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FOMO as a Sales tool
This post was first published on capitalmind.in Amazon is famous for being customer-focused. Jeff Bezos’ shareholder letters over the years emphasise this focus. Here’s one excerpt: Senior leaders...
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The impact of Return on Capital on Shareholder Returns
This post was first published on capitalmind.in Last quarter, there were 484 mentions of ROCE in the filings of just the 50 Nifty companies. ROCE stands for “Return on Capital Employed.”: how well a...
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How non-programmers can use Chatgpt’s Code Interpreter to kickstart analysis
This post is also published on capitalmind.in By now everyone has heard about chatgpt, and most likely other publicly available Large Language Models (LLMs) like Anthromorphic’s claude, Google’s Bard...
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The best-performing Nifty Indices in charts
NSE has a ton of equity indices, 96 of them. Removing a bunch of the repetitive ones, we are still left with over 50. Chart below shows their CAGR since inception. All the way from 23% (Midcap150...
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The Success Equation
My top 10 highlights from the book: The Success Equation: Untangling Skill and Luck in Business, Sports and Investing by Michael Mauboussin Much of what we experience in life results from a...
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The Signal and the Noise
My top 10 highlights from the book: The Signal and the Noise: The Art and Science of prediction by Nate Silver The need for prediction arises not necessarily because the world itself is uncertain, but...
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Ten Money messages I would share with my younger self
This post, first published on capitalmind.in, wasn’t meant to be a post, but just a few things I scribbled for myself as things about money I’d tell my younger self. The list grew, and so here it is....
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Nifty50 or Nifty50 Equal Weight?
They hold the same constituents except in different weights. The Nifty 50 is your traditional market cap-weighted index where each stock is allocated a weight in proportion of its free-float market...
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How likely is a 12% return over the long term?
A recent tweet citing Mint analysis talks about how the probability of higher returns increases with increasing investment horizon. The numbers looked a bit off, so I recreated the analysis using the...
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The Enduring Myth of Great Companies
This post was first published on capitalmind.in I remember the precise moment I had my first doubts about books on management success. In one of my earliest jobs, as a fresh management consulting...
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