Buggy Humans in a Messy World

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At the 15-year mark, I go back to my Nalanda origin story. It all started with “I’m an idiot”.
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After a long time, here’s some Friday silliness on state of the markets.
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Investing needs a good bullshit detector. Madras provides it, with style.
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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…
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Insurance death-claims over Apr-Sep 2021 are 40% above trend, reflecting Delta wave severity. If all-cause mortality follows a similar trend, this…
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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.
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Reflections on two years of writing, anchored around the two keywords that I carefully chose for the title: Buggy & Messy.
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“Fund managers in the rear-view mirror are dumber and luckier than they appear”
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Never did, never will. Prudent investors fuss about something other than value.
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Voting machine or weighing machine? We mostly play former, but pretend it's latter. At extremes, this pretence can get especially dangerous.
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A pointless rant on the latest iteration of absurdity
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A new allegory, on the lines of Mr Market
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© 2022 Anand Sridharan
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