Three Longs & Three Shorts

Jul 2019
  • Long Read

    Published on 07 Jul, 2019


    Fast food chain Subway got too big and its franchisees paid a price

    Author: Tiffany Hsu & Rachel Abrams Source: New York Times (https://www.nytimes.com/2019/06/28/business/subway-franchisees.html) One of the first things we learnt when we started investing in India is that any business where barriers to entry...

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Jun 2019
  • Long Read

    Published on 30 Jun, 2019


    How modern life is transforming the human skeleton

    Author: Zaria Gorvett Source: BBC (http://www.bbc.com/future/story/20190610-how-modern-life-is-transforming-the-human-skeleton) The human body doesn’t cease to fascinate especially its malleability. For centuries, scientists believed that our...

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  • Long Read

    Published on 30 Jun, 2019


    For Men Who Hate Talking On The Phone, Games Keep Friendships Alive

    Author: Cecilia D’Anastasio Source: Kotaku (https://kotaku.com/for-men-who-hate-talking-on-the-phone-games-keep-frien-1835277944) Men spend way less talk time on the phone than women is no secret. This piece by Cecilia says why so and...

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  • Long Read

    Published on 30 Jun, 2019


    The best comic novel ever written?

    Author: Thomas Graham Source: BBC (http://www.bbc.com/culture/story/20190521-is-this-the-best-shaggy-dog-story-ever-written) Written in the middle of the 18th century by Lawrence Stern, an Anglican Parish priest who wanted to become famous, the...

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  • Short Read

    Published on 23 Jun, 2019


    How people keep their cool during summer in Churu, India’s hottest place

    For those who claim climate change is a myth, this summer’s global heatwave should have busted it without doubt. Last week, Kuwait recorded the world’s hottest temperatures with almost 63 degrees Celsius under direct sunlight. There are reports...

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  • Short Read

    Published on 23 Jun, 2019


    The promotion curse

    The Peter principle states that workers get promoted until they reach their level of incompetence. This week’s Bartleby column in The Economist, revisits this principle to show why promotions (often leading up to a managerial role from being a...

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  • Short Read

    Published on 23 Jun, 2019


    How a janitor at Frito-Lay invented Flamin’ Hot Cheetos

    Whilst POTUS pursues his wall building ambitions, here is a heart-warming story about how a first generation Mexican immigrant who dropped out of fourth grade, went on from being a janitor at Frito Lay to Vice President. A story of self belief and...

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  • Long Read

    Published on 23 Jun, 2019


    The Singular Pursuit of Comrade Bezos

    In our Consistent Compounders portfolio, we try and identify companies with significant competitive advantages to the extent that some of them are quasi monopolies except that much of the competitive edge is built on supreme efficiencies which keeps...

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  • Long Read

    Published on 23 Jun, 2019


    Scotland is on the front line in the fight against “cash deserts”

    In order to meet clients, we often have to travel to smaller towns in India with population below 1mn. One of the most noticeable things about these small towns is how much harder it has become in the last couple of years to get cash from ATMs....

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  • Long Read

    Published on 23 Jun, 2019


    How the Houston Astros Disrupted Player Development to Become the Model MLB Franchise

    In this article, authors Ben Lindbergh and Travis Sawchik, give a preview of their own book which describes the transformation of this baseball team from Houston from being one of the worst teams in the league to one the best. The book called “The...

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  • Long Read

    Published on 23 Jun, 2019


    Germany’s profitable automakers are being hit quicker than expected by the adoption of electric vehicles, diesel bans and the US-China trade war

    The car industry in Germany is being pounded on multiple fronts and its plight could well be a precursor of what might happen elsewhere in the world. The problems are coming from four directions: (a) In February, a federal court said that diesel car...

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