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Month: October 2026

An open window with ornate ironwork in an Indian study, symbolizing diverse mental models in investing decisions.
  • by Dr Aniruddha Malpani
  • Posted on October 9, 2026October 9, 2026

2. Elementary worldly wisdom, with the windows open

Learn how multiple mental models enhance investment decisions, avoiding risks of single perspectives. Explore key models like feedback loops and base rates.

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Close-up of an ornate empty wooden chair, symbolizing investment restraint, in warm light and an Indian setting.
  • by Dr Aniruddha Malpani
  • Posted on October 9, 2026October 9, 2026

1. The empty chair

Learn Rakesh Jhunjhunwala's take on Charlie Munger's investment principles, adapted for India, emphasizing restraint and understanding market dynamics.

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Close-up of an antique wall clock surrounded by foliage, symbolizing investment wisdom from the article on Charlie Munger and Rakesh Jhunjhunwala.
  • by Dr Aniruddha Malpani
  • Posted on October 9, 2026October 9, 2026

Contents

Explore investment principles from 'The Patient Owner', focusing on strategies by Charlie Munger and Rakesh Jhunjhunwala.

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Two people discuss business in a softly lit room, illustrating an article on reading books that challenge investment views.
  • by Dr Aniruddha Malpani
  • Posted on October 9, 2026October 9, 2026

How to read a book that argues with you

Learn to critically assess business opportunities using books that challenge your views. Ideal for investors seeking to understand potential failures.

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An open almanac and reading glasses on a table with a brass oil lamp, symbolizing value investing insights in India.
  • by Dr Aniruddha Malpani
  • Posted on October 9, 2026October 9, 2026

Why this conversation, and why now

Learn about value investing inspired by Rakesh Jhunjhunwala and Charlie Munger, tailored for Indian investors facing unique market challenges.

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Close-up of a traditional Indian tea set, illustrating an imaginative dialogue between investors in Mumbai.
  • by Dr Aniruddha Malpani
  • Posted on October 9, 2026October 9, 2026

A necessary note before the first chair is pulled out

Explore a fictional dialogue blending Charlie Munger's ideas with Rakesh Jhunjhunwala's perspective, featuring investment insights and medical analogies.

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Consultant discusses IVF and startup pitches with a couple, illustrating honesty in both fields.
  • by Dr Aniruddha Malpani
  • Posted on October 9, 2026

Every Startup Pitch Should Be Like Your First IVF Consultation — Honest and Real

I've often found that the worlds of IVF consultations and startup pitches are more alike than one might expect. Both require a level of honesty and authentic...

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Chalk and a blackboard beside a tablet, illustrating the tension between traditional and AI-driven education methods.
  • by Dr Aniruddha Malpani
  • Posted on October 9, 2026

How a Classroom AI Tutor Made Me Miss Good Old Chalkboards

Dear Reader, I was sitting in my home office, surrounded by the usual tools of my trade — research papers, medical journals, and the occasional pitch deck fr...

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Empty IVF clinic waiting room with warm light, symbolizing patience in entrepreneurship.
  • by Dr Aniruddha Malpani
  • Posted on October 8, 2026

The Real Deal About Entrepreneurship? Patience Learnt in an IVF Clinic

I've often found that the most profound lessons in life come from unexpected places. Just last week, I was in the middle of a consultation with a couple in m...

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A couple reviews paperwork in a clinic, reflecting on data-driven decisions in IVF and investing.
  • by Dr Aniruddha Malpani
  • Posted on October 8, 2026October 8, 2026

Why I’m Wary of Data-Driven Decisions in IVF and Investing

I've been reflecting on a conversation I had with a young couple who came to my clinic last week. They were brimming with hope and anxiety, clutching a folde...

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