Weekly Readings -- Jul 31: Personal Finance

When Scheme Differences Are Eased

http://mfcritic.blogspot.com/2019/07/when-scheme-differences-are-erased.html

You need an emergency fund

https://www.morningstar.in/posts/54031/yes-need-emergency-fund.aspx

Recent Bias & Conventional Wisdom

https://theirrelevantinvestor.com/2019/07/16/opposite-of-conventional-wisdom/

The optimal portfolio

https://awealthofcommonsense.com/2019/07/the-optimal-portfolio/

Spotting A Fraud

https://www.linkedin.com/pulse/how-i-spotted-fraud-before-too-late-gary-mishuris-cfa/

Weekly Readings -- Jul 30: Investment

Investing is not a race with the world but a process that suits your temperament

https://demonetizedblog.com/2019/07/18/smoke-and-mirrors/

Interview of Uday Kotak

https://www.outlookbusiness.com/specials/the-outperformers-a-listing-of-high-performance-companies_2019/we-are-in-the-midst-of-swachh-bharat-in-the-financial-sector-5225

Technical Debt

https://realreturns.blog/2019/07/19/technical-debt/

Weekly Readings -- Jul 29: Business

Politics over Wind Power

https://www.financialexpress.com/economy/andhra-pradeshs-plan-to-tweak-ppas-puts-rs-21000-crore-debt-at-risk-crisil/1654364/

Weekly Readings -- July 28: Essential

Numeracy

https://janav.files.wordpress.com/2019/07/numeracy.pdf

Attention Diet

https://markmanson.net/attention-diet

Two Big Lessons from History

https://www.safalniveshak.com/two-big-lessons-from-history/

How I Practice at What I Do

https://marginalrevolution.com/marginalrevolution/2019/07/how-i-practice-at-what-i-do.html

Learning from Peter Theil

https://fs.blog/2014/09/peter-thiel-zero-to-one/

Weekly Readings -- July 27: Offbeat

Video: Why It's Almost Impossible to Hit a 160 MPH Tennis Serve

https://www.youtube.com/watch?v=wAb3NFcyMCQ

‘State capture’: the corruption investigation that has shaken South Africa

https://www.theguardian.com/news/2019/jul/11/state-capture-corruption-investigation-that-has-shaken-south-africa

While NASA Was Landing on the Moon, Many African-Americans Sought Economic Justice Instead

https://www.smithsonianmag.com/history/nasa-landing-moon-many-african-americans-sought-economic-justice-instead-180972622/

Why plants don’t die from cancer

https://www.pbs.org/newshour/science/why-plants-dont-die-from-cancer

The Trust Crisis

https://hbr.org/cover-story/2019/07/the-trust-crisis

Weekly Readings -- July 26: Ethics

RBI Inspection Report on SBI

https://www.moneylife.in/article/exclusive-rbi-inspection-reports-on-sbi-reveal-evergreening-window-dressing-cover-ups-and-worse/57631.html

When you give FMs too much leeway to decide your business

https://themfguy.wordpress.com/2019/07/08/investors-confused-mirae-asset-amc-launching-new-funds-in-old-packets/

Weekly Readings -- July 25: Personal Finance

ESG Investing

https://www.pragcap.com/my-view-on-esg-investing/

Risk Management

https://acquirersmultiple.com/2019/07/michael-burry-the-best-way-for-investors-to-minimize-risk-is/

The new Wealth Managers

http://www.subramoney.com/2019/07/the-new-wealth-managers/

The Real Estate Hedge

https://www.financialsamurai.com/real-estate-is-a-hedge-against-many-bad-things-in-life/

Weekly Readings -- July 24: Business

VC investing in China & US: Similarities and Differences

http://www.forbesindia.com/article/ckgsb/ggv-capital-unicorn-factory/54419/1

Challenges of the Realty Sector: Impact would differentiate good companies and poor.

https://www.dnaindia.com/mumbai/report-realty-affordable-is-unaffordable-2772072

Rooftop solar players shut shop as going gets tough

https://www.financialexpress.com/industry/indian-epc-rooftop-solar-players-shut-shop-as-going-gets-tougher-on-financial-woes/1646455/

The Hydroponic Farms

http://www.forbesindia.com/article/forbes-lifes/how-indias-hydroponic-farmers-are-building-businesses/54327/1

When to Kill a Project

https://www.mckinsey.com/business-functions/strategy-and-corporate-finance/our-insights/bias-busters-knowing-when-to-kill-a-project

HIT: Some signs of good management.

http://alphaideas.in/2019/07/17/what-i-learnt-on-guru-purnima/

Hollywood under the shadows of Disney

https://www.buzzfeednews.com/article/adambvary/disney-hollywood-20th-century-fox-marvel-outlook

