Strong but questionable form of competitive advantage

Posted Leave a commentPosted in Business Analysis, Charles T Munger, Learnings from the Giants

Charlie Munger in one of his speeches described a test he has performed at a number of US schools – I have posed at two different business schools the following problem. I say, “You have studied supply and demand curves. You have learned that when you raise the price, ordinarily the volume you can sell […]

Capital Cycle Investing: Figuring out the Fade Rate

Posted Leave a commentPosted in Learnings from the Giants

Reading about how other successful investors have, over the years, threaded their path ends up uncovering some fresh insights. And even if many a times these insights are not as ‘ground breaking’ as others, these offer interesting perspectives to look at existing realities. They helps us by way of broadening our worldly understanding of the […]