Second Order Thinking in Investing: Four Decisions I Had to Learn the Hard Way
Most investing mistakes happen when things feel clear. This piece explores the quiet decisions where second order investing thinking actually matters.
Cost Structure Is Destiny
Two businesses can sell the same product at the same price yet face different outcomes. Cost structure, not growth, decides who survives cycles and compounds.
The Attention Economy Trade: Who Really Makes Money When Global Stars Visit India
When global stars visit India, headlines follow. But the real story isn’t on the stage, it’s in how attention is rented, monetised, and controlled. This article breaks down who actually makes money in the attention economy, and why investors should look beyond the spotlight.
India’s Data Centre Supercycle: The Simplest Explanation of Colo, Cloud and AI Infrastructure
India is entering a once-in-a-generation data centre supercycle driven by cloud adoption, AI workloads, and data-localisation laws. This story explains colo, cloud, and the infrastructure powering India’s digital future—simply and clearly.
Why Footwear Stocks Fell After 2021: Demand, Oil Prices, Margins & The Hidden Consumer Shift
Disclaimer:This article is for educational and informational purposes only. The stocks and companies discussed here are not buy or sell
Rate Cuts Are a Sign of Concern, Not Celebration
Rate cuts are often treated as good news for markets. But history shows they usually arrive when something is already weakening beneath the surface. This article explains what rate cuts actually signal, and why understanding them matters more than celebrating them.
The Investor’s Illusion: Why Your Mind’s Story Is Your Biggest Market Risk
Every investor is scared of drawdowns.Every investor is terrified of bear markets.And every investor, secretly, thinks they’re immune to stupidity
The Crisis That Will Change Indian Aviation Forever: IndiGo Was Just the Warning Shot
IndiGo’s meltdown wasn’t a one-off failure ,it was the first warning shot of a much bigger shift in Indian aviation. From pilot shortages to slot monopolies and rising regulatory pressure, India is now replaying the same consolidation cycle the U.S. experienced a decade ago. And the outcome could reshape the next 10 years of flying.
Larry Ellison : How an 80-Year-Old Billionaire Outplayed AWS and Built a Wealth Machine
Larry Ellison didn’t just survive the tech revolutions — he outplayed AWS and Azure in his 80s. This is the story of how an ‘old’ enterprise company pulled off one of the smartest comebacks in modern capitalism.
THE NEW MIDDLE CLASS: Why Young Indians Want Financial Freedom Before 35
Young India’s new dream isn’t a fancy car or a corner office — it’s financial freedom before 35. But behind the Instagram-friendly fantasy lies a deeper story of ambition, anxiety, identity, and the desperate need for control in a chaotic economy. This guide breaks down the FIRE illusion, exposes the traps nobody warns you about, and reveals the real Indian version of financial independence — not quitting work, but quitting dependence on one fragile income. Funny, sharp, and painfully relatable, this is the truth about money, meaning, and modern freedom.