Read, Learn, Improve – 2-Nov-24

Happy Vikram Samvat 2081 Why Europe’s car crisis is mostly made in China (Hard copy FT 29-Oct-24) – Link here How to Change Yourself: Pain vs. Perceived Pain – Link here The Week in Charts (10/29/24) – Link here Ray-Ban Meta Glasses Are The Top Selling Product In Many Ray-Ban Stores – Link here How …

Read More Read, Learn, Improve – 2-Nov-24

Read, Learn, Improve – 19-Oct-24

Just Do It, Again – Link here The Week in Charts (10/14/24) – Link here The Family That Went Against the Grain—and Built a Billion-Dollar Company – Link here  McDonald’s Macarons – How U.S. fast food took over the world — and then went local – Link here The Low Stability of High Income –  …

Read More Read, Learn, Improve – 19-Oct-24

Read, Learn, Improve – 12-Oct-24

How private intelligence companies became the new spymasters – Link here Fallen Angels – Link here 20 Rules for Markets and Investing By Charlie Bilello – Link here Silicon Valley, the New Lobbying Monster – Link here New titans of Wall Street: how Jane Street rode the ETF wave to ‘obscene’ riches – Link here …

Read More Read, Learn, Improve – 12-Oct-24

Read, Learn, Improve – 5-Oct-24

Strategies to beat the AI bots – Link here America’s Young Men Are Falling Even Further Behind – Link here What they don’t tell you about EVs in India – Link here Renaissance’s shrinking hedge funds (nearly two-thirds of Renaissance’s external assets under management have evaporated over the past five years, falling from $65.1bn to …

Read More Read, Learn, Improve – 5-Oct-24

Read, Learn, Improve – 28-Sep-24

(Twitter thread) One interesting mental model for value creation has been- IPO of a subsidiary of a listed co. which unlocks the value of core & subsidiary. However, promoters being smarter than investors, benefit from investors’ greed through shady narratives Prime eg.- Saboo Sodium Chloro – Link here When facts change i change my mind …

Read More Read, Learn, Improve – 28-Sep-24

Read, Learn, Improve – 21-Sep-24

Tata chair on ‘painful’ transitions: ‘We have to do this’ – Link here Breaking Down OnlyFans’ Stunning Economics – Link here F1’s master of aerodynamics Adrian Newey puts his reputation on the line  – Link here Are Demographics Destiny for the Stock Market? – Link here How Netflix won the streaming wars – Link here …

Read More Read, Learn, Improve – 21-Sep-24

Read, Learn, Improve – 14-Sep-24

Eleven Predictions: Here’s What AI Does Next – Link here The Week in Charts (9/9/24) – Link here North Carolina Musician Charged With Music Streaming Fraud Aided By Artificial Intelligence – Link here Why the art of collecting has lost its lustre – Link here How Dating Apps Contribute to the Demographic Crisis – Link …

Read More Read, Learn, Improve – 14-Sep-24

Read, Learn, Improve – 31-Aug-24

It’s unbelievable how many dynamic companies broke their streaks of engineer-CEOs for the first time in the 2000s, installing their first MBA/finance CEOs, who then promptly made fundamental strategic errors that nixed the company’s future, that are now becoming obvious – Link here . 10 Reasons Why Technological Progress Is Now Reversing – Link here …

Read More Read, Learn, Improve – 31-Aug-24