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Thursday, February 28, 2019
Weekly Reading 28/02/2019 --Offbeat
Death of A Dream
https://www.guernicamag.com/death-of-a-dream/
When Dissenting Views Are Being Crushed
https://www.washingtonpost.com/world/asia_pacific/he-is-a-prominent-anti-modi-intellectual-the-indian-government-wants-him-behind-bars/2019/02/20/e2b5dbe4-2e47-11e9-8781-763619f12cb4_story.html
Weekly Reading 28/02/2019 -- History
The forgotten mutiny of Vellore
https://qz.com/india/1556898/long-before-the-1857-mutiny-vellore-rose-up-against-the-british/
Maharashtra’s Stone Age Legacy
https://www.livehistoryindia.com/amazing-india/2019/02/19/saving-maharashtras-stone-age-legacy
Pune & Peshwas
https://www.livemint.com/mint-lounge/features/opinion-the-peshwas-and-their-capital-1550815775178.html
The Myth of White Genocide in South Africa
https://harpers.org/archive/2019/03/the-myth-of-white-genocide-in-south-africa/
Wednesday, February 27, 2019
Weekly Reading 27/02/2019 -- Technology
Smart, easy-to-use home surveillance systems that fit your budget
https://www.business-standard.com/article/pf/smart-easy-to-use-home-surveillance-systems-that-fit-your-budget-119022200384_1.html
Weekly Reading 27/02/2019 -- Ethics
IL&FS and the Gurgaon Metro Fraud
https://www.moneycontrol.com/news/business/companies/revealed-how-ilfs-took-gurgaon-metro-for-a-rs-300-crore-ride-3565151.html
The Fortis Fraud - I
https://www.livemint.com/companies/news/fortis-fraud-may-exceed-rs-2-000-crore-says-sfio-1550522937932.html
The Fortis Fraud - II
https://www.thehindubusinessline.com/economy/malvinder-for-spiritual-seat-shivinder-allowed-dhillon-to-siphon-off-8646-crore/article26297796.ece
Cognizant used L&T to bribe govt officials in India
https://www.livemint.com/companies/news/cognizant-used-l-t-to-bribe-govt-officials-in-india-1550426741937.html
The unending Saga of NSEL Scam
https://www.thehindubusinessline.com/markets/commodities/nsel-chidambaram-other-officers-face-10000-cr-lawsuits/article26305744.ece
Tuesday, February 26, 2019
Weekly Reading 26/02/2019 -- People
The story of the
Billionare
Optometrist That No One Has Heard off
https://www.forbes.com/sites/maddieberg/2019/02/19/the-greatest-investor-youve-never-heard-of-an-optometrist-who-beat-the-odds-to-become-a-billionaire/#44fa97222e8a
Munger and his quips
https://www.evidenceinvestor.com/teaching-people-to-trade-stocks-is-like-starting-them-on-heroin-munger/
Mirza Ghalib in America
https://www.dawn.com/news/1465208/mirza-ghalib-in-america
Remembering The Scientist Who Created the ‘Cradles’ of Indian Scientific Research
https://www.thebetterindia.com/173008/shanti-swarup-bhatnagar-scientist-csir-ugc-npl-india/
Monday, February 25, 2019
Weekly Reading 25/02/2019 -- Personal Finance
Investing lump sum money
https://ofdollarsanddata.com/how-to-invest-a-lump-sum/
Mutual funds have been chasing risk even in funds meant for low-risk conservative investors.
