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Saturday, August 31, 2019
Weekly Readings: Offbeat
Wildfires are burning around the world. The most alarming is in the Amazon rainforest.
https://www.vox.com/world/2019/8/20/20813786/wildfire-amazon-rainforest-brazil-siberia
A Search for Miracle: Searching Duke
https://hazlitt.net/longreads/searching-duke
An abduction on Malabar Hills
https://www.livemint.com/mint-lounge/features/opinion-an-abduction-on-malabar-hill-1566484737573.html
How mosquitos changed everything
https://www.newyorker.com/magazine/2019/08/05/how-mosquitoes-changed-everything
How to keep calm in high-stress situations
https://qz.com/1685041/how-to-keep-calm-in-high-stress-situations/
Friday, August 30, 2019
Weekly Readings: Ethics
Sin of Pride: US Attorney General & his encryption policy
https://www.lawfareblog.com/attorney-general-william-barr-encryption-policy
Sin of Greed: Crime of Stupid Codes
https://www.zdnet.com/article/siemens-contractor-pleads-guilty-to-planting-logic-bomb-in-company-spreadsheets/
Thursday, August 29, 2019
Weekly Readings: Technology
Won't Fix the bug
https://boingboing.net/2019/07/09/wontfix.html
Identity Theft and Withdrawal of Application
https://www.schneier.com/blog/archives/2019/07/identity_theft_.html
Palantir's Surveillance Service for Law Enforcement
https://www.schneier.com/blog/archives/2019/07/palantirs_surve.html
Wednesday, August 28, 2019
Weekly Readings: Personal Finance
The Salary Mirage: Common Calculation Mistake
http://value2wealth.blogspot.com/2019/08/twitter-poll-poll2learn-3.html
Understanding the Returns Perspective
http://value2wealth.blogspot.com/2019/08/twitter-poll-poll2learn-2.html
HUF is losing its charm as a tax savings tool
https://www.rediff.com/business/report/huf-is-losing-its-charm-as-a-tax-saving-tool/20190814.htm
Tuesday, August 27, 2019
Weekly Readings: Investments
The most impressive investment track record
https://awealthofcommonsense.com/2019/08/who-has-the-most-impressive-investment-track-record/
The cost of capital
https://thereformedbroker.com/2019/06/13/when-everything-that-counts-cant-be-counted/
No one know how to ascertain true value or target price
https://acquirersmultiple.com/2019/08/investors-could-be-missing-out-on-some-big-gains-by-selling-a-stock-that-reaches-its-target-price/
The Five Dimensions of Variant Perception
https://blogs.cfainstitute.org/investor/2015/11/27/the-five-dimensions-of-variant-perception/
Sunday, August 25, 2019
Weekly Reading -- Aug 25: Places
Travelling North East
https://www.traveldiaryparnashree.com/2019/08/things-no-one-told-you-about-northeast-india.html
Saturday, August 24, 2019
Weekly Reading -- Aug 24: Offbeat
All food will be delivered
https://www.theatlantic.com/ideas/archive/2019/08/all-food-will-be-delivered/595222/
Something is always happening
https://thewaiterspad.com/2019/08/12/something-is-always-happening/
Friday, August 23, 2019
Weekly Reading -- Aug 23: Ethics
$38 Billion fraud at GE
https://www.bbc.com/news/business-49352765
Perspective on Google
https://www.wired.com/story/inside-google-three-years-misery-happiest-company-tech/
Thursday, August 22, 2019
Weekly Reading -- Aug 22: Economics
Inner Wear sales reveals a slowdown
https://economictimes.indiatimes.com/industry/cons-products/garments-/-textiles/brief-warning-innerwear-sales-reveal-a-slowdown/articleshow/70694601.cms
Wednesday, August 21, 2019
Weekly Reading -- Aug 21: Personal Finance
Different Ways to be Rich
https://awealthofcommonsense.com/2019/08/different-ways-to-be-rich-in-2019/
Focus on the Negative Art of Investing
https://novelinvestor.com/howard-marks-the-negative-art-of-investing/
Basics of RERA
https://www.jagoinvestor.com/2019/08/rera.html
The Money Value of Time
https://thefinancialbodyguard.com/the-money-value-of-time/
Tuesday, August 20, 2019
Weekly Reading -- Aug 20: Investments
The seduction of above average
https://ofdollarsanddata.com/the-seduction-of-above-average/
Bonds are fricking expensive
https://www.aqr.com/Insights/Perspectives/Bonds-Are-Frickin-Expensive
The best metric in investing is...
