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Vikas Kasturi – In search of asymmetric betsIn search of asymmetric bets
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In search of asymmetric bets
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Vikas Kasturi – In search of asymmetric bets | vikaskasturi.wordpress.com Reviews
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In search of asymmetric bets
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May 2016 – Vikas Kasturi
https://vikaskasturi.wordpress.com/2016/05
In search of asymmetric bets. Mental model of Earning your colors. Understanding and applying value investing principles. Create a free website or blog at WordPress.com. In search of asymmetric bets. Understanding and applying value investing principles. In search of asymmetric bets. Thoughts of a teacher and practitioner of value investing and behavioral economics. Wit Wisdom. Value Investing.
Thoughts on Capital Allocation – 1 – Vikas Kasturi
https://vikaskasturi.wordpress.com/2016/10/25/thoughts-on-capital-allocation-1
In search of asymmetric bets. Thoughts on Capital Allocation 1. As I being to write this blog, my head is swirling with a tsunami of thoughts. But at the same time, I want to present my thoughts in a simple and understandable manner. Hence I plan to write a few more blogs on this topic. ). It seems so obvious now in hindsight, something that I feel I should’ve grasped sooner. So has Vishal Khandelwal and others; but I understood it only now. So here it is. The Cash Flow from Financing which tells us if t...
Vikas Kasturi – Page 2 – In search of asymmetric bets
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In search of asymmetric bets. Alternate perspectives to ‘Why You Must Not Quit Your Job to Become a Full Time Investor’. Recently, Vishal Khandelwal wrote an excellent article on ‘Why You Must Not Quit Your Job to Become a Full-Time Investor’. I would like to add a few incremental thoughts to it. A presentation on Wonderla. When the student is ready, the master appears. Sharing experiences from my life when I missed opportunities when I wasn’t ready. Life Lesson – 1. Managers and Game Theory.
October 2016 – Vikas Kasturi
https://vikaskasturi.wordpress.com/2016/10
In search of asymmetric bets. Thoughts on Capital Allocation 1. In this blog, I have tried to explain how to use the lens of capital allocation while analyzing investment ideas. Understanding and applying value investing principles. Blog at WordPress.com. In search of asymmetric bets. Understanding and applying value investing principles. In search of asymmetric bets. Thoughts of a teacher and practitioner of value investing and behavioral economics. Wit Wisdom. Value Investing.
July 2016 – Vikas Kasturi
https://vikaskasturi.wordpress.com/2016/07
In search of asymmetric bets. Be a funnel, not a sponge. I recently got to attend a 3-day workshop conducted by Prof. Sanjay Bakshi at Flame University, Pune. ( http:/ www.flame.edu.in/academics/executive-education/fil-with-the-masters/june-2016. Prof announced the program on Twitter and Facebook and that’s how I got to know about it. All applicants had to send an application along with their resume and the selection would be solely Prof.’s discretion. I […]. Blog at WordPress.com.
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Interview with Ian Cassel of MicroCapClub | Fundoo Professor
https://fundooprofessor.wordpress.com/2015/06/15/interview-with-ian-cassel-of-microcapclub
Thoughts of a teacher and practitioner of value investing and behavioral economics. Abstract Ideas in Finance. Security and Business Analysis. Security and Business Analysis. Interview with Ian Cassel of MicroCapClub. I became a twitter follower of Ian. Last year and have enjoyed interacting with him on that platform, and through email over the last few months. Of Ian’s tweets that I loved. There are dozens of others. Follow him on twitter. And learn from his wisdom and experience. June 15, 2015 at 22:04.
armchairinvesting.wordpress.com
MT Educare: A play on For Profit Education in India | Armchair Investing
https://armchairinvesting.wordpress.com/2015/06/24/mt-educare-a-play-on-for-profit-education-in-india
MT Educare: A play on For Profit Education in India. MT Educare: A play on For Profit Education in India. June 24, 2015. July 11, 2015. Strong position in Mumbai-. Expansion in adjacent markets in an asset light model-. Unsuccessful expansion in non- Mumbai market-. Regulatory issues –. Concentration risk in Mumbai-. Mumbai contributes 80% of the revenues and 66% of the centres are in Mumbai. Any change in exam patter or any adverse regulation against coaching institutes in Mumbai/Maharashtra can adv...
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Vikas Kasturi – In search of asymmetric bets
In search of asymmetric bets. I am borrowing the idea of writing an annual letter from Shane Parrish and Vishal Khandelwal. Writing the annual letter, gives me a chance to reflect on the year one by, revisit the learnings, the hits and the misses. And I plan to write a few lines on what I plan to do differently in […]. Demonetization, Mr. Market and Me. Thoughts on Capital Allocation 1. In this blog, I have tried to explain how to use the lens of capital allocation while analyzing investment ideas. Becau...
Vikas Bhagwagar's Blog - A Tech Blog
Vikas Bhagwagar's Blog A Tech Blog. Apr 16, 2014. RequireJS example – loading desktop vs mobile javascript libraries and overriding functions. RequireJS is a javascript library that is used to load other javascript files in certain orders based upon its dependency. However it can be also used for writing modular javascript other than modular Read more [.]. Apr 7, 2014. How to style HTML form fields using CSS 3 linear-gradient() function? Apr 6, 2014. It's Read more [.]. Apr 6, 2014. Lorem ipsum dolor sit...
Vikas Kedia Blog- Musings of a technology entrepreneur - Vikas Kedia
April 27, 2013. Q) How to search inside a file? Ctrl s search will give a place to enter search term. Ctrl s again to go to the next occurrence. Q) How do I hide and show blocks of code? Ctrl c h (ctrl c = custom key binding). Tab - to hide one block. Shit tab - to hide all blocks. Ctrl s search will auto open and close blocks. To install this feature inside the .emacs file enter:. Add-to-list ‘load-path “ /.emacs.d”). Add-hook ‘c-mode-common-hook ‘hs-minor-mode). Q) How do I indent the code? Q) How to m...
Story Teller – Your Story Teller for the Day
Your Story Teller for the Day. Me and My Avatar. Follow Blog via Email. Enter your email address to follow this blog and receive notifications of new posts by email. Join 735 other followers. May 12, 2016. He reached office right on time, and sat on his desk as usual. He checked his email and checked the data and get on with his work. He had to create some reports so he was busy in them. He got a ping from his manager. What else could he do? May 12, 2016. He rushed to the office on his bike like every day.
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Vikas Khair Photography – Learning the Photography as I go along
Learning the Photography as I go along. May 6, 2015. May 6, 2015. Continue reading →. May 6, 2015. Continue reading →. May 6, 2015. Continue reading →. February 19, 2015. Continue reading →. February 19, 2015. February 19, 2015. Continue reading →. February 19, 2015. Continue reading →. February 19, 2015. Continue reading →. Blog at WordPress.com.
The Sixth Sense
Friday, April 17, 2015. Time to Look up to the future. This entry is for Look Up. When we talk about the future we are either pessimistic or optimistic about it. What we never are is sure of it. After all the term future itself means that we can't know about it. And we don't have many opportunities to be hopeful about the future if we look at our present. My brother who is an aspiring singer uses his band and his friends to do the good through his music and organizes charity shows and his most favorite s...