The Next Big Battery Breakthrough

https://qz.com/1588236/how-we-get-to-the-next-big-battery-breakthrough/

Weekly Readings -- July 23: Economics

Why Read Thomas Sowell?

https://threadreaderapp.com/thread/1148991014050230273.html

The Railway Economics

https://www.prsindia.org/policy/discussion-papers/state-indian-railways

Weekly Readings -- July 22: Investments

The Price of Admission

https://ofdollarsanddata.com/the-price-of-admission/

Klarman, Buffett, and Beating the Market

https://www.livewiremarkets.com/wires/klarman-buffet-and-beating-the-market

How I invest my own money

https://thereformedbroker.com/2019/07/16/how-i-invest-my-own-money/

Strategies to reduce crash risk in stocks

https://alphaarchitect.com/2019/07/16/strategies-to-reduce-crash-risk-in-stocks/

Ray Dalio and Investing

https://www.linkedin.com/pulse/paradigm-shifts-ray-dalio

Weekly Readings -- July 20: Essential

Pairing a big-idea thinker with a pragmatic operator and an unimaginative accountant is vital to giving big ideas a fighting chance of survival.

https://www.collaborativefund.com/blog/inseparable-pairs/

Building Climate Risks into your investment thesis

https://rising-powers.com/putting-a-price-on-climate-risk/

Hindsight bias?

https://fundooprofessor.wordpress.com/2019/07/05/gambling-in-the-classroom/

Weekly Readings -- July 15: Investment

The five principles of good capital allocation

https://acquirersmultiple.com/2019/07/michael-mauboussin-the-five-principles-of-good-capital-allocation/

Perseverance

https://www.collaborativefund.com/blog/going-the-distance/

How To Find Great Investment Opportunities In Closely Held Micro-Caps

https://acquirersmultiple.com/2019/07/how-to-find-great-investment-opportunities-in-closely-held-micro-caps/

Interview with Michael Mauboussin

https://fs.blog/2013/08/michael-mauboussin-interview-no-4/

Weekly Readings -- July 13: Offbeat

Build to last 10000 years

http://www.bbc.com/future/story/20190611-how-to-build-something-that-lasts-10000-years

Why the Kindergarten teacher quit her job?

https://www.dailymail.co.uk/femail/article-7167277/Former-kindergarten-teacher-34-shares-heart-wrenching-reasons-left-job.html

Naturalist Mark W. Moffett investigates insects—and now, evolving human societies.

https://www.harvardmagazine.com/2019/05/naturalist-doctor-insects

The New Uzbekistan

https://www.scmp.com/magazines/post-magazine/long-reads/article/3017209/once-silk-road-outpost-new-uzbekistan-takes

The Ambulance-Emergency

https://www.thebetterindia.com/187773/gvk-emri-108-ambulance-emergency-healthcare-service-india/

The Rise and Fall of Varanasi's Corpse Photographers

https://www.livemint.com/mint-lounge/features/the-rise-and-fall-of-varanasi-s-corpse-photographers-1561705994508.html

And Why Some Visit India

https://www.timesofisrael.com/lifting-away-the-weight-of-3-years-why-we-israelis-go-to-india-after-the-army/

Weekly Readings -- July 12: Personal Finance

Real Life Story of Jet Airways Employee

https://www.basunivesh.com/2019/07/04/real-life-story-of-a-jet-airways-employee/

Greed in investing may put entire principal at risk

https://balablogsdotcom.wordpress.com/2019/07/01/know-your-investment-before-parting-with-money/

Invest using your Edge

https://microcapclub.com/2019/07/use-your-edge/

Weekly Readings -- July 11: Ethics

Understanding how data and probability runs

https://towardsdatascience.com/why-you-should-care-about-the-nate-silver-vs-nassim-taleb-twitter-war-a581dce1f5fc

The problem is that here it was the credentials that worked, what if the case was of genuineness was wrong or if there was a genuine case but there was not enough famous people involved.

http://rakesh-jhunjhunwala.in/wisdom-of-rakesh-jhunjhunwala-radhakishan-damani-cannot-be-questioned-by-income-tax-dept-tribunal/

Weekly Readings -- July 10: Investments

Making money out of Debt Funds

http://mfcritic.blogspot.com/2019/07/a-most-eventful-month-for-debt-funds.html

The Value of Willful Agnosticism

https://www.gurufocus.com/news/896423/the-value-of-willful-agnosticism

Daniel Kahneman | Keynote Address – The psychology of investors

https://forum.amundi.com/the-psychology-of-investors-the-cost-of-ideas/

Why Things Break: Easy Causes of Business and Investing Failure

https://www.collaborativefund.com/blog/why-things-break/

Value Investing

http://www.valueplays.net/2019/07/02/value-isnt-dead-its-misunderstood-oversimplified/

