Calibrated thoughts from my notebook.

Guides of Knowledge

All articles


Pricing Power

A complete guide to pricing power and how to identify it in its most durable form.

Circle of Competence

My Investment Philosophy

Consistently excellent performance has to be achieved through extensive knowledge of companies and their securities.

Decision Making

19 Biases That Intervene with Your Investing Success

Being a serious student of the markets is a must for investing success. But the nature of the markets is only part of the intelligent investor’s syllabus. What’s even more important is the lesson of knowing thyself.

Decision Making

Mental Model: Anchoring

Marketers use anchoring to trick you to spend more money, negotiators use anchoring to get in the stronger position, stock investors fall prey to anchoring to their own detriment.