Monday, June 23, 2025

The spectrum of characteristics

Successful entrepreneurs need a hell lot of skillsets.

The most talented are usually not business oriented and usually the business people lack talents.

The detail oriented people lack creativity, while usually the creative people lack focus and perfection.

Where are you on these 2 spectrums of these characteristics?
Or are you one of those who is across both the spectrums?

Friday, June 20, 2025

Conflicts & Conflicts of Interests

The world has never been this multi-polar as ever before.

Many countries are working with countries who are fighting against each other pursuing their own agenda.

Lets have a look.

USA working with both parties of India - Pakistan conflict

China working with both parties of India - Pakistan conflict

China working with both parties of USA - Russia conflict

China working with both parties of USA - North Korea conflict

India working with both parties of Russia - Ukraine conflict

India working with both parties of Israel - Iran conflict

Azerbaijan working with both parties of Israel - Pakistan conflict

Turkiye working with both parties of NATO - Iran conflict

Taking any side is very difficult in this multi-polar world.

Thursday, June 5, 2025

Asymmetricity

Case A: 

I have heard of Asymetric warfare multiple times. Mostly used in the context of Guerrilla warfare and drone warfare. 

Why is this asymetric? 

Because low cost things and tactics can overcome high cost professional things and tactics.

The cost and the results make the investments asymmetric.

Case B: 

Private equity takes asymmetric bets knowing very well that only 1 or 2 companies in the portfolio gives outsized returns and makes far more money than the losses incurred in the other companies.

Case 3:

A 10 X thinking involves taking calculated risks where the upside far outweighs the downside.

10x thinkers know not every bet pays off, but one great one can change everything.

Case 4:
Usually, for a company out of all the products, there would usually be 1 or 2 product categories that gives disproportionate profits or are asymmetric.


The pattern across things is that Asymmetric investments yield outsized returns.

It takes a lot of research, knowledge to identify asymetric opportunities.

In conclusion, asymmetric thinking is a way of thinking or provides a framework to think.