How Nassim Taleb made his profits

faculty.sites.uci.edu/pjorion/files/2018/03/NYorker2002-blowingup.pdf

Weekly Readings -- July 9: Business

Online Direct Investment

https://nakedbeta.com/mutual-funds/the-fundsindia-saga-is-just-a-sign-of-things-to-come-indian-mutual-fund-platforms-are-in-trouble/

Evolution of IT Companies

https://seekingalpha.com/article/4271574-upon-time-tech

3 investing lessons from Vanguard Wellington Fund’s first 90 years

https://investornews.vanguard/3-investing-lessons-from-vanguard-wellington-funds-first-90-years/

Cox & Kings -- A Travel Company That Had Shown Warning Signs

https://multi-act.com/ill-fated-cruise-travel-company-shown-warning-signs/

Sample of a brilliant Annual Report

https://lifeandequities.wordpress.com/2017/07/27/stunning-annual-report-games-workshop/

The new format for low cost store operator?

https://edition.cnn.com/interactive/2019/05/business/aldi-walmart-low-food-prices/index.html

Weekly Readings -- July 8: Economy

The slowdown in India

https://finception.in/markets/indian-economic-slowdown/

Unintended Consequences

http://worldoutofwhack.com/2019/07/02/the-unintended-fallout-of-reforms/

Economics in the New Cold War

https://blog.evergreengavekal.com/investing-for-a-new-cold-war/

Weekly Readings -- Jul 6: Ethics

The Trap

https://www.livemint.com/money/personal-finance/who-took-my-money-the-builder-or-wealth-adviser-1561269056257.html

The Unethical Wars

https://www.theguardian.com/world/2019/jun/18/the-saudis-couldnt-do-it-without-us-the-uks-true-role-in-yemens-deadly-war

Weekly Readings -- Jul 5: Offbeat

Conning the Cartel. And Still Alive.

https://www.bloomberg.com/news/features/2019-06-27/the-fashion-photographer-who-duped-drug-cartels-and-the-dea

The Mystery Of 'Missing' Keys To Lord Jagannath Temple’s Treasure

https://www.outlookindia.com/magazine/story/india-news-the-mystery-of-ratna-bhandar/301849

The Battery Breakthrough

https://qz.com/1588236/how-we-get-to-the-next-big-battery-breakthrough/

The Great Escape

http://www.openthemagazine.com/article/travel-issue-2019/stalag-luft-iii-reliving-the-great-escape

Weekly Readings -- Jul 4: Technology

Digital insights and using it

https://www.mckinsey.com/business-functions/digital-mckinsey/our-insights/twenty-five-years-of-digitization-ten-insights-into-how-to-play-it-right

Weekly Readings -- Jul 4: Economics

Arvind Subramanian Paper on Indian GDP in simpler terms

https://finception.in/markets/arvind-subramanian-paper-on-indian-gdp-misestimation/

Weekly Readings -- Jul 3: Personal Finance

Don't leave your personal finance to a Wealth Manager / CA / Banker / Friend or anyone does one of these things

http://www.businessworld.in/article/Four-Wealth-Manager-Traps-To-Watch-Out-For/22-06-2019-172230/

Mutual Funds vs Real Estate

https://stableinvestor.com/2019/06/mutual-funds-vs-real-estate-better-investing-india.html

The tyranny of Small Debts Compounded

https://seths.blog/2019/06/the-tyranny-of-small-debts-compounded/

Don't talk about wealth

https://wisewealthadvisors.com/2019/06/23/dont-talk-about-wealth/

AIF, PMS or MF

http://www.subramoney.com/2019/06/aif-or-pms-or-mf/

Weekly Readings -- Jul 2: Business

Cloud Kitchens

https://www.moneylife.in/article/cloud-kitchens-fb-sector-cooks-up-a-new-recipe-to-beat-high-rental-costs/57532.html

Yes Bank

https://www.stallionasset.com/blog/yes-bank-say-yes-or-no/

Amazon is closing its food delivery business

https://qz.com/1640775/amazon-is-closing-food-delivery-service-amazon-restaurants/

Weekly Readings -- Jul 2: Investments

Anti-fragile and unbreakable

https://microcapclub.com/2019/06/unbreakable/

What killed Value Investing

https://www.cnbc.com/2019/06/21/is-value-investing-dead-it-might-be-and-heres-what-killed-it.html

The greatest Asset Bubble

https://ofdollarsanddata.com/the-greatest-asset-bubble-of-all-time/

Wide Moat Asia

https://moiglobal.com/wide-moat-asia-2019/

Compounding gone wild

https://tonyisola.com/2019/06/compounding-gone-wild/