Weekly Readings -- Sep 22: Essentials

Stop chasing Shortcut

https://seths.blog/2019/09/this-one-simple-trick-makes-everything-faster-and-easier/

Burnout-Anxiety-Stress

http://www.bbc.com/future/story/20190813-burnout-anxiety-stress-proof-relief

Philosophies -- 1

https://www.collaborativefund.com/blog/philosophies/

Philosophies -- 2

https://www.collaborativefund.com/blog/immutable-truths-and-arguing-fools/

To love what you do

https://www.collaborativefund.com/blog/you-better-love-this/

Weekly Readings -- Sep 21: Offbeat

Does this Schnitzel define Vienna?

http://www.bbc.com/travel/story/20190805-does-this-schnitzel-define-vienna

Earbuds can make you deaf

https://elemental.medium.com/something-you-dont-want-to-hear-about-earbuds-d554e85696b5

There’s a $218 billion design problem sitting in your fridge right now

https://www.fastcompany.com/90397198/the-218-billion-design-problem-sitting-in-your-fridge-right-now

‘Dream the Impossible’: Life Lessons from Keshub Mahindra

https://knowledge.wharton.upenn.edu/article/dream-impossible-life-lessons-keshub-mahindra/

Death by Diet Soda?

https://www.nytimes.com/2019/09/06/health/diet-soda-health-death.html

Weekly Readings -- Sep 20: Ethics

Is Softbank a ponzi scheme?

https://capitalistexploits.at/hold-my-beer/

Perhaps the fault is somewhere else

https://behaviouralinvestment.com/2019/09/11/why-are-so-many-fund-managers-men/

The Hedge Fund That Wasn't

https://www.institutionalinvestor.com/article/b1h05md53jtqgc/The-Hedge-Fund-That-Wasn-t

Weekly Readings -- Sep 19: Technology

Chinese shoppers embrace facial payments

https://www.asiatimes.com/2019/09/article/chinese-shoppers-embrace-facial-payments/

Destroying physical infrastructure with software

https://www.wired.com/story/russia-ukraine-cyberattack-power-grid-blackout-destruction/

Weekly Readings -- Sep 18: Personal Finance

The Financial Turing Test

https://ofdollarsanddata.com/the-financial-turing-test/

Value Investing Always Works

https://acquirersmultiple.com/2019/09/joel-greenblatt-it-will-always-be-possible-to-beat-the-market-heres-why/

Weekly Readings -- Sep 17: Investing

Short Investing Beliefs

https://www.collaborativefund.com/blog/philosophies/

In investments never say never

http://blog.validea.com/never-say-never/

On Market Timing

https://finance.yahoo.com/news/seth-klarmans-3-secrets-value-200246018.html

Learning on Risk Assessment

https://getpocket.com/explore/item/what-i-learned-from-losing-200-million

Weekly Readings -- Sep 16: Business

A newly-minted Indian VC takes an honest, hard-nosed look at his industry

https://qz.com/india/1703692/a-newly-minted-indian-vc-takes-an-honest-look-at-his-industry/

Technology In Sports

http://www.forbesindia.com/article/forbes-lifes/game-tech-match-indian-sports-teams-are-going-hightech/55155/1

Speak softly and make tough decisions

https://www.mckinsey.com/featured-insights/china/speak-softly-make-tough-decisions-an-interview-with-alibaba-group-chairman

How has Microsoft remained outside the purview of investigation this time

https://www.nytimes.com/2019/09/08/technology/microsoft-brad-smith.html

Some interesting Videos

How to Solve a Rubik's Cube!
https://www.youtube.com/watch?v=R-R0KrXvWbc&feature=em-uploademail

Scientist Explains Viral Fish Cannon Video

https://www.youtube.com/watch?v=l4VgS69tNpw

Hurricane Hunter Explains How They Track and Predict Hurricanes

https://www.youtube.com/watch?v=I0WjYm7NrnM

Weekly Readings: Essential

Why Complexity Sells

https://www.collaborativefund.com/blog/why-complexity-sells/

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/

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/

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

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

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/

Weekly Reading -- Aug 25: Places

Travelling North East

https://www.traveldiaryparnashree.com/2019/08/things-no-one-told-you-about-northeast-india.html

