12. If the Big Bull had lived to meet the machine

Explore how Rakesh Jhunjhunwala might use AI in investment, focusing on data analysis over strategy, and the skepticism towards AI predictions.

11. Opportunity cost, concentration, and the angel’s temptation

Learn Charlie Munger's principles on opportunity cost and investment concentration for informed decision-making and strategic investment planning.

10. Margin of safety, when the story is India itself

Learn how Rakesh Jhunjhunwala applies the margin of safety to investing in India, emphasizing buffers like price and balance sheet for long-term success.

9. The psychology of the Indian investor

Learn how psychological biases affect Indian investors' decisions and discover strategies to recognize and mitigate these influences effectively.

8. An Indian case file

Analyze Rakesh Jhunjhunwala's investment strategies, successes, and failures through Charlie Munger's principles. Learn from eight businesses and three autopsies.

7. Buy right, sit tight

Learn Rakesh Jhunjhunwala's 'buy right, sit tight' strategy focusing on selecting thriving businesses and the discipline to hold them long-term.

6. Incentives, promoters, and the bikini balance sheet

Learn how incentives shape business decisions, influence financial transparency, and understand the impact of pledged promoters and charismatic leaders.

5. Invert, always invert

Learn how inversion, a strategy by Charlie Munger, helps in identifying business risks and making informed investment decisions.

4. The circle of competence, and the doctor’s edge

Learn how doctors can leverage their unique insights into human behavior and incentives for smarter investing within their circle of competence.

3. First principles, not a formula

Learn first principles thinking in business and investing, focusing on core mechanisms over formulas, as explained by Rakesh Jhunjhunwala.