
- Jun 4
- 3 min
Motion, thermodynamics and business
In this post, we will talk about a mental model from physics and how it relates to business. Newton's first law of motion In 1686, Sir...
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- May 27
- 4 min
A case study in capital allocation
In this post, we evaluate the capital allocation dynamics of a specialty chemicals company. In this post, we discussed the ways in which...
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- May 20
- 4 min
Cost structure and nature of business
In this post, we are going to discuss a few concepts that are not part of standard financial reporting (IFRS/IAS) and hence not readily...
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- May 13
- 4 min
Reinvestment and growth
In this post, we explore what reinvestment means and its relationship with expected growth In the book ‘100 Baggers’, Christopher Mayer...
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- May 7
- 4 min
Let's talk about return ratios
Return on capital is arguably the most important indicator of the inherent economics of the business. In this post, we explore the...
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