Consistent Compounders

The fight to save India’s most elusive cat

Crazy as it sounds but even today in a country inhabited by 1.4 billion people, there are some wild animals in India about whom Indian zoologists, biologists and conservationists know very little. The fishing cat is one of them. In the words of a biologist Murthy Kantimahanti  who has tracked these cats, here’s how it […]

May 09, 2021 . 4 MIN READ
Consistent Compounders

Why we can’t outsource social change to advertisers

Often our celebrities whether movie stars or sportsmen are accused of being silent if not indifferent on social issues and not using their popularity to drive social change. Every now and then, there’s a rare movie or a commercial that comes with a social message, perhaps to gain mass appeal in the first place. Hence, […]

May 09, 2021 . 4 MIN READ
Consistent Compounders

The Grim Secret of Nordic Happiness

This year’s Oscar for the Best International Feature Film went to a Danish movie called ‘Another Round’ (with a brilliant soundtrack), a movie about drinking and its effect on social and professional performance and happiness in general. Denmark and the Nordic countries in general have been known for their drinking culture and being the happiest […]

May 09, 2021 . 4 MIN READ
Consistent Compounders

The elusive search for goat number 3

Some concepts of investing may sound cliched but remain timelessly effective and hence need to be reiterated and reinforced repeatedly. If it comes with a nice narrative with analogies, it becomes even more effective in driving home the point. Here’s one such piece about market timing or rather the futility of it, by Arun Kumar, the […]

May 09, 2021 . 2 MIN READ
Consistent Compounders

‘The Pandemic Is a Prisoner’s Dilemma Game’

This is a slightly dated article from December 2020 when the vaccination drive across the world had just about started but relevant for a country like India which is feeling the desperate need for vaccinating her people as quickly as possible as tha pandemic rages across the country. The article features research about behavioural aspects […]

May 09, 2021 . 4 MIN READ
Consistent Compounders

Charlie Munger: 2021 Daily Journal Annual Meeting Transcript

Charlie Munger is, amongst other things, the Chairman of the Daily Journal and in this capacity he presides over its Annual General Management (AGM). Whilst we aren’t shareholders in this American firm, the AGM gives Mr Munger a pulpit from which he can expound his views on the world at large. We have listed below […]

May 09, 2021 . 6 MIN READ
Consistent Compounders

Little Champs: Spotlighting Fine Organic Industries Limited

This month we place the spotlight on Fine Organic Industries Limited, by far the largest producer of oleo-chemical based food, polymer and certain special additives in India and amongst the leading players globally. Additives are ubiquitous and used in very small quantities (typically constitute <1% of the molecular weight of the end product) but lend […]

May 08, 2021 . 10 MIN READ
Consistent Compounders

The Golden Age of Fraud is Upon Us

As the world’s largest economy enters a purple patch in terms of economic growth, corporate profits and financial markets and the rest of the world likely gets a slice of this prosperity, here’s a timely reminder from Ben Carlson about how these are exactly the sort of conditions for financial frauds to prevail. Ben studies […]

May 02, 2021 . 3 MIN READ
Consistent Compounders

Flu Has Disappeared Wordlwide during the COVID Pandmic

Whilst the Covid pandemic rages on, data shows that the incidences of the common flu or influenza have dropped dramatically.“The U.S. saw about 600 deaths from influenza during the 2020-2021 flu season. In comparison, the Centers for Disease Control and Prevention estimated there were roughly 22,000 deaths in the prior season and 34,000 two seasons […]

May 02, 2021 . 2 MIN READ
Consistent Compounders

Smells like team spirit: Getting ‘art’ out of artificial intelligence

In this piece for The Mint, Jaspreet Bindra invokes ‘the 27 club’ referring to a whole class of great musicians who coincidentally all died at the age of 27- the likes of Jimi Hendrix, Jim Morrison, Janis Joplin and most recently Amy Winehouse, mostly to alcohol or drug overdose. But the piece is about the […]

May 02, 2021 . 3 MIN READ
Consistent Compounders

In Praise of Bitcoin

Many of us who prefer to look at things from a fundamental perspective have been natural skeptics of Bitcoin or Cyrptocurrencies in general. We look for cashflows or utility value that can help guide a fundamental basis to value an asset and therefore struggle to come to grips with crypto. Here’s a piece from one […]

May 02, 2021 . 4 MIN READ
Consistent Compounders

There’s a Name for the Blah You’re Feeling: It’s Called Languishing

Have you felt mentally fatigued as India has battled with the monster second wave of Covid? Are you struggling to find energy to do the things you used to love to do even through last year’s lockdown? Are you watching movies or cricket matches that you actually don’t have any real interest in watching? Adam […]

May 02, 2021 . 4 MIN READ

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