Random Thoughts of Analyst

Google founder’s flying taxis secretly tested in New Zealand – Link here Latticework of Mental Models: Benford’s Law – Link here The Tyranny of Convenience – Link here Intelligent Fanatics – The Indian rural consumer – Link here Ironies of Luck – Link here Successor’s dilemma: To or not to take over an unethical family …

(Must Read) The Absolute Return Letter – March 2018- An Inflationary Bust Or …? – Link here Here the key pointers that I picked up from the letter FED is behind the curve Whole Street was of the impression that inflation would remain steady, however Trumps recent tax proposal has lead companies to do wage …

The Curse of Intelligence – Link here Hiring and Firing Asset Managers – Link here Mental models from graveyards – Link here Why Financial Statements Don’t Work for Digital Companies – Link here Here’s Why You Shouldn’t Put Your Baby Photos Online – Link here What might the Amazon, Berkshire and JP Morgan health care …

Why Competitive Advantages Die – Link here This company may have solved one of the hardest problems in clean energy – Link here – replacement/ competition of Elon Musk? Cows might fly – When the land is all filled up, it’s time to get creative with it, as small countries like Switzerland already know – …

(Must Read) Don’t kid yourself—nobody knows what really triggered the market meltdown – Link here – Probably the honest truth. Silicon Valley’s tax-avoiding, job-killing, soul-sucking machine – Four companies dominate our daily lives unlike any other in human history: Amazon, Apple, Facebook, and Google. We love our nifty phones and just-a-click-away services, but these behemoths …

Nine things I never knew about cruises until I ran the world’s largest ship – Link here When Mental Models Fail – Link here It’s Hard To Predict How You’ll Respond To Risk – Link here Hey Siri! Is the management ethical? – Link here This Mutant Crayfish Clones Itself, and It’s Taking Over Europe …

(Must Read) The most hated bull market of all time? – Link here Lot of the rally in market has driven by global rally, which in turn has a lot been driven by rally in US indices, here is interesting reason why this rally may just poop (or rather it has already started), whole letter …

(Must Read) The Greatest Story Ever Told How narratives shape the economy, and why our ability to tell stories is changing – Link here – as such whole post is amazing read, here are few points that caught my attention Those who read history tend to look for what proves them right and confirms their …