Blog Posts

Pitching build v/s buy is dead

Build vs. Buy? AI is changing the game! Ditch the tech headaches. Serve customers who want effortless magic.

Untapped pricing power of food delivery companies

Unlocking hidden value: Food delivery's pricing power. It's a cultural trend that is often discussed in hushed tones, which would make a good stock pitch.

Cloudflare AutoRAG first impressions

Cloudflare's AutoRAG: A raw, insightful review! Discover its strengths, quirks, and the future of Retrieval-Augmented Generation.

I vibe-migrated to wagtail from Zola/Rust static sites

From static sites to dynamic Django: Learn why I switched and what exciting features are coming soon!

There are no answers at the back

Craving instant answers? Life's not a textbook. Learn to embrace uncertainty and build your own solutions.

Mismanagement is how great is separated from good

Find yourself a company which was mismanaged but still performed well.

Temperature and Beverages

Temperature affects how people feel about the taste of their beverages.

Product Response Cycle

Exploring product response cycles: from instant gratification (ice cream, cigarettes) to delayed impact (protein, insurance) and their market implications.

Customer mindset on motorcycles v/s cookers

Motorcycles are seen as tools of self-expression and cookers as tools of oppression, guess which one I am investing in.

Caring about what you do is a competitive advantage

Products built with care always standout of the crowd filled with copy-cats and create sustainable competitive advantage.

Investing strategy: Unpopular large caps

Unpopular well-managed large caps often give adequate margin of safety and offer good risk adjusted returns.

60 days of AI

Why did I decide to start with AI? How did it go? What I learnt? And outcomes did I achieve?

Be like ekalavya, self-taught

We live in a world where the best knowledge is available at your fingertips and it's your job to make the most out of it.

A letter to my brother on Performance Reviews

An email to my brother navigating his career, emphasising the ultimate benchmark: being the one whose phone rings when it truly matters.

Reinvestment risk in commodities manufacturer

Ignoring reinvestment risk to maintain the current cashflows can lead to problematic situations.

Inflation as a first-class citizen in financial tools

Inflation is a reality of our lives and should be treated as a first-class citizen when it comes to financial calculations and planning.

Know Your Term Sheet AI Prompt

Once upon a time, the dark arts of term sheets were closely guarded secrets. Now we can take the help of AI & LLMs to understand them better.

On bull and bear markets

The seeds of a bull market are sown in the bear markets and the seeds of a bear market are sown in a bull market.

Home Lab: Running bare metal servers

A journey of building a high-spec PC and transitioning to a sophisticated home lab setup. Using Proxmox to run servers at home.

Accounting for technical and open source teams

Designing a process to manage finances for open source and technical teams using hledger.

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