Vikas Kasturi In search of asymmetric bets
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Thoughts of a teacher and practitioner of value investing and behavioral economics. The Art of Beautiful Note Taking. Every year I go to Flame University. In Pune to conduct a workshop. This type of visual thinking and note taking abilit.
Public Sector Banks Will History Repeat Itself? August 18, 2015. This has meant very low valuations for these banks and inability to grow at historical rates even if the economy starts to pick-up in near future. Is there a pattern that we can draw between last down cycle and the current one? Have an opportunity to improve their balance.
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The site had the following in the homepage, "I am borrowing the idea of writing an annual letter from Shane Parrish and Vishal Khandelwal." I noticed that the web site stated " Writing the annual letter, gives me a chance to reflect on the year one by, revisit the learnings, the hits and the misses." They also stated " And I plan to write a few lines on what I plan to do differently in . 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."ANALYZE MORE BUSINESSES
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By Friends and producers in support of Andreas. Andrew Soul - Andreas Jam. Chris Moss Acid - Najdorf Opening. The Acid Mercenaries - Gehm2. Harold Diepeveen - Le Dee Trois Trio Prends 5 Cinq. Tunnel One - Rough Gehm.
Forgot Password or Username? Deviant for 14 Years. This is the place where you can personalize your profile! I dear.
Forgot Password or Username? Deviant for 13 Years. This is the place where you can personalize your profile! My non.