(White Desert of Rann of Kutch) (Must Read) The Absolute Return Letter – Potential Pitholes of 2019 – Link here – Point No – 4 is very scary. (Must Read) Intellectual humility: the importance of knowing you might be wrong – Link here How to Lose Tens of Thousands of Dollars on Amazon – Link …
Read More Read, Learn, Improve – 5-Jan-19Wishing all the readers a Very Happy and Prosperous New Year Google’s Earth: how the tech giant is helping the state spy on us – Link here A Nobel Prize-winning psychologist says most people don’t really want to be happy – Link here Buying a Car on a Credit Card – Everything You need to …
Read More Read, Learn, Improve – 29-Dec-1816 guidelines that stock investors must adhere to – Link here Do you suffer from ‘buy-side personality disorder’? – Link here When Artificial Intelligence told me to listen to my wife for better returns – Link here LESSONS FROM HISTORY – Link here The best defense is a quality business – Link here Amazon and …
Read More Read, Learn, Improve – 22-Dec-18Notes from penguin annual lecture – 2018 – guest of honour Yuval Noah Harari (author of Sapiens, Home Deus and 21 lessons for 21 century) Key achievements by human Overcoming famine – prior to recent civilization, most humans died because of famine / starvation. Humans have been able to overcome droughts/famine etc and have steady …
Read More Notes from Penguin Annual Lecture – 2018Bucking a Global Trend, Japan Seeks More Immigrants. Ambivalently – Link here Harvard Quietly Amasses California Vineyards—and the Water Underneath – Link here , how to play water as investment theme. Cockroaches Are Becoming Big Business In China – Link here Rational vs. Reasonable – Link here How Loans to Promoters and Poor Disclosure Was …
Read More Read, Learn, Improve – 15-Dec-18(Must Read) The Absolute Return Letter – The Art of Defaulting – Link here Some Tips on Avoiding Value Traps – Link here GE Shipping: Cycle turning favourable? – Link here How Instagram hides behind Facebook – and rakes in billions – Link here The Friendship That Made Google Huge – Link here Super …
Read More Read, Learn, Improve – 8-Dec-18What to look for while reading the annual report? – Link here High score, low pay: why the gig economy loves gamification – Link here The great migration, Kerala’s silent revolution – Link here and As India Becomes Wealthier, More Indians Leave Its Shores – Link here Indian Banking Sector – Some Uncommon Numbers & Ratios – Link …
Read More Read, Learn, Improve – 1-Dec-18The Second Act of ACT II ! – Link here YouTube quietly added free, ad-supported movies to its site – Link here What made solar panels so cheap? Thank government policy – Link here Dyson: a British inventor pivots to Asia – Link here Apps Installed On Millions Of Android Phones Tracked User Behavior To …
Read More Read, Learn, Improve – 24-Nov-18(Must read) DSP MF – Investment Philosophy – Atul Bhole – Link here Japan’s Cabinet approves bill to introduce new visa categories for foreign workers, to address shrinking workforce- Link here , I wonder if this old article (dt- 9-Mar-18) “Japan to Indian techies rescue: Country wants to recruit 2 lakh IT professionals” has any …
Read More Read, Learn, Improve – 17-Nov-18ANALYSIS: Missing cash, shares and a promoter at Ashapura Intimates – Link here Your Smartphone’s Location Data Is Worth Big Money to Wall Street – Link here What casinos reveal about people’s weakness to spend money – Link here Is Manpasand Beverages’ Balance Sheet Showing Signs Of Stress? – Link here Everything You …
Read More Read, Learn, Improve – 10-Nov-18