(Must Read) What I Learned from Losing $200 Million – Link here – Lines that caught my attention “It takes a model to beat a model,” There were many other decisions and guesses, some made alone, others with help from my team, and still others made by my boss. All were guesswork, none could …
Read More Read, Learn, Improve – 7-Sep-19The Financialization of the American Elite – Link here Long vs. Short: Has Netflix Peaked? – Link here We’ve worried about overpopulation for centuries. And we’ve always been wrong – Link here Once listed for $1 billion. Sold for $100,000. What just happened? – Link here Why Complexity Sells – Link here How robotic …
Read More Read, Learn, Improve – 31-Aug-19Self-Driving Cars Are Still Years Away. That’s Probably A Good Thing. – Link here Khadim’s – the Pomeranian that wants to be an Alsation – Link here A look back: The Bloomberg Keyboard – Link here WeWTF –Link here The Seduction of Above Average – Link here The Laws of Investing – Link here …
Read More Read, Learn, Improve – 24-Aug-19Kindly note there will be no Read, Learn, Improve for week ending 17-Aug-19 (Must Read) My worry is slowdown will last longer than anticipated: Amitabh Chaudhry, Axis Bank – Link here Facebook is building tech to read your mind. The ethical implications are staggering – Link here The Rise of Scandal Insurance in Hollywood …
Read More Read, Learn, Improve – 10-Aug-19The Secret History of Why Soda Companies Switched From Sugar to High-Fructose Corn Syrup – Link here Brain drain claimed 1.7 million youths. So this country is scrapping its income tax – Link here Stranger Things: Why Netflix Will Not Survive The Streaming Wars – Link here When media consolidation is good – Link …
Read More Read, Learn, Improve – 3-Aug-19(Must read) The Psychology of Prediction – Link here The science of regrettable decisions – Link here – given the nature of the business we are in, this makes for interesting read. A Peculiarly Dutch Summer Rite: Children Let Loose in the Night Woods – Link here Audit Farce – I: How Companies Can Cook …
Read More Read, Learn, Improve – 27-Jul-19(Must Read) Why History Gets Stuff Wrong All the Time – Link here 150-Year Old Startup – Link here Budget 2019: What is this NBFC Rescue Thing All About? – Link here Emmanuel Macron tweets wild video of a man riding a hoverboard, and hints it could be used by the French army – Link here …
Read More Read, Learn, Improve – 20-Jul-19The Richest People in Human History – Link here People in Japan are renting cars but not driving them – Link here Investing Framework by Kuntal Shah – Link here A cyclical, not a structural slowdown by Neelkanth Mishra – Link here Investing with Conviction by Raunak Onkar – Link here Thailand’s hospital sector commands …
Read More Read, Learn, Improve – 13-Jul-19Lost and Found: The Many Acquisitions of a Travel Company – Link here (Aug’18 article) and Link here (Jun’19) – signs were always there, market participates refused to pay heed to the same. Clearing India’s huge backlog of legal cases isn’t quite so tough – 6,000 new judges could do it – Link here …
Read More Read, Learn, Improve – 6-Jul-19The Great Property Con: This Haryana Builder ‘Sold’ Land To Retired Soldiers, But There’s A Catch – Link here What is the cafeteria approach that helped Sun Pharma’s Dilip Shanghvi become India’s richest man? His biography ‘The Reluctant Billionaire’ delves into his business strategies – Link here Short note on Cryonics – Link here How …
Read More Read, Learn, Improve – 29-Jun-19 Testing