Apr 23
4 min

A thing or two about capital allocation

In this post, we explore one of the most important aspects of evaluating a business that can make or break the compounding journey of the...

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EXPONENTIAL MUSINGS

Jun 18
4 min

Systems thinking and investing

Peter Senge, an MIT professor introduced 'Systems Thinking' in his book 'The Fifth discipline' in 1990. We discuss how it provides a...

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Jun 11
2 min

Thoughts on PE ratio

PE ratio is elusive and there are many theories around it. We discuss why the PE ratio is an important if not a deterministic factor in...

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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 28
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 21
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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ABOUT ME

Exponential is my passion project. I like to read and reflect on investing frameworks and writings of the legends. My experience in equity research and banking has allowed me to evaluate a business from different vantage points. I add my two cents on investing and Indian businesses through this blog. Hope you find it worth your time!

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Adam Grant's 'Think Again' outlines the importance of 'rethinking' ideas. It's an excellent insight into how to challenge our own opinions and think in a 'scientist' mode. The good part of this notion of rethinking is that it's relevant for every branch of knowledge and life in general.