Blogs

COVID-19 and the Proliferation of Junk Science

Published on 25 Jan, 2021

COVID-19 and the Proliferation of Junk Science

Over the past year a plethora of strategies to combat COVID-19 were put into action. However very few of these strategies were backed by publicly...

What Investors Can Learn From Rahul Dravid

Published on 20 Jan, 2021

What Investors Can Learn From Rahul Dravid

More than any other cricketer, Rahul Dravid’s career has plenty of lessons for the rest of us regarding the power of mental conditioning and...

The Best of 2020

Published on 29 Dec, 2020

The Best of 2020

The Best of 2020 2020 has been such a remarkable year that it is now considered cliched to use the word ‘unprecedented’ to describe it. All of us...

AI and the Phantom Worker: The Story That They Never Told You

Published on 23 Dec, 2020

AI and the Phantom Worker: The Story That They Never Told You

The popular idea that Artificial Intelligence (AI) and robotization leads to unemployment is simply not supported by data. Data for the last 10-20...

Do Brands Really Matter?

Published on 26 Nov, 2020

Do Brands Really Matter?

“For an incumbent to enjoy competitive advantages on the demand side of the market, it must have access to customers that rivals cannot match....

Deglobalization: The ultimate ‘fake news’ story

Published on 06 Nov, 2020

Deglobalization: The ultimate ‘fake news’ story

It has become fashionable to say that we are in the age of de-globalization driven by hyper-nationalist politicians. Thankfully, the data simply does...

How CAPM has hurt a Generation of Indian Investors

Published on 28 Oct, 2020

How CAPM has hurt a Generation of Indian Investors

The Capital Asset Pricing Model clearly does not work in India – neither in theory nor in practice – because in the Indian market, risk &...

A Century of Rapid Recoveries in Consumption

Published on 21 Oct, 2020

A Century of Rapid Recoveries in Consumption

Whenever the economy is hit by a mega-crisis, consumption proves to be far more robust than most people expect it to be. Furthermore, financially...

Five Non-Finance Books That Investors Will Enjoy

Published on 23 Sep, 2020

Five Non-Finance Books That Investors Will Enjoy

We spent two years reading extensively before we published the “The Victory Project”. The books which led to “The Victory Project” are the...

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