the markets.
Anand Sridharan
May 6
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Market’s so bad that …
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That Madras irreverance
Investing needs a good bullshit detector. Madras provides it, with style.
Anand Sridharan
Apr 21
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That Madras irreverance
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A few basic questions
In stormy seas, it’s good to revalidate what our true North is. One way to do this is by asking ourselves basic questions on how we think about…
Anand Sridharan
Mar 9
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A few basic questions
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Analysis of insurance death-claims during India’s Delta wave
Insurance death-claims over Apr-Sep 2021 are 40% above trend, reflecting Delta wave severity. If all-cause mortality follows a similar trend, this…
Anand Sridharan
Feb 2
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Analysis of insurance death-claims during India’s Delta wave
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My only ever short thesis
A frothy market. A dodgy serial-acquirer. A wise analyst. A poetic justice ending. A real story of a short thesis, in which I played a bit role.
Anand Sridharan
Jan 31
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My only ever short thesis
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Buggy, Messy & all that
Reflections on two years of writing, anchored around the two keywords that I carefully chose for the title: Buggy & Messy.
Anand Sridharan
Dec 30, 2021
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Buggy, Messy & all that
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A statutory warning for investing
“Fund managers in the rear-view mirror are dumber and luckier than they appear”
Anand Sridharan
Dec 14, 2021
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A statutory warning for investing
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Sshh, value doesn’t matter!
Never did, never will. Prudent investors fuss about something other than value.
Anand Sridharan
Dec 6, 2021
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Sshh, value doesn’t matter!
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Which game are you playing?
Voting machine or weighing machine? We mostly play former, but pretend it's latter. At extremes, this pretence can get especially dangerous.
Anand Sridharan
Nov 11, 2021
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Which game are you playing?
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Power to the absurd
A pointless rant on the latest iteration of absurdity
Anand Sridharan
Nov 2, 2021
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Power to the absurd
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Mr Gormint
A new allegory, on the lines of Mr Market
Anand Sridharan
Oct 29, 2021
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Mr Gormint
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