Great Web Links
Wednesday, 18 August 2021
The Four Pillars of Future Business ~ Megatrends in the Making
“The only function of economic forecasting is to make astrology look respectable” said John Kenneth Galbraith. And he was right. One of the ...
Thursday, 12 August 2021
WEEKEND READING 1. Focus only for four hours a day You almost certainly can't consistently do the kind of work that demands serious me...
Tuesday, 10 August 2021
Hitesh's Blog : How do we position ourselves in the current market?
The small and midcaps index has been under pressure since the past few days especially after the nifty crossed the strong resistance of 1600...
ET NOW: Key themes for the long term
Will write a more detailed blog on this shortly.
Thursday, 5 August 2021
WEEKEND READING 1. Ray Dalio on Chinese state capitalism To understand what’s going on you need to understand that China is a state capita...
Thursday, 29 July 2021
Reading across disciplines is one of the best ways to improve our investment acumen. Here is a summary of some of the best articles I read t...
Tuesday, 27 July 2021
Discounting DCF - Why DCF fails most of the time in valuing companies
This post was triggered by a valuation of Zomato. It came as a WhatsApp forward and I laughed out loud when I saw it. I have been a skeptic ...
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