This post talks about the role of
“shit happens” in special situations
Monday, December 31, 2012
Thursday, December 13, 2012
Tuesday, October 30, 2012
Licensed to Speculate!!
This post talks about an untouchable sector, the institutional imperative and the art of speculation in long term investing (ironical isn't it!)
Thursday, October 18, 2012
Hic...Hic..Hurray !!!
This post elaborates a probabilistic thinking framework we used to evaluate an idea. Worked well in the end, but with dollops of luck!
Tuesday, October 16, 2012
An Introduction
Welcome,
A joint effort of
Abhinav Mansinghka and Niren Parekh this blog will focus on thoughts & investment
opportunities in the Indian equity market. “Manufactured Luck” as the name suggests is the
basis of our investment philosophy.
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