Musings

Musings #19: Top 10 Lessons from Buffett and Munger

“Hard work, honesty, if you keep at it, will get you almost anything.” — Charlie Munger Some of you know this story already. Warren Buffett initially bought Berkshire Hathaway (BRK) shares at $7.5 in 1962 when it was an ailing...

Oct 17, 2020 7 MIN

Musing #20: Who Not How

"It is amazing what you can accomplish if you do not care who gets the credit." - Harry S Truman I hope you are all doing well and staying safe. I'm taking a couple of days off work to spend...

Oct 24, 2020 4 MIN

Musings #21: Strategy – Playing to Win

“The essence of strategy is choosing what not to do.” - Michael Porter This week and next, we will discuss a topic that does not get too much attention. Importance of getting the strategy right for success. Whether as an...

Nov 07, 2020 5 MIN

Musings #22: Strategy – Navigating Blue Oceans

I just finished watching the Star Wars series with my 12-year old, and it was a lot of fun. If you want to try it, here is the best sequence to watch it. It made me reminisce about borrowing VHS tapes...

Nov 14, 2020 5 MIN

Musings #23: No Rules – Lead With Context

I hope you all had a good Diwali break. I did manage to take a couple of days off and enjoyed the time with family. I also managed to catch up on a couple of movies from my watch list....

Nov 21, 2020 6 MIN

Musings #24: Power of Range

As I write this, there is live music playing in the background. My wife's a musician, proficient on the piano, cello, and vocals. Her dad was a music teacher as well and was proficient in several instruments. And thanks to...

Nov 28, 2020 3 MIN

Musings #25: Leadership Qualities

A founder I admire pinged me recently, asking if I had read - "Power of Positive Thinking" by Dr. Norman Peale (first published in 1952). This founder is an avid reader and doesn't recommend books often, so I asked him why he...

Dec 05, 2020 4 MIN

Musings #26: 2020 Recap & 2021 Plans

Hope your 2021 is off to a great start. I did get a few days off over the holidays, but that feels like quite some time back already. One of the highlights of this holiday was that we managed to...

Jan 16, 2021 4 MIN

Musings #27: Circle of Competence

“I’m no genius. I’m smart in spots—but I stay around those spots.” — Tom Watson Sr., Founder of IBM "You have too much of semiconductor in your resume, Anand. You need to diversify if you want to be a successful...

Jan 30, 2021 5 MIN