https://acquirersmultiple.com/2019/08/the-single-best-metric-in-investing-is/
The metric of ROE
http://value2wealth.blogspot.com/2019/08/twitter-poll-poll2learn-1.html
The Contrarian Investing For the Decade
https://blog.evergreengavekal.com/an-investment-thesis-for-the-2020s/
Monday, August 19, 2019
Weekly Reading -- Aug 19: Business
Buffett's views on media businesses
www.dhruvapandey.wordpress.com/buffett-views-on-media-businesses
Book review: A bottle of Lies
http://alphaideas.in/2019/08/16/book-review-a-bottle-of-lies/
Sunday, August 18, 2019
Weekly Reading -- Aug 18: People
Rabindranath Tagore
https://www.livehistoryindia.com/amazing-india/2019/08/07/rabindranath-tagore-the-artist
An obituary: Sushma Swaraj
https://madrascourier.com/biography/sushma-swaraj-the-minister-with-a-humane-touch/
Walking the Path of the Buddha
https://www.newyorker.com/news/out-of-eden/walking-the-path-of-the-buddha-in-a-neglected-corner-of-india
Dr Mary Poonen Lukose
https://www.livemint.com/mint-lounge/features/opinion-the-good-doctor-of-travancore-1565263922696.html
Weekly Reading -- Aug 18: Essential
Courage and Hope life of Charlie Munger
https://www.safalniveshak.com/courage-and-hope-life-of-charlie-munger/
Saturday, August 17, 2019
Weekly Reading -- Aug 17: Offbeat
How Mosquitos helped shape human history
https://www.smithsonianmag.com/history/how-mosquitos-helped-shape-human-history-180972802/
The Jews in India
https://blogs.timesofisrael.com/blessing-dates-bananas-i-found-jewish-community-in-india/
India's city where people come to die
http://www.bbc.com/travel/story/20190617-indias-city-where-people-come-to-die
The Kung-Fu Nuns of Ladakh
https://www.arre.co.in/people/kung-fu-nun-ladakh-martial-arts-jackie-chan-himalayas/
Friday, August 16, 2019
Weekly Reading -- Aug 16: Ethics
Going after the unethical: Rs 1 Cr reward for Informers of Insider Trading
https://m.economictimes.com/markets/stocks/news/sebi-plans-rs-1-crore-reward-for-informers-of-insider-trading/articleshow/70558577.cms
Thursday, August 15, 2019
Weekly Reading -- Aug 15: Economics
Howard Marks - On the Other Hand
https://www.oaktreecapital.com/docs/default-source/memos/on-the-other-hand.pdf
Wednesday, August 14, 2019
Weekly Reading -- Aug 14: Personal Finance
Best Tax Free Bonds 2019
https://www.basunivesh.com/2019/08/01/best-tax-free-bonds-2019-in-india/
Why stock market must go down
https://thereformedbroker.com/2019/08/05/why-the-stock-market-must-go-down/
Tuesday, August 13, 2019
Weekly Reading -- Aug 13: Investment
An evergreen Interview of Warren Buffett (published in 2017)
https://www.biznews.com/global-investing/2017/02/09/warren-buffett-economy-2017
Analysis: Cyient Ltd
https://www.drvijaymalik.com/2019/08/cyient-ltd.html
As yields turn negative, investors are having to pay for safety
https://www.economist.com/finance-and-economics/2019/08/10/as-yields-turn-negative-investors-are-having-to-pay-for-safety
Monday, August 12, 2019
Weekly Reading -- Aug 12: Business
Pharma Companies
https://www.outlookbusiness.com/the-big-story/lead-story/new-growth-model-5259
Saturday, August 10, 2019
Weekly Readings -- Aug 10: Offbeat
The world's cheapest hospital has to get even cheaper
https://www.bloomberg.com/news/features/2019-03-26/the-world-s-cheapest-hospital-has-to-get-even-cheaper
Hair for All
https://www.theatlantic.com/health/archive/2019/07/hair-for-all/594826/
Sleep. A new perspective on efficiency!
