• The Stranger in the Woods: The Extraordinary Story of the Last True Hermit

    Michael Finkel

    Michael Finkel begins the book with a quote attributed to Socrates – “How many things there are that I do not want.” It’s a perfect start because the subject of the book – Christopher Knight – eschewed everything that was non-essential to himself back in 1986, the year that Chernobyl happened, when he was twenty. In his first road trip, he drove till he nearly ran out of gas. “I took a small road. Then a small road of that small road. Then a trail off that.” And then he disappeared for the next twenty-seven years, in the woods of “the maine land of New England”, Maine. Living less than three miles from society, and yet inhabiting a world that was only his. 

    He ‘raided’ camps for his food, fuel, entertainment and other requirements. Books were a weakness – spy novels and science fiction to Ulysses, his favourite was ‘The Rise and Fall of the Third Reich’. Never extravagant, he only took what he absolutely needed, and felt deeply guilty about that. Reactions to him ranged from a deep admiration for the life he chose to hatred for the feeling of insecurity he created among residents. Eventually, he came to be known as the hermit. One whom no one could track, because he didn’t even leave footprints. He tried not to even give a hint that the place had been robbed, even refitting doors if it came to that! Though sensors and surveillance tools became more efficient, he managed to evade them. A camp for the disabled was ‘his private Costco’, and that’s where he was finally caught. 

    He didn’t really know why he chose to do this, but he was an introvert who found interactions with society and its rules tedious. Hermits are usually of three types – protesters, pilgrims, and pursuers. Japan has a million of the first kind – hikikomori – dubbed the lost generation. Most religions have the second kind. The third are the most modern, and they seek ‘alone time’ for what they want to do -from artistic freedom to self discovery. 

    Knight left because ‘the world was not made to accommodate people like him.’ ‘It wasn’t so much a protest as was a quest; he was like a refugee from the human race. The forest offered him shelter.‘ His plan was to eventually die in the forest. After he was apprehended, he spent some time in prison. In his own way, he tried to adjust. But he just couldn’t socialise, even his meetings with the author were awkward and full of silence. When the author saw him last, in court, after he had been living with his family for a while, he seemed compliant, where once he had been full of defiance. ‘He had seen the bottomless nonsense of our world and has decided, like most of us, to simply try to tolerate it‘. 

    I found the book deeply poignant. There is something noble about a person whose response to the way of the world was to quietly withdraw from it. Twenty seven years is a long time to survive outdoors, especially in a geography whose winters are cruel. And yet, that’s where he found peace. 

    Favourite quote: Not till we have lost the world do we begin to find ourselves ~ Henry David Thoreau

  • Picture abhi wonky hai

    I had a lot of fun using a business and brand framing to look at the Pan-India vs Bollywood debate. Thank you Guru for pushing me to do this.

    Trailer

    The world is fighting many existential crises – climate change, rising inequality, real and virtual viruses. That’s why it’s imperative that we discuss the one thing that offers us escape from all this. No, not the metaverse, but Bollywood. And its own existential crisis. I tried unsuccessfully to fob it off as Bollywood getting on the quiet quitting bandwagon but got unamused looks. So here goes – a simplistic take on it.

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  • Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life

    William P. Green

    As a journalist and for this book, William Green interacted with over forty marquee investors – from Warren Buffett and Charlie Munger to Jack Bogle, Sir John Templeton, Howard Marks, Nick Sleep & Qais Zakaria, and many others whom I encountered for the first time. With access to not just their behaviour and rituals, but even their homes, relationships and deepest philosophies, Green is able to glean insights and synthesise them into great lessons for investing, and to some extent, life. 

    There are fantastic stories – Mohnish Pabrai’s relentless cloning, John Templeton’s cold remorseless discipline (in evaluations of others and self), his willingness to be lonely, and that amazing ‘short’ during the dot-com boom and bust when he was in his late eighties(!), Howard Marks’ lessons of humility from Japanese Buddhism, Eveillard’s view on not depending on the kindness of strangers (amen), McLennan’s appreciation for entropy being the ironclad rule of the universe, Greenblatt’s preference of a sensible and good enough strategy over an optimal one, Tom Gayner’s approach of small, incremental advances over long stretches of time, Geritz’s ‘price of a hotel room’ heuristic in a country she’s considering for investments, Kahn’s prudent thoughts on preserving wealth, and Munger’s principles for avoiding idiocy, and his seminal lesson to Buffett- ‘It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.’ And yes, omnipresent is the towering godfather whose influence is visible in many conversations – Benjamin Graham.

    Their philosophical inspirations range from Vivekananda and Buddha to Marcus Aurelius and Epictetus to Robert M. Pirsig (Zen and the Art of Motorcycle Maintenance). The great truths, as Green mentions, are deceptively simple, but few have the wisdom, the focus, and the nerve to create and apply their philosophy, while subtracting everything else, over extended periods of time. 

