Pivot

So, we have all heard/read this word a lot these days. A lot. Tech firms pivot into unexpected use cases for their existing products. The Excel warriors keep making pivot tables to justify how their inference is the only correct inference and nobody knows data like they do. Why am I talking about pivots? Am …

Do as I do, not as I say!

A few months ago, I wrote about consistency. And then two months hence, I broke that rule. I didn’t write a single post in October. Not that I didn’t have time or ideas, but I wasn’t applying myself enough. I didn’t think missing a month would matter. And then it hit me. I am writing …

OP(iu)M

Other Peoples’ Money(OPM). I recently came across this term while listening to a podcast on Indian Economy. The reference is to Mutual Fund salespeople who talk about the great things with the Indian economy as they need more and more people to invest in their funds. I tend to define OPM as Overly Positive MF …

Sanity in the times of COVID-19

NO, this post isn’t about COVID-19. The title is inspired by “Love in the Time of Cholera” by  Gabriel García Márquez. Not that this situation feels like a love story, but hey, what’s the harm in trying to find a silver lining amongst all this lockdown negativity?! Yes, India is currently under lockdown. A country …

Cost of Capital

Before I start off writing about what I intend to, let me issue a caveat. This isn’t about Capitalism and its implications on the society or a technical treatise on the economic/financial theory of Cost of Capital. Having told you this, I continue. Let’s be honest, why is capital coming to India? With our headline …