https://www.moneycontrol.com/news/business/personal-finance/opinion-debt-funds-have-gone-too-far-3555631.html
Some steps to a good retirement
http://www.subramoney.com/2019/02/some-steps-to-a-good-retirement/
Sunday, February 24, 2019
Weekly Reading 24/02/2019 -- Investing
'Stock-picking for retail investors: embrace uncertainty, look beyond
next
3 years'
https://www.moneycontrol.com/news/business/personal-finance/stock-picking-for-retail-investors-embrace-uncertainty-look-beyond-next-12-months-3545101.html
Disconnect between price and value in many growth and value stocks
http://www.analyseindia.com/disconnect-price-value-many-growth-value-stocks/
The First Mover Alpha
https://awealthofcommonsense.com/2019/02/first-mover-alpha/
Howard Marks, CFA: Getting the Odds on Your Side
https://blogs.cfainstitute.org/investor/2019/02/19/howard-marks-cfa-getting-the-odds-on-your-side/
Whos on the other side
https://www.bluemountaincapital.com/wp-content/uploads/2019/02/Who-Is-On-the-Other-Side.pdf
Investing options
https://www.outlookbusiness.com/markets/feature/seeking-a-safe-haven-4928
Things I have learned in last 30 Years: BroadSword Capital
https://www.broadswordcapital.com/things-ive-learned-last-30-years/
Saturday, February 23, 2019
Weekly Reading 23/02/2019 -- Business
KC Das: The story of Rosogolla
http://www.forbesindia.com/article/family-business/kc-das-bitesized-history/52603/1
Interview of Aditya Puri
https://timesofindia.indiatimes.com/business/india-business/no-cheaper-loans-without-fd-rate-cut/articleshow/68055586.cms
Succession Planning
http://www.forbesindia.com/article/family-business/family-business-defining-lines-of-responsibility-is-paramount/52593/1
Nilkamal
http://www.forbesindia.com/article/family-business/nilkamal-a-firm-mould/52573/1
India, Silicon Valley, General Elections and Mukesh Ambani.
(I think words define this write-up better than a headline.)
https://venturebeat.com/2019/02/20/dear-tech-friends-you-are-not-indestructible/
Weekly Reading 23/02/2019 -- Essential
Different kinds of Stupid
https://www.collaborativefund.com/blog/different-kinds-of-stupid/
Edges That Won’t Go Away
https://awealthofcommonsense.com/2019/02/edges-that-wont-go-away/
Sunday, February 17, 2019
Weekly Readings - Feb 17, 2019 - Business
Vision is required for business
https://www.outlookbusiness.com/specials/state-of-the-economy_2019/growth-inhibitor-4953
Auto Cluster -- Chakan & SMEs
https://www.outlookbusiness.com/specials/state-of-the-economy_2019/braving-adversity-4961
Seed Money & Start-Ups
https://avc.com/2019/02/the-seed-slump/
How a 27-year-old CEO built a near $1 billion fashion startup
https://www.livemint.com/companies/start-ups/how-a-27-year-old-ceo-built-a-near-1-billion-fashion-startup-1549952086594.html
Real Estate - Trouble on the horizon?
https://finception.in/markets/real-estate/
Uber Freight
https://www.businessinsider.in/Uber-Freight-is-helping-combat-a-1-3-billion-problem-that-the-trucking-industry-has-ignored-for-years/articleshow/67776734.cms
Weekly Readings - Feb 17, 2019 - Essential
Few Principles For Thinking Clearly
https://medium.com/the-polymath-project/a-few-principles-for-thinking-clearly-d18a74a2ebe9
How integrated are the big 5 in our lives (Amazon, Apple, Google, Microsoft, & Facebook)
https://gizmodo.com/i-cut-the-big-five-tech-giants-from-my-life-it-was-hel-1831304194
Weekly Readings - Feb 17, 2019 - Ethics
CITI Bank India CEO Lost RBI Confidence
https://www.business-standard.com/article/finance/meet-citi-india-ceo-pramit-jhaveri-the-man-who-lost-rbi-confidence-119021500071_1.html
Sacking of Supreme Court Employees
https://barandbench.com/anil-ambani-personal-appearance-supreme-court-sacks-court-masters-tampering-order/
Vijay Mallya
https://economictimes.indiatimes.com/industry/transportation/airlines-/-aviation/how-mallya-ubl-kept-rs-7500-cr-safely-away-while-kingfisher-was-unravelling/articleshow/67927785.cms
Does hiring critics work?
https://www.wired.com/story/facebook-hires-privacy-critics/
Weekly Readings - Feb 17, 2019 - Investing
Short Money Rules
https://www.collaborativefund.com/blog/short-money-rules/
Survivorship Bias
https://thefinancialbodyguard.com/history-is-written-by-the-victors/
Fundamentals + Technicals
http://www.growthavenues.com/but-who-is-listening/
Learning from Zee
https://www.rediff.com/business/report/lessons-for-investors-from-zee-stock-crash/20190209.htm
Don’t Overwhink - Diminishing Returns on Information
https://humbledollar.com/2019/02/dont-overthink/
Weekly Readings - Feb 17, 2019 - Offbeat
Rebuilding a Piece of the First Digital Voice Scrambler
https://spectrum.ieee.org/geek-life/hands-on/rebuilding-a-piece-of-the-first-digital-voice-scrambler
Dark Market
https://opaque.link/post/dropgang/
Living a Decluttered Life
https://www.thesimpledollar.com/some-thoughts-on-marie-kondo/
Investing in Art
https://hyperallergic.com/476003/your-money-is-safe-in-art-how-the-times-sotheby-index-transformed-the-art-market/
Weekly Readings - Feb 17, 2019 - People
Rahul Yadav Interview
http://www.forbesindia.com/article/30-under-30-2019/i-was-young-and-it-was-immature-behaviour-rahul-yadav/52507/1
Rajiv Khanna (Dolly Khanna)
https://economictimes.indiatimes.com/markets/stocks/news/chennais-accidental-investor-who-became-d-streets-top-multibagger-hunter/articleshow/67895652.cms
Elisabeth Bik - The one who keeps the science journals honest
http://www.lastwordonnothing.com/2019/02/12/the-western-blot-vigilante/
Weekly Readings - Feb 17, 2019 - Personal Finance
Mid-Life Asset Allocation
https://freefincal.com/investors-mid-life-crisis/
Passive Investing
https://balablogsdotcom.wordpress.com/2019/02/11/in-praise-of-passive-investing/
Asset Rich and Poor In Cash
https://indianwallstreet.wordpress.com/2019/02/11/asset-rich-cash-poor-really-poor/
Weekly Readings - Feb 17, 2019 - Technology
Understanding China's AI Strategy
https://www.cnas.org/publications/reports/understanding-chinas-ai-strategy
Japanese Government Plans to Test the IOT devices of citizens
https://www.zdnet.com/article/japanese-government-plans-to-hack-into-citizens-iot-devices/
Cyber Insurance
https://www.schneier.com/blog/archives/2019/02/cyberinsurance_.html
Fraud using Gmail
https://www.schneier.com/blog/archives/2019/02/using_gmail_dot.htm
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Monday, February 11, 2019
Weekly Readings - Feb 11, 2019: Ethics
Everest Fraud Leads Insurers to Threaten a Boycott
https://www.nytimes.com/2019/01/25/world/asia/nepal-everest-insurers-fraud.html
Weekly Readings - Feb 11, 2019: People
The first Few Presidents of United States
https://waitbutwhy.com/2014/02/american-presidents-washington-lincoln.html
The Secrets of Lyndon Johnson’s Archives
https://www.newyorker.com/magazine/2019/01/28/the-secrets-of-lyndon-johnsons-archives
Dhirendra Kumar: Mutual Fund Industry Heavyweight
https://www.moneycontrol.com/news/podcast/podcast-how-dhirendra-kumar-created-value-with-two-simple-rules-3488281.html
Ilma Afroz
https://www.thebetterindia.com/171407/ias-hero-uttar-pradesh-ilma-afroz-oxford-india/
Weekly Readings - Feb 11, 2019: Offbeat
He Played by the Rules of Putin’s Russia, Until He Didn’t: The Story of a Murder
https://www.nytimes.com/2019/02/05/magazine/denis-voronenkov-assassination-russia-ukraine.html
India Elections
http://www.openthemagazine.com/article/cover-story/budget-2019-a-class-act
Modi’s Strategy of Unsettling Mamata?
https://www.outlookindia.com/magazine/story/india-news-modi-mamata-in-a-matua-matrix/301154
Peru, Prisons and Tatoos
https://www.guernicamag.com/in-the-prison-of-your-skin/
Weekly Readings - Feb 11, 2019: Human Behaviour
The Key to Success (Read rule 1, 2, 3, and 5; and the last 13 bullet points)
https://medium.com/accelerated-intelligence/warren-buffett-really-successful-people-say-no-to-almost-everything-ab78832ffebc
Are you being Manipulated
https://seths.blog/2019/02/are-you-being-manipulated/
Why communication is important
https://www.collaborativefund.com/blog/where-big-leaps-happen/
Bias Busters: Pruning projects proactively
https://www.mckinsey.com/business-functions/strategy-and-corporate-finance/our-insights/bias-busters-pruning-projects-proactively
Changing attitudes and productive behaviour
https://seths.blog/2019/02/productive-safe-harbors/
Weekly Readings - Feb 11, 2019: Investments
India’s share of equity may get reduced
https://www.rediff.com/business/report/why-india-may-see-dismal-fpi-flow-this-year/20190207.htm
Stock Picking Contests
https://ritholtz.com/2019/02/stock-picking-contests/
Munger and Board of Directors
https://acquirersmultiple.com/2019/02/charles-munger-mungers-rule/
Why indexing may become the future
http://www.priceactionlab.com/Blog/2019/02/trading-edge/
Diversification: High Dispersion Beats Low Correlation
https://blogs.cfainstitute.org/investor/2019/02/07/diversification-high-dispersion-beats-low-correlation/
Weekly Readings - Feb 11, 2019: Business
CDSL – Understanding a duopoly business
https://valuationinmotion.blogspot.com/2019/02/cdsl-valuation-how-much-cash-is-too.html
Rain Industries & Its Sour Luck
http://rakesh-jhunjhunwala.in/when-it-rains-it-pours-milords-bring-gloom-to-10-bagger-stock-of-mohnish-pabrai-dolly-khanna/
The STT & Brokers
https://www.rediff.com/business/report/budget-2019-why-brokers-are-unhappy-with-revised-stamp-duty-norms/20190202.htm
Weekly Readings - Feb 11, 2019: Personal Finance
10 Things to Consider and 3 to Ignore in MFs
https://www.thebalance.com/mutual-fund-analysis-10-things-to-analyze-and-3-to-ignore-2466458
How Patience is Key in Investing
https://marketfox.org/2019/02/05/in-search-of-temperament-iii-patience
Cost Averaging vs Buying on Dips
https://ofdollarsanddata.com/even-god-couldnt-beat-dollar-cost-averaging/
Weekly Readings - Feb 11, 2019: Essential
Importance & Learning of Customer Service
https://seths.blog/2019/01/your-customer-service-strategy/
Sources of New Ideas
https://twitter.com/farnamstreet/status/1090675198439809024
Identifying Individuals’ Competitive Advantage
https://twitter.com/farnamstreet/status/1090810681383780352
This is one of the finest writings on risks that I could think off
https://www.twocenturies.com/blog/2019/1/29/two-risks-that-ruin-long-run-investing
Sunday, February 3, 2019
Weekly Readings - Feb 03, 2019: History
Rani of Jhansi
https://www.livehistoryindia.com/cover-story/2019/01/24/what-really-happened-in-jhansi
When Gandhi Wrote to Hitler
https://madrascourier.com/insight/letters-to-a-dictator-when-gandhi-wrote-to-hitler/
The oldest man made structures on Earth
https://gizmodo.com/17-of-the-oldest-man-made-structures-on-earth-still-in-508293601
Weekly Readings - Feb 03, 2019: Offbeat
The rise of Alternative Milk
https://www.theguardian.com/news/2019/jan/29/white-gold-the-unstoppable-rise-of-alternative-milks-oat-soy-rice-coconut-plant
A Shop without Shopkeeper
https://www.thebetterindia.com/171221/kerala-azhikode-shop-without-shopkeeper-india/
Dosa & Bengaluru
https://www.livemint.com/mint-lounge/features/99-dosas-and-still-not-done-1548405435307.html
When simplicity can be key
https://seths.blog/2019/02/the-am-pm-problem-the-curse-of-too-much-data/
Preparing for the Worst
https://warontherocks.com/2019/01/in-the-era-of-electronic-warfare-bring-back-pigeons/
Weekly Readings - Feb 03, 2019: People & Places
The man behind a third of what's on Wikipedia
https://www.cbsnews.com/news/meet-the-man-behind-a-third-of-whats-on-wikipedia/
The City of Delhi
https://granta.com/capital-gains/
Dissecting Bastar
http://www.openthemagazine.com/article/dispatch/bastar-guns-and-roads
METH, MURDER, AND PIRATES: THE CODER WHO BECAME A CRIME BOSS
https://www.wired.com/story/mastermind-excerpt/
Why a blind man with one foot robbed a bank?
https://magazine.atavist.com/the-desperado-ed-averill-bank-robbery-austin-texas
Weekly Readings - Feb 03, 2019: Business
Navigating a world of disruption
https://www.mckinsey.com/~/media/McKinsey/Featured%20Insights/Innovation/Navigating%20a%20world%20of%20disruption/MGI-Briefing-note-Navigating-a-world-of-disruption-Jan-2019.ashx
Clash of Classics: Jawa vs Royal Enfield
https://www.fortuneindia.com/macro/jawa-vs-royal-enfield-the-clash-of-the-classics/102894
The Changing World
https://www.fastcompany.com/90285552/the-most-powerful-person-in-silicon-valley
Impending change in Chemical industry
https://www.mckinsey.com/industries/chemicals/our-insights/how-plastics-waste-recycling-could-transform-the-chemical-industry
Weekly Readings - Feb 03, 2019: Ethics
Fraudsters & Connections
https://www.outlookindia.com/magazine/story/the-anatomy-of-a-fraud/203687
Understanding Customer Service
https://seths.blog/2019/01/your-customer-service-strategy/
DHFL Filing with BSE on Cobra Post
https://www.bseindia.com/xml-data/corpfiling/AttachLive/9a141cfb-7525-4c9a-a249-bcc19d7f8350.pdf
Chanda Kochhar: You are fired
https://www.bseindia.com/xml-data/corpfiling/AttachLive/72b4c1af-72f3-49b8-873e-0974b9d1738a.pdf
Weekly Readings - Feb 03, 2019: Economics
Short-Sightedness
https://rising-powers.com/can-the-belt-and-road-go-green-in-south-east-asia/
War for The Future
http://worldoutofwhack.com/2019/01/29/inside-china-high-tech-dystopia-bloomberg/
How Indians may consume: Megatrends
https://www.bain.com/insights/how-india-will-consume-in-2030-10-mega-trends/
Weekly Readings - Feb 03, 2019: Investing
Learnings from Prabhat Dairy
https://biginvestorblog.com/2019/01/30/will-prabhat-have-another-su-prabhat/
Evolve or Die: Survival as a performance measure
https://www.morningstar.in/posts/50844/evolve-die-survival-performance-measure.aspx
Perspective: Don't buy just because you like the product
https://theirrelevantinvestor.com/2019/01/29/the-single-greatest-error/
A style of investing
https://www.burgundyasset.com/blog/price-vs-value/
The impact of index on real markets
https://www.thehindubusinessline.com/markets/proposed-rejig-of-msci-may-trigger-1-b-outflow-from-index/article26092103.ece
Weekly Readings - Feb 03, 2019: Personal Finance
Investor Behaviour & Portfolio Building
https://www.alphamultiple.com/blog/january-2019-newsletter/
Moderation is the word to remember
https://theirrelevantinvestor.com/2019/01/22/in-or-out/
Union budget 2019 – Understanding zero tax for people with a salary of 5 lakh per annum
https://stableinvestor.com/2019/02/zero-income-tax-section-87a-rebate-budget-2019.html
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