    After I finished reading, I wondered whether there is an over-indexing on richer, then wiser, and only then happier. Why is this important? While money definitely is not a guarantor of happiness, and people can be wise and happy even while not being rich, both wisdom and happiness have its own mindset play and a line of thinking and doing, to achieve it. It isn’t that it doesn’t get a mention. Many investors do bring up their philosophical inspirations and the books they read, in addition to fitness, mental health, family and relationships, ‘purpose’, but the focus is clearly on investing. In my case, I have realised that I need to be financially secure for me to get (what I currently think is) my gateway to happiness – freedom, from the opinion of others, and time (which they use to read). This is interestingly a common point that I share with at least a couple of investors. That’s encouraging!

    Favourite quotes
    ‘Hope is not a method‘ ~ Jeffrey Gundlach 
    ‘Nothing is easier than self-deceit. For what each man wishes, that he also believes to be true.’ ~ Demosthenes

  • Kochi Chronicles – Part 4

    Kumbalangi, as made famous in Kumbalangi Nights! The second time we play tourists in Cochin.

    Grand Hyatt. We had to see the place after Jayasurya’s Sunny. What a view!
    They have a sunset cruise, but we were told that that the boat was ‘unwell’!
    But the fantastic views along the walking path made up for it.
    Dinner at Colony Clubhouse & Grill at the hotel. Surprisingly good food!
    Tip: Choose the city side view for a change
    Breakfast at Gokul Oottupura, behind the Siva temple. Now a regular part of the itinerary.
    There’s something about Puri Bhaji in Kerala 😀 By the way, their dosa chilli chutney is amazing.
    Fish curry meals at The Grand is another fixed part of the itinerary.
    Welcome to the Aquatic Island Resort, Kumbalangi
    It’s all ‘floating’, and the bedroom is below the waterline. No, you don’t get to see it as you might in a submarine.
    First stop – Chellanam harbour. Less than 30 mins away. Walk the causeway there.
    For local cabs, call JJ Tours and ask for Vivek.
    Puthenthodu beach. In the evening, you can watch the Beach Soccer League in full flow! 🙂
    Cross the district border to reach Andhakaranazhi in Alleppey. Vivek’s suggestion. Quiet, with only locals around.
    Images never do justice. Anjilithara Road is just a mud track at one end, but the sereneness is out of the world. 5 mins walk from the resort.
    The breakfast view from the resort restaurant.
    Cherai for lunch. This is Chilliout. Funny name, but clean and pretty!
    Not to mention, great seafood. Squid and tuna.
    Cherai beach seemed surprisingly not much to talk about. This is high tide, but…
    Kuzhuppilly on the other hand, was lovely. Stretching indefinitely, and full of erm, love birds!
    The Vypin lighthouse as seen from the Puthuvype beach
    Puthuvype beach. Unfortunately not very well maintained.
    The National Shrine Basilica of Our Lady of Ransom (I kid you not) aka Vallarpadam Basilica 
    Remember this, from Kumbalangi Nights?
    If you know what OMKV stands for, you might drop in only for that kick!
    But you also have a beautiful sunset view here.
    One that you can enjoy while you eat absolutely local stuff.
    The Pal kappa was so-so, but we loved the kappa (beef) biriyani
    It’s hard to say goodbye, but we’ll be back in a bit

  • The Bells of Old Tokyo

    Anna Sherman

    I don’t know if I (sub)consciously avoided travelogues since 2020 because I would miss travel even more. But irrespective of that, there was something very poignant about the title itself, so I just had to pick it up. The good news is that it lived up to its promise. Anna Sherman does in this book what my favourite books about places do – let me travel in time and space. 

    The second part of the title – Meditations on Time and a City – gives a very good idea of the book’s focus. It talks about both the changes in Edo (before it came to be called Tokyo) with time, as well as its changing relationship with time itself. Like many other concepts, the Japanese have many words for time according to the context. Before its citizens started using manufactured devices to tell time, Edo’s time was told by the ringing of bells. At first, there were three, but by 1720, as the population touched a million, six more were added. And these bells are what the narrative follows. 

    With each, there are stories attached. Origin stories of the locality and the bell, and its journey through times good and bad – victories, wars, earthquakes, fires and so on. Nihonbashi – the Zero Point has its prison stories (prisoners let out during a fire would voluntarily return because they’d be found and killed otherwise). Asakusa has its beauty and murder story. Akasaka has the smallest bell, and love-hotel rooms which cater to any and all fetishes, with protocols that outsiders will find difficult to understand. Mejiro is home to the stone that honours the rebel samurai Chūya Marubashi. Nezu has a fascinating tale of clockmaking and how time shifted from personal to shared, and ‘the idea of time became mechanical.’ Ueno, where the battle in 1868 marked the end of the Tokugawa shogunate. A few months later, Edo would start making way for Tokyo. Where the bell-ringer knows he is probably the last of his kind. Kitasuna, where more than 700,000 bombs landed on 9-10 March 1945, and caused the deaths of more people than in Hiroshima and Nagasaki. 

    The book did a fantastic job of transporting me to the time and place. The words somehow gave me a visceral feeling of the place, the emotions of the different people who lived there, their daily existence, the events they have gone through, and sometimes I tended to see the place as a person too – changing, shifting, sometimes slowly and sometimes suddenly. It was like walking through the lanes. The one thing that I wish the book also had was maps so I could also get a better directional sense of where these places are.
    I think, after this book, when I do visit Tokyo (Edo), I will see it through new eyes and old stories.