The index is lying to you (a little)
As of yesterday, the NIFTY 500 index is just 4% below its all-time high. This should indicate a typical bull market. But somehow, the market sentiment “feels” gloomy. Generally, market data determines the sentiment. But sometimes you need to start with sentiment and then dig into the data. So, we dug under the hood. We […]
When 40x P/E Is a Bargain
When my wife and I bought our first house 17 years ago, I really wanted a leather couch for the living room. I always liked the way leather couches looked and thought they were a mark of sophistication. The problem was, I had champagne tastes on a beer budget. As a compromise, I ended up […]
7 Investing Habits That Matter More Than Stock Picks in 2026
Forget stock tips, get rich-quick schemes or investment products that sound too good to be true. Real investing is slow and not at all easy. You should also have realistic expectations, especially considering the recent high returns in the market. Before you extrapolate them and assume that unless you are making 20%+ a year that […]
Forget market timing and stock picking, this matters more
What matters more than market timing and stock picking Sometimes, in investing, we spend far too much energy to find the “best” stock and figuring out the right timing to invest. It feels like these choices should matter most. After all, they are what everyone talks about on twitter, tv, and telegram. I used to […]
Three orders of thinking
First Order Thinking Like most people, I’m fascinated by what AI can do today and what it might enable tomorrow. NVIDIA is making huge profits, Microsoft is embedding AI everywhere, and ChatGPT is now part of everyday routines. So my initial thought is: AI is revolutionary → AI companies will make money → Buy AI […]
The Four Pillars of Rationality (According to Charlie Munger)
Charlie Munger’s mission in life — if such a lofty concept can be boiled down at all — was to help people think more rationally. He wasn’t just focused on becoming wealthy; he wanted to teach humanity how to reason clearly and live wisely. This article explores the four foundational pillars of rational thinking that […]