Deep Dive

Jeff Bezos admires David Shaw and he once told that David is one of the few people I know who has a fully developed left and right brain. Click here to read the rest.

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Keep It Simple

I am a big fan of Matt Brice writings. Why is that? He keeps it simple and focuses on key variables that actually matters. Matt penned the following lines and it made me to jump up and down in joy. Click here to read the rest.

Break it down and reason up

Few weeks back I was watching Jeff Bezos being interviewed by Charlie Rose. In it Bezos explained why space travel is expensive and what needs to be done to make it affordable. Bezos explained it by breaking down the constituents of rocket. And reasoning up by using first principles, which is the physics way of…

Narayana Health

Average age of heart surgery in the UK is 65 but 45 in India. There is a need for conducting 20 lakh heart surgeries in India. But only 1.2 lakh heart surgeries are conducted. There is a lot of unmet demand. Why is that? Click here to read the rest.

Four years of blogging and some golden nuggets

The journey of a thousand miles begins with one step. This is very true when it comes to my habit of blogging. Four years back I wrote my first blog post: The Joys Of Compounding. Today I am writing my 221st post. Blogging helps me to read a lot, learn things deeply, share knowledge, and network…

Analysis of Competing Hypotheses

Sometime in the 90s Warren Buffett was asked on why he made an investment in USAir given that airlines is a cut throat industry. What was Buffett’s response? Click here to read the rest.

Edelweiss Financial Services

I have been using Google Docs to do my writeup for analyzing companies. For the first time I used Scrivener to do my analysis. I enjoyed writing on Scrivener as it allowed me to focus on individual pieces. And not worry about the document layout. Moving around content is a piece of cake. It’s a perfect tool for…

Logistic Regression: Is it a spam message?

By now we have gotten an intuitive understanding of what regression is about. To quickly restate what we are doing, we are taking a bunch of input variables (variously called independent variables, covariates or features depending on whether you’re reading a statistics, computer science or machine learning text) and output variable (the response variable, dependent…

Linear Regression: Predicting House Prices

I am big fan of Kalid Azad writings. He has a knack of explaining hard mathematical concepts like Calculus in simple words and helps the readers to get the intuition behind the idea. Couple of days back I was reading his book on Calculus. I came across the following passage in the book— What’s a better learning…

Why Machine Learning?

A good friend of mine recommended me to read the book The Craft Of Research. It is a fantastic book and it shows how to go about conducting a research and present it in a structured way so that your readers can understand and appreciate your research. I highly recommend this book for almost anyone who…

On Fluency and Equanimity

Barbara Oakley is a Professor of Engineering at Oakland University. She is the author of the book A Mind for Numbers and creator of the outstanding online course Learning How To Learn. If you want to learn How To Learn, then you should take this online course and read the book. I liked the course and…

Knowledge Begets Knowledge

I read the book Thinking Fast And Slow for the first time in 2012. I managed to read 25 percent of the book with reasonable comprehension. After that my understanding started to dip and I stopped reading. I felt miserable and thought I was dumb and that’s why I couldn’t understand it. I read the…

Seeking Wisdom

Mastering the best of what other people have already figured out.