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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
69
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A guide to navigating quarterly noise-flow
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November 2023
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
89
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Charlie Munger
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October 2023
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
26
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Contextualizing terror, the right way
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June 2023
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
51
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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
8
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Update on Pulak's book
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May 2023
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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April 2023
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
12
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Book discussion
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On distinguishing honest from dishonest signals
Sharing Pulak's article on this topic, which ties in with one of his book chapters
Apr 10, 2023
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Anand Sridharan
14
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On distinguishing honest from dishonest signals
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March 2023
Some jottings on Pulak’s book
Biased views on the book closest to my heart, Darwin, evolutionary biology and Nalanda's approach to investing.
Mar 15, 2023
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Anand Sridharan
32
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Some jottings on Pulak’s book
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March Madness
Looking back on March-2020, somewhat self-indulgently, to reiterate some investment lessons
Mar 10, 2023
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Anand Sridharan
59
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March Madness
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January 2023
Schrodinger's markets
In markets, 2022 was a year of poetic justice. I start from there to revisit a timeless yet confusing characteristic of markets.
Jan 2, 2023
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Anand Sridharan
57
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Schrodinger's markets
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