Michael Mauboussin's CAP paper covers far more than just business lifecycle stages. But while reading it, one thought kept coming to mind:
"But at what price?"
A few reflections:
https://t.co/gkXn45cPhi
CAP paper:
https://t.co/fqmMEKxZzA
Over the years, India’s lending rate architecture has evolved from the Base Rate system to MCLR, and eventually toward external benchmark-linked lending, largely driven by the RBI’s push for faster and more transparent monetary transmission. 1/n
The obj. need not be aggressive tightening, but rather demonstrating intent and preserving credibility before larger imbalances emerge. Delaying action for 2 long and thn reacting abruptly to crncy weakness, cap outflows, or global rate shifts may prove more disruptive later. 8/n
Extremely disappointing experience with MakeMyTrip outstation cab service. Incorrect driver/car details shared, vehicle broke down midway due to no fuel, amount deducted, rude driver behaviour, and absolutely no customer support in an emergency. (1/2)
You cannot speak to a real person, branches deny responsibility, and nobody helps when you are stranded. They are quick to call while booking, but absent when customers are in trouble. Serious concerns around safety, accountability, and reliability. @makemytripcare@Rajesh_Magow
Isn't reserve money growth the problem?
Think a lot of debate around this topic has to end, taking up unnecessary intellect share of many!
https://t.co/Tdn4GWD2Wi
I heard this today that a bear market lasts some 'X' months.
My thoughts-
The Comfort of Numbers and the Cost of Not Thinking Critically
https://t.co/UtuHmv18KI
A Charlie Munger enthusiast has created AI-generated audio compilations that brings together his writings, speeches, and other archival materials into immersive long-form videos — a true delight for admirers of Munger’s wisdom.
https://t.co/pjQeUpUQCG