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...
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...
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...
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...
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....
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...
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 &...
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...
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...