https://www.gq-magazine.co.uk/lifestyle/article/the-business-of-sleep
Deadly Fungal Infection Emerged Because of Global Warming, Study Says
https://time.com/5632961/candida-auris-global-warming/
Friday, August 9, 2019
Weekly Readings -- Aug 9: Ethics
The Stock Buyback Swindle
https://www.theatlantic.com/magazine/archive/2019/08/the-stock-buyback-swindle/592774/
How Adani will not pay any corporate tax till profit of $1.5 billion: Explains Professor
https://www.macrobusiness.com.au/2019/07/professor-adani-verge-collapse/
Thursday, August 8, 2019
Weekly Readings -- Aug 8: Economics
Ruchir Sharma: Why we should fear easy money?
https://timesofindia.indiatimes.com/blogs/toi-edit-page/why-we-should-fear-easy-money-a-fed-rate-cut-now-could-hasten-the-arrival-of-a-global-recession-emanating-from-debt-fuelled-markets/
Tuesday, August 6, 2019
Weekly Readings -- Aug 6: Investing
Joel Greenblatt on Value Investing
http://blog.validea.com/investing-insights-from-joel-greenblat/
The Competitive Paradigm
http://marcellus.in/blogs/marcellus-unusual-billionaires-flip-the-competitive-paradigm/
Lessons on Risk from Indian roads
https://eightytwentyinvestor.com/2019/07/28/3-unexpected-lessons-on-risk-from-indian-roads/
Using Psychology to identify fund managers
https://www.institutionalinvestor.com/article/b1ghpmmp796w07/Sports-Cars-Psychopaths-and-Testosterone-Inside-the-New-Frontier-of-Fund-Manager-Research
Monday, August 5, 2019
Weekly Readings -- Aug 5: Business
Understanding the company Petronet
https://valuationinmotion.blogspot.com/2019/07/petronet-lng-valuation-schrodingers.html
China & Business
https://www.theguardian.com/world/2019/jul/25/china-business-xi-jinping-communist-party-state-private-enterprise-huawei
Only Two Types of Asset Managers Will Survive in 10 Years, BCG Says
https://www.institutionalinvestor.com/article/b1ghqty9hdxlc7/Only-Two-Types-of-Asset-Managers-Will-Survive-in-10-Years-BCG-Says
Sunday, August 4, 2019
Weekly Readings -- Aug 4: Essential
The Psychology of Prediction
https://www.collaborativefund.com/blog/the-psychology-of-prediction/
Smart People Sharing Their Views
https://www.cnbc.com/2017/05/09/cnbc-excerpts-billionaire-investor-warren-buffett-on-cnbcs-squawk-box-today.html
Saturday, August 3, 2019
Weekly Readings -- Aug 3: Offbeat
94% Bihari Women Know Of Contraception, But 1 in 5 Use It
https://www.indiaspend.com/survey-finds-94-bihari-women-know-of-contraception-but-1-in-5-use-it/
13 Railway Projects Exempted From Forest Approvals, Risking Wildlife Sanctuaries
https://www.indiaspend.com/13-railway-projects-exempted-from-forest-approvals-risking-wildlife-sanctuaries/
Friday, August 2, 2019
Weekly Readings -- Aug 2: Ethics
Duping Homebuyers
https://www.business-standard.com/article/companies/how-jp-morgan-colluded-with-amrapali-group-to-divert-funds-dupe-homebuyers-119072400162_1.html
Money Laundering & The Corrupt Elite Globally
https://knowledge.wharton.upenn.edu/article/klepotcracy-money-laundering-book/
Thursday, August 1, 2019
Weekly Readings -- Aug 1: Economics
Interesting stories behind rising bank credit numbers
https://blog.ventura1.com/2019/07/interesting-stories-behind-rising-bank-credit-numbers/
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