March 2016 – Random Thoughts of Analyst

Read,Learn, Improve – 26-Mar-16

Sage March 26, 2016 0

Read,Learn, Improve – 26-Mar-16 When U.S. air force discovered the flaw of averages – http://www.thestar.com/news/insight/2016/01/16/when-us-air-force-discovered-the-flaw-of-averages.html AlphaGo vs. Lee Se-dol: Why a win for AI is not a lose for humanity – http://www.foundingfuel.com/article/alphago-vs-lee-sedol-why-a-win-for-ai-is-not-a-lose-for-humanity/ Our Economy Is Obsessed with Efficiency and Terrible at Everything Else – https://hbr.org/2016/03/our-economy-is-obsessed-with-efficiency-and-terrible-at-everything-else Deep Learning Is Going to Teach Us All the Lesson …

Read,Learn, Improve – 19-Mar-16

Sage March 19, 2016 0

The Sadness and Beauty of Watching Google’s AI Play Go – Link here Your ears are the next frontier of biometric security – Link here Nobody knows anything (oil price edition) – Link here From rags to riches to rags in 12 years: the extraordinary story of Nathan Tinkler – Link here After Cash: All …

Read,Learn, Improve – 12-Mar-16

Sage March 12, 2016 0

The ETF Files – How the U.S. government inadvertently launched a $3 trillion industry – Link here Inside the Global Scotch Shortage – Link here A Fireside Chat With Charlie Munger – Link here Investor communication: Plugging information asymmetry – Link here Comments on Mistakes and Buffett’s Original Berkshire Purchase – Link here Maybe Bitcoin …

Costly typo or mistake – II

Sage March 11, 2016 0

It seems to be season of typos & mistakes. Since kingfisher is in the air, let me narrate you small funny incident. Yesterday I received a call from a business correspondent asking me “what is the impact on sales of kingfisher beer because of SBI restricting its usage?”, I was taken aback for a moment because to …

What makes people act honest?

Sage March 7, 2016 0

So I was at Visharam ghat at Mathura couple of weeks back, I was strolling around and enjoying the serene river view of Yamuna, soft winter air was blowing in my face – overall weather was so pleasant then one feels relaxed and calm. One of the things that everybody who visits Yamuna does it …

Read, Learn, Improve – 5-Mar-16

Sage March 5, 2016 0

What’s Next in Computing? – https://medium.com/@cdixon/what-s-next-in-computing-e54b870b80cc#.dt4fke93i The Mahabharata of Indian internet unicorns – http://www.foundingfuel.com/article/the-mahabharata-of-indian-internet-unicorns/ Milton Friedman: The man who gave us monetarism – Witty and insightful quotes from the most influential economist of the second half of the 20th century – https://www.valueresearchonline.com/story/h2_storyview.asp?str=30252 The Absolute Return Letter – If only we could blame China – …

It can never happen to me

Sage March 2, 2016February 16, 2020 0

(not real monkey that took my glasses) Do a random survey of drivers and ask them how many of them think they are above average good drivers and almost 90% or above rate themselves good driver. You step back for a moment and think above that, you would understand how we always think of our …