Accuracy Is Overrated — Dalal Street Lens Accuracy IsOverrated The best stock traders, venture capitalists and macro investors lose money […]
Concepts
Jesse Livermore Lessons
Jesse Livermore lessons told in first person — not as history, but as confession. A brutal look at why understanding markets was never enough, and how discipline, size, and self-control ultimately decide who survives.
How Nassim Taleb’s Trading Philosophy Changed the Way I Look at Confidence in Markets
Everyone is confident until the market disagrees. A personal reflection on Nassim Taleb’s trading philosophy, fragility, and how certainty quietly collapses in real markets.
Retail Investors vs Institutional Investors
A quiet look at why comparing retail investors vs institutional investors often creates more confusion than clarity, and how understanding the different games they play can change how you approach markets.
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.
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
FII–DII Decoded: The Real Reason Markets Move (And It’s Not What You Think)
A brutally honest, humorous breakdown of how FIIs, DIIs, and LIC really move the Indian market — why FIIs panic, why DIIs stay calm, and why retail misunderstands daily flow data.