Arpit Ranka

Saturday, May 23, 2009

Great Expectations

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Children like stories and so do investors. The latest story, which has captured the imagination of investor community, is, ‘ a stable govern...
3 comments:
Wednesday, October 15, 2008

Creative Destruction (or) Destruction of Creativity?

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What is Creative Destruction? And what has creative destruction got to do with investing? As the name suggests, Creative Destruction is a ...
1 comment:
Thursday, April 10, 2008

Perception of Misperception

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As an investor, each one of us is trying to buy low and sell high. In the process, we, more or less, have the same set of information to hel...
4 comments:
Wednesday, March 05, 2008

Theory of (Appraisal) Relativity

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Taking cue from the saying that ' when you're not near the girl you love, you fall in love with the girl who is near you ,' I wo...
3 comments:
Monday, February 25, 2008

On Grahamian & Fisherian Framework

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(Following is a transcript of a mail, which I had written sometime back, to a fellow value investor cum colleague of mine on the scope of Gr...
1 comment:
Wednesday, February 13, 2008

What's in a Name? Not Much...

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I am going to use this post to discuss a key lesson from a recent experience involving the whole process of trying to understand things arou...
3 comments:
Sunday, October 21, 2007

When (Not) to Trust Yourself

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To be Skillful is to be able to accomplish a given task, directed towards seeking an intended result, with comfort and in the least possible...
3 comments:
Wednesday, June 27, 2007

My Search for Meaning

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“ Wat are you really living for - is it money, fame, helping others, power .. or wat ?” A friend of mine had asked me this important questio...
3 comments:
Tuesday, September 12, 2006

Protection (Vs) Prediction

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“Life can only be understood backwards—but it must be lived forwards” —Soren Kierkegaard. Just as a kid starts to lose interest when thi...
2 comments:
Monday, June 26, 2006

The Case of mistaken identity

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“We are not so sensible of the greatest health as of the least sickness”— Ben Franklin (Read profit for health and loss for sickness) People...
1 comment:
Saturday, April 29, 2006

Can We Expect To Get Lucky?

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Somebody once said, “ The moment I leave something on luck. It runs away .” One thing that has always fascinated me is the way some people o...
Thursday, April 13, 2006

Take A Simple Idea & Take It Seriously

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“Our ideas are so simple that people keep asking us for mysteries when all we have are the most elementary ideas”—Munger While watching Meme...
4 comments:
Thursday, February 23, 2006

Practice Makes Permanent

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It is fairly easy for Jonathan, a 5-year-old kid taking his tennis lessons every weekend to improve than it is for Roger Federer. I think th...
Monday, January 30, 2006

Thinking Like A Kid

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I believe that the propensity to learn new things decreases as a man ages (ie) a 1 year old kid learns a lot more in a day as compared to a ...
1 comment:
Thursday, January 05, 2006

Is There Time for Timing?

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(This is a response to a question asked by Shai to me and Bill of NoDoodahs . You can read Bill's reply from here ) Shai’s Question: Wh...
4 comments:
Thursday, December 29, 2005

Understanding Cause & Effect

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Perception is our understanding of reality & we understand reality by relating cause & effect. When what we perceive is in line with...
Friday, December 16, 2005

Responding to Noise

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"There is lots of noise that comes with information and one needs to train himself to separate noise from information" -- Naseem T...
Thursday, December 01, 2005

Lessons taught by a Coin

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"Your idea has to be original only in its adaptation to the problem you are working on"-Edison. In the last chapter of Security An...
10 comments:
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