Read,Learn,Improve – 31-Oct-15

Read,Learn,Improve – 31-Oct-15 Here’s How Isaac Newton Remembered Everything He Read – Link here A Timeline of Some of The Best Investment Books – Link here The $3 Trillion ETF ‘Boom’ – Link here Turn Off Your Chief Economist: GDP Growth Doesn’t Predict Stock Returns – Link here How Chhota Rajan went from small-time crook …

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Read, Learn, Improve – 24-Oct-15

Read, Learn, Improve – 24-Oct-15 Intermediary Influence and Competition: Berkshire versus KKR – Link here The Collected Wisdom of Seth Klarman – Link here Our Brains Say Corporations Are People, Too – Link here If it’s about saving the cow, reform the dairy industry first – Link here Some Common Mistakes by Investors – Link …

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FMCG premium valuation – is this time Different?

Markets are weird, i was going through Barclays report on India Consumer dt 21-Sep-15 and one chart caught my attention, even thought I had idea about the point I never got it to put it in black & white. here is the chart most of the FMCG/consumer are trading at premium valuation compared to their respective …

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Read, Learn, Improve – 26-Sep-15

Read, Learn, Improve – 26-Sep-15 World is shocked post Volkswagen scandal, German engineering seems to have cheated. Keeping that aside for a moment, if you don’t know history of Volkswagen & Porsche you should read this – very good insight – Link here The Unraveling of Tom Hayes – Libor’s mastermind (five part series) – …

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