NYU professor Aswath Damodaran recently spoke at Google on the value of stories in business. This theme is at the core of his latest book, Narrative and Numbers. In his talk, he discussed how the world of business and investing seems to be increasingly divided into two camps: number crunchers, who believe only in data and models, and story tellers, who believe in […]
Category: Other
Portfolio Positioning & Updates
I generally don’t like to write posts like this one for good reason: I am not a professional investor nor a qualified financial advisor. Unfortunately for readers, the “have blog, will write” syndrome now compels me to share my unsolicited opinions. The standard disclaimers still apply. Outlook & Positioning: I am increasingly uncomfortable with the market environment today. The macro picture looks […]
New Website Sections
Just a quick note to highlight to readers two new sections recently added to the website. The links to both sections / pages can be found on the main menu bar. Library: Unlike the more “timely” weekly reading series, I intend for this page to become a repository of “timeless” articles and resources that have been helpful […]
New Year Updates
Happy new year to everyone! Apologies for the lengthy silence, I was travelling for most of December and took a short break from writing to catch up on other things. Below are some long overdue general updates as well as responses to a few questions (paraphrased) that I have received. Travel recommendation: Kanha Tiger Reserve in Madhya Pradesh. According to WWF […]