Resources
📜 Letters to those who think in decades
This page is a quiet archive — a collection of essays, investment philosophy documents, and research notes that reflect how I think, where I focus, and what I choose to avoid.
None of this is meant to impress. It’s here for those who care about process over prediction, business quality over buzz, and permanence over performance-chasing.
These are the breadcrumbs for anyone trying to understand how I invest, what I believe, and the kind of partnerships I seek to build — over years and decades, not quarters.
🧭 Core Philosophy
📜 Postcard from India – Welcome Letter
The origin note — why this exists, what this project hopes to build, and who it’s really for.📄 My Investment Philosophy & Process
A detailed articulation of how I think about investing, business quality, ROCE, valuation, risk, and portfolio construction. You can download a short version of this here.
🌱 Guiding Principle in Life
This line from Charlie Munger has long been a quiet compass in how I think, live and invest —
“A happy life is very simple.
The first rule of a happy life is low expectations.
That’s one you can easily arrange.
And if you have unrealistic expectations, you’re going to be miserable all your life.
I was good at having low expectations and that helped me.
And also, when you experience reversals, if you just suck it in and cope, that helps if you don’t just stew yourself into a lot of misery.”
📬 Stay Connected
I write only when I have something worth sharing — no noise, no algorithms, no urgency. To receive new posts and memos directly in your inbox, you can subscribe here: