Weekly Reading -- March 31, 2019: Investing

Interview with Saurabh Mukherjee

https://economictimes.indiatimes.com/markets/expert-view/post-election-expect-next-trigger-for-market-share-shift-from-nbfcs-to-private-banks-saurabh-mukherjea/articleshow/68610842.cms

Be careful of Moats

http://valueinvstr.blogspot.com/2019/03/be-careful-of-moats.html

Multiples are not Valuations

https://theirrelevantinvestor.com/2019/03/26/multiples-are-not-valuation/

How Concentration Affects Investing

https://theirrelevantinvestor.com/2019/03/25/how-concentration-affects-portfolio-performance/

Keep Your Eyes Open While Investing in Risky Stocks

https://i1.wp.com/103.241.136.50/epaper/DC/CHN/510X798/2019-03-25/b_images/CHN_2019-03-25_maip12_4.jpg

ROCE - Can it identify wealth creator & destroyer?

https://www.safalniveshak.com/roce-growth-matrix-and-few-potential-wealth-creators/

The Question of a Stock Pickers Market

https://awealthofcommonsense.com/2019/03/how-often-is-it-a-stock-pickers-market

Challenges of investing in India

http://marcellus.in/blogs/marcellus-value-investing-the-indian-challenge/

In Defense of Complexity

https://bpsandpieces.com/2019/03/16/in-defense-of-complexity/

Weekly Reading -- March 27, 2019: Offbeat

Mrs Michelle Obama

https://granta.com/on-meeting-mrs-obama/

The Tinder Swindler  

https://www.vg.no/spesial/2019/tindersvindler/english/

Tamil Nadu Recipe

https://www.thebetterindia.com/174646/tamil-nadu-recipe-meenakshi-ammal-cookbook-south-indian-food/

The Tussle between RTI Act and Government

https://www.moneylife.in/article/rti-trumps-over-official-secrets-but-govt-remains-unyielding/56664.html

China's Leader Should Study James Bond Films

https://www.economist.com/china/2019/03/23/chinas-leaders-should-study-james-bond-films

Weekly Reading -- March 26, 2019: Investing

We all make mistakes

https://ofdollarsanddata.com/we-all-make-mistakes/

Basant Maheshwari on Election & Markets

https://www.morningstar.in/posts/51564/will-no-post-election-rally.aspx

Human Bias & Investing

https://demonetizedblog.com/2019/03/18/the-eye-of-the-beholder/

Gold as an investment option: Hedging Global 

http://www.forbesindia.com/article/investment-special-2019/how-gold-lost-its-glimmer/52843/1

Weekly Reading -- March 25, 2019: Business

Big is Better

https://www.stallionasset.com/blog/big-is-better/

On Amazon

https://zackkanter.com/2019/03/13/what-is-amazon/

Can Amazon Reinvent the Traditional Supermarket?

http://knowledge.wharton.upenn.edu/article/amazon-grocery-store/

Weekly Reading -- March 24, 2019: Politics

Role of Modern Chanakya's

https://www.outlookindia.com/magazine/story/indias-chanakyas-meet-the-backroom-boys-of-top-political-leaders/301347

Dynastic Politics Across Parties In India

https://www.livemint.com/mint-lounge/features/opinion-jd-s-just-for-deve-gowda-and-sons-and-more-family-tales-1553225400351.html

The New Love Between Isreal & The Arab Monarchs

https://www.theguardian.com/news/2019/mar/19/why-israel-quietly-cosying-up-to-gulf-monarchies-saudi-arabia-uae

“Theater done well is politics; politics done poorly is theatre.”

http://time.com/longform/alexandria-ocasio-cortez-profile/

Weekly Reading -- March 23, 2019: Personal Finance

When hope starts fading away

http://www.forbesindia.com/article/investment-special-2019/sip-and-dip-is-the-dream-run-over-for-systematic-investment-plans/52823/1

The Importance of An Advisor 

http://www.subramoney.com/2019/03/investing-strategies-of-millionaires/

Weekly Reading -- March 23, 2019: Economy

Shouting hollow slogans will not improve India’s strength
http://www.globaltimes.cn/content/1142541.shtml

Crypto Currency in Action
https://www.asiatimes.com/2019/03/article/the-good-the-bad-and-irans-love-of-bitcoin/

The Importance of the European Experiment
https://www.economist.com/leaders/2019/03/23/why-big-tech-should-fear-europe

Weekly Reading -- March 23, 2019: History

The Queen Ahilybai

https://www.livehistoryindia.com/tales-and-trails/2019/03/08/ahilyabai-a-queen-like-no-other-tales-trails

The Throne

https://www.livemint.com/mint-lounge/features/opinion-much-ado-about-a-royal-throne-1552619149456.html

The Last Kind of Xinjiang

https://www.scmp.com/magazines/post-magazine/long-reads/article/2188216/last-king-xinjiang-how-bertram-sheldrake-went

Weekly Reading -- March 22, 2019: Offbeat

What we know is a drop

https://janav.files.wordpress.com/2019/03/what-we-know-is-a-drop.pdf

The Art Thief

https://www.gq.com/story/secrets-of-the-worlds-greatest-art-thief

Letter Locking

https://www.atlasobscura.com/articles/what-did-people-do-before-envelopes-letterlocking

Counterintuitive Competitive Advantages

https://www.collaborativefund.com/blog/counterintuitive-competitive-advantages/

The Value of College

https://www.collaborativefund.com/blog/the-value-of-college/

Weekly Reading -- March 21, 2019: Technology

The Internet Knows You Better Than Your Spouse Does

https://www.scientificamerican.com/article/the-internet-knows-you-better-than-your-spouse-does/

Reverse Location Search Warrants

https://slate.com/technology/2019/02/reverse-location-search-warrants-google-police.html

Password Managers - A Security Threat

https://www.securityevaluators.com/casestudies/password-manager-hacking/

Achilles Heel: Attacking Soldiers on Social Media

https://www.schneier.com/blog/archives/2019/02/attacking_soldi.html

Future War

https://www.schneier.com/blog/archives/2018/08/future_cyberwar.html

When Data of half the population of America is Stolen!

https://www.cnbc.com/2019/02/13/equifax-mystery-where-is-the-data.html

E-voting in Future?

https://motherboard.vice.com/en_us/article/yw84q7/darpa-is-building-a-dollar10-million-open-source-secure-voting-system

Weekly Reading -- March 20, 2019: Business

Right Person, In the Right Place and At the Right Time

http://www.forbesindia.com/article/2019-wpower-trailblazers/vinati-saraf-mutreja-focusing-on-quality/52753/1

A focus on Turnaround?

https://biginvestorblog.com/2019/03/09/united-spirits-does-a-marie-kondo/

Tips if you are planning to start a business with a friend

https://qz.com/work/1567915/how-to-start-a-business-with-a-friend-tips-for-co-founders/

Changing Landscape

https://www.perell.com/blog/what-the-hell-is-going-on

Sharing Economy: Hotel Industry

http://knowledge.wharton.upenn.edu/article/short-term-rentals-the-transformation-in-real-estate-and-travel-set-to-check-in/

Weekly Reading -- March 19, 2019: Personal Finance

Perspective on Health Insurance

https://indianwallstreet.wordpress.com/2019/03/09/why-health-insurance-is-a-scam-in-india/

What is in your control and what is not in your control

https://theirrelevantinvestor.com/2019/03/12/just-save-more-money/

Returns in Early Years vs Returns in Lare Years

https://stableinvestor.com/2019/03/strong-early-vs-strong-late-returns.html

Vivek Gadodia: From system analyst to market analyst

https://www.moneycontrol.com/news/business/markets/vivek-gadodia-from-system-analyst-to-market-wizard-3627021.html

Weekly Reading -- March 18, 2019: Investing

Gambling Instincts of Humans

https://theirrelevantinvestor.com/2019/03/07/what-happens-after-you-win/

Perspective on bulls

https://www.nytimes.com/2019/03/09/business/dealbook/bull-market-10-years.html

Investing Market

https://www.business-standard.com/article/opinion/global-investment-return-conundrum-119031200010_1.html

20 Crazy Facts

https://theirrelevantinvestor.com/2019/03/13/the-twenty-craziest-investing-facts-ever/

Interview of Porinju Veliyath

https://economictimes.indiatimes.com/markets/expert-view/we-are-heading-for-a-10-year-big-bull-market-porinju-veliyath-equity-intelligence-india/articleshow/68370951.cms

Analysis: Gandhi Special Tubes Ltd

https://www.drvijaymalik.com/2019/03/gandhi-special-tubes-research-report-fundamental-analysis.html

Weekly Readings - Mar 14, 2019: Ethics

Odisha Cements Claim

https://economictimes.indiatimes.com/news/economy/indicators/youth-inactivity-highest-in-india-among-emerging-mkts-imf-economist/articleshow/68292174.cms

When Numbers are not reality

https://theirrelevantinvestor.com/2019/02/27/numbers-are-not-reality/

RBI's view on Compensation 

https://www.business-standard.com/article/opinion/will-banks-get-their-remuneration-policy-right-119030701092_1.html

Weekly Readings - Mar 14, 2019: History

The 300 Indian

https://www.thebetterindia.com/173795/iaf-indo-pak-war-bhuj-history/

‘Assad or We Burn the Country’: How the Syrian Regime Prevailed

https://www.wsj.com/articles/assad-or-we-burn-the-country-how-the-syrian-regime-prevailed-11551886374?mod=djem10point

Weekly Readings - Mar 13, 2019: Offbeat

Not Caring a Vital Skill

https://www.collaborativefund.com/blog/not-caring-a-unique-and-powerful-skill/

Swaminathan Report: National Commission on Farmers

https://www.prsindia.org/report-summaries/swaminathan-report-national-commission-farmers

Why Chinese companies plug a us test for facial recognition

https://www.wired.com/story/china-earns-high-marks-us-test-facial-recognition/

Water Shortage to Hit Delhi Next?

https://qz.com/india/1559574/water-shortages-may-compound-delhis-air-pollution-woes/

Weekly Readings - Mar 12, 2019: Personal Finance

Asset Allocation

http://www.subramoney.com/2019/03/asset-allocation-is-the-problem-not-alpha/

Discuss about Finances with Spouses

https://www.nytimes.com/2019/03/01/business/retirement-finances-couples.html

Weekly Readings - Mar 12, 2019: Business

How China's Fintechs serve the underserved

https://www.mckinsey.com/business-functions/mckinsey-analytics/our-insights/how-chinas-fintechs-serve-the-underserved

Sebi seeks to make mutual funds' valuation process fairer

https://economictimes.indiatimes.com/markets/stocks/news/sebi-seeks-to-make-mutual-funds-valuation-process-fairer/articleshow/68219557.cms

Weekly Readings - Mar 11, 2019: Investing

Improving Investing

https://valueinvstr.blogspot.com/2019/03/improving-investing-acumen.html

Acquisition: A Sell Trigger

https://blogs.cfainstitute.org/investor/2019/02/28/aswath-damodaran-on-acquisitions-just-say-no/

It is not the result but processes that are important in the long run

https://pensionpartners.com/the-wrong-focus/

No Laws only tendencies

https://ofdollarsanddata.com/no-laws-only-tendencies/

Has the Oracle of Omaha lost stories or is the future uncertain for real now

https://www.institutionalinvestor.com/article/b1d9nqr75vsz9z/Is-Warren-Buffett-Just-Mailing-It-In

Weekly Readings - Mar 11, 2019: Quantitative Investing

Business Cycle

https://alphaarchitect.com/2019/03/07/sector-business-cycle-analysis/

When Calendar Day Matters

https://alphaarchitect.com/2019/03/04/investor-mood-day-of-the-week-and-the-cross-section-of-returns/

Weekly Readings - Mar 10, 2019: Economics

Curse of the Monopoly

https://www.harvardmagazine.com/2019/03/monopsony-labor-jason-furman

Demographic Nightmare

https://economictimes.indiatimes.com/news/economy/indicators/youth-inactivity-highest-in-india-among-emerging-mkts-imf-economist/articleshow/68292174.cms

When Bitcoin Does Make Sense

https://www.nytimes.com/2019/02/23/opinion/sunday/venezuela-bitcoin-inflation-cryptocurrencies.html

The Farming Riddle

https://www.business-standard.com/article/opinion/solving-the-farm-riddle-119030800040_1.html

State Government's Deficit

https://www.business-standard.com/article/opinion/driving-up-liabilities-119030800038_1.html

Weekly Reading 06/03/2019: Ethics

Broker Siphons off Rs366 Crore of Odisha Cement MF Units and Other Client Assets: Exposes Basic Systemic Flaw that Could Cause Huge Losses to Investors

https://www.moneylife.in/article/broker-siphons-off-rs366-crore-of-odisha-cement-mf-units-and-other-client-assets-exposes-basic-systemic-flaw-that-could-cause-huge-losses-to-investors/56468.html

Adani Win 5 Airports; What about Accountability of PPP Model?

https://www.moneylife.in/article/adani-win-5-airports-what-about-accountability-of-ppp-model/56478.html

QNet Scam: Cyberabad Police Issue Notices to Shah Rukh Khan, Anil Kapoor, Jackie Shroff, Boman Irani, Vivek Oberoi & Yuvraj Singh Among 500 Others

https://www.moneylife.in/article/qnet-scam-cyberabad-police-issue-notices-to-shah-rukh-khan-anil-kapoor-jackie-shroff-boman-irani-vivek-oberoi-and-yuvraj-singh-among-500-others/56475.html

End the ‘Bribe, Settle and Move-on’ Culture, To Win Perception Battle

https://www.moneylife.in/article/end-the-bribe-settle-and-move-on-culture-to-win-perception-battle/56484.html

Weekly Reading 06/03/2019: People Interview

Sam Altman on Loving Community, Hating Coworking, and the Hunt for Talent

https://medium.com/conversations-with-tyler/tyler-cowen-sam-altman-ai-tech-business-58f530417522

Interview: Manish Bhandari

https://moiglobal.com/interview-manish-bhandari-201901/

Weekly Reading 04/03/2019: Business

Sweet Shop to Restaurants  

http://www.forbesindia.com/article/family-business/adyar-ananda-bhavan-food-and-folklore/52605/1

CEO Interview of Bata India

https://www.fortuneindia.com/enterprise/bata-india-striving-for-the-right-fit/103002

When investing was Easy

http://www.subramoney.com/2019/02/when-investing-was-easy/

Detecting Shell Companies

https://www.moneylife.in/article/detecting-shell-companies-mca-seeks-location-photo-of-companys-registered-office-in-form-inc-22a/56438.html

Banning Unregulated Deposits Schemes – Big Concern for Small Businesses

https://www.moneylife.in/article/banning-unregulated-deposits-schemes-big-concern-for-small-businesses/56448.html

The Hotel Industry

http://www.businessworld.in/article/Independent-Hotels-How-they-are-Managing-to-Stay-Ahead-of-the-Game-/20-02-2019-167416/

Weekly Reading 05/03/2019: Offbeat

China & its citizens

https://www.nytimes.com/2019/02/23/business/china-entrepreneurs-confidence.html

The Psychology behind smart people saying dumb things

https://www.zeninvestor.org/psychology-behind-smart-people-saying-dumb-things/

The Hidden US Empire

https://www.theguardian.com/news/2019/feb/15/the-us-hidden-empire-overseas-territories-united-states-guam-puerto-rico-american-samoa

Bruce Lee & Martial Arts

https://www.scmp.com/magazines/post-magazine/long-reads/article/2186246/me-and-my-uncle-ip-man-taught-bruce-lee-wing-chun

Water Shortage Coming to India

https://qz.com/india/1559574/water-shortages-may-compound-delhis-air-pollution-woes/

Population and expected growth

https://www.collaborativefund.com/blog/what-else-matters/

Weekly Reading 05/03/2019: Personal Finance

Volatility and Generating Wealth

https://eightytwentyinvestor.com/2019/02/26/becoming-a-long-term-investor-one-short-term-decision-at-a-time/

Handling Downgrades in Your Debt Mutual Fund

https://themfguy.wordpress.com/2019/02/25/handling-downgrades-in-your-debt-mutual-fund/

Weekly Reading 04/03/2019: Economincs

Is the future Manufacturing or Services?

https://www.bloomberg.com/opinion/articles/2019-02-24/bangladesh-and-india-pursue-different-economic-models-for-growth

Weekly Reading 03/03/2019: Investments

Debt Funds, Promoter Loans and other evil

https://balablogsdotcom.wordpress.com/2019/02/25/debt-funds-promoter-loans-and-other-evil/

The Share Pledging and Stock Prices

https://blog.ventura1.com/2019/02/26/3-states-of-share-pledging-fame-flame-and-shame/

How investing will change?

https://www.livemint.com/market/stock-market-news/opinion-stock-investors-not-nimble-enough-yet-1551114208048.html

How Disinvestments Affect Share Prices

https://www.livemint.com/market/mark-to-market/double-whammy-for-retail-investors-as-government-steps-up-divestment-1551121163810.html

Perspective on rebalancing your portfolio (Slightly technical)

https://alphaarchitect.com/2019/02/26/rebalancing-not-so-fast/

Not Caring is a unique skill

https://www.collaborativefund.com/blog/not-caring-a-unique-and-powerful-skill/

Safal Niveshak

http://www.safalniveshak.com/wp-content/uploads/2019/03/Safal-Niveshak-Stream-020319.pdf

Why some investors will continue to make mistake

https://www.zeninvestor.org/psychology-behind-smart-people-saying-dumb-things/