Blog Posts

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.

Cryptocurrencies aren't a solution to our problems

Banks vs. Crypto: Why Banks Aren't Scared! Explore crypto's limits, banking, and future financial innovation. Read on!

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