Three Bucket Framework

In the last four years, since I started reading voraciously, I have been collecting a private digital archive of quotes that I have found intriguing. I call these intriguing quotes as super-­paragraphs. Couple of months back, I came across a super­-paragraph which Peter Kaufman shared with Columbia Business School students. Click here to read the…

To understand something, write about it

Peter Bevelin is one of my favorite authors. If measured in the scale of page-for-page wisdom, then his books will feature among the best of the best. I like his writings because he organizes the contents around key themes. The technique of organizing based on themes is called as common placing. This is a powerful way to understand…

Constellation Software

Last year I asked my friends to send me the names of the companies run by able and honest managers like Warren Buffett. Without hesitating both of them mentioned about Mark Leonard, a terrific guy who runs Constellation Software. I promptly added it to my reading list. In a recent interview, Shane Parrish mentioned about…

Building Your Mental Database

I am a big fan of Sachin Tendulkar. One of my favorite shots of Sachin is a full blooded drive, second boundary in the video. He would score a boundary of Brett Lee without moving an inch. Brett Lee delivered the ball at 152.5 kilometers per hour. At that speed the ball would reach Sachin…

On Note Taking

Few days back, my friend Anil Tulsiram tweeted about the importance of having a proper system in place while reading. I couldn’t agree more with what he stated. Reading more is useless if you can’t recall what you read. Click here to read the rest.

The Zen of Corporate Finance

I promised my friends that I will do a small presentation on the drivers of the intrinsic value of a business. To fulfill that promise I am doing this write up. Take a look at the Net Operating Profits Less Adjusted Taxes (NOPLAT) for Great and Gruesome. Both companies are generating the same NOPLAT and…

What’s your gift?

Over the last three years, since I started blogging, I have been collecting a lot of amazing YouTube super videos. You can find them all here. The recent one that I added to my collection is “Lessons From the Great Minds of Investing”, Google talk given by William Green. If you haven’t listened to this talk then I would highly encourage…