2025: Year End Notes

02 January 2026

As we close 2025, it is a good time to pause and reflect.

I am reminded of an incident from 2005. After returning to the office following an offshore campaign, I met the division head at the pantry. Part of our campaign had not gone as planned, so I expected disappointment from him. Instead, he simply said, “That’s fine. If you don’t face problems, you don’t learn.”

A Simple idea

15 Dec 2024

I posted below on 17-Oct-19 on blogger.com and reproduced the content here except minor changes which will not impact the earlier intent.

I wrote below in the month of October 2015 as the thesis for an investment. This is the first time I created a 100% position in a single “trade“ and the decision was made overnight after reading the company updates available on the stock exchange.