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/

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/

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

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/

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/

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/

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/

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/

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

Weekly Reading -- Aug 15: Economics

Howard Marks - On the Other Hand

https://www.oaktreecapital.com/docs/default-source/memos/on-the-other-hand.pdf

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/

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

Weekly Reading -- Aug 12: Business

Pharma Companies

https://www.outlookbusiness.com/the-big-story/lead-story/new-growth-model-5259

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/

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/

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/

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

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

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

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/

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/

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/

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/

Weekly Readings -- Jun 29: Ethics

Nothing changes in India

http://alphaideas.in/2019/06/20/nothing-changes-in-india/

Warren Buffett on Audit Committee

https://saylordotorg.github.io/text_corporate-governance/s08-02-warren-buffett-on-the-challeng.html

How Leaders Screw Their Company

https://www.mckinsey.com/featured-insights/leadership/how-leaders-kill-meaning-at-work

Modern Slavery?

https://www.theverge.com/2019/6/19/18681845/facebook-moderator-interviews-video-trauma-ptsd-cognizant-tampa

Weekly Readings -- Jun 28: Offbeat

Little-Known Stories About the Legendary Amrish Puri

https://www.thebetterindia.com/186672/amrish-puri-legend-bollywood-tribute-india/

Employees Who Stay In Companies Longer Than Two Years Get Paid 50% Less

https://www.forbes.com/sites/cameronkeng/2014/06/22/employees-that-stay-in-companies-longer-than-2-years-get-paid-50-less/#36d8551ee07f

Luxury Shopping Before the Flight

https://www.wsj.com/articles/forget-the-mall-shoppers-are-buying-gucci-at-airports-11560772801

What Really Happened to Malaysia’s Missing Airplane

https://www.theatlantic.com/magazine/archive/2019/07/mh370-malaysia-airlines/590653/

United Nations report on the killing of Jamal Khashoggi

https://www.middleeasteye.net/news/read-full-united-nations-report-killing-jamal-khashoggi

Weekly Readings -- Jun 27: People & Places

Touring Turkey

https://www.team-bhp.com/forum/travelogues/210198-solo-backpackers-guide-turkey.html

Q&A With Kimbal Musk, Cofounder of Square Roots & Board Director at Tesla, Space X, and Chipotle

https://www.collaborativefund.com/blog/kimbal-musk-cofounder-of-square-roots-and-board-director-at-tesla-space-x-and-chipotle/

Who Am I?

https://www.theatlantic.com/magazine/archive/2019/07/work-peak-professional-decline/590650/

Weekly Readings -- Jun 26: Business

APL Apollo Tubes

https://www.outlookbusiness.com/markets/feature/pack-leader-5153

Why India fails to supply 24x7 electricity to all homes

https://www.indiaspend.com/why-india-fails-to-supply-24x7-electricity-to-all-homes/

How Amazon is Disrupting

https://www.cbinsights.com/research/report/amazon-disruption-industries/

Why credit analysts must keep an eye on the market

https://morningstar.in/posts/53243/bond-analysts-must-keep-eye-stock-market.aspx

SiS Annual Report 2018-19 Highlights

https://biginvestorblog.com/2019/06/17/sis-annual-report-2018-19-highlights/

Weekly Readings -- Jun 25: Investments

Financial literacy vs. a fiduciary standard: which matters more?

https://abnormalreturns.com/2019/05/26/financial-literacy-vs-a-fiduciary-standard-which-matters-more/

The second

https://thereformedbroker.com/2019/05/28/crowds-2/

The valuations mirage

https://balablogsdotcom.wordpress.com/2019/06/19/valuation-established-large-companies/

John Neff's Investing Style

https://www.morningstar.in/posts/53267/investing-style-low-pe-investor.aspx

What Investors Can Learn From Buffett On Airlines

https://acquirersmultiple.com/2019/06/what-can-investors-learn-from-buffetts-pivot-on-airlines-as-an-investment/