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# business

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.

Investing strategy: Unpopular large caps

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

Reinvestment risk in commodities manufacturer

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

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.