You Can Stop Cleaning Your Mail Now
As our first long read this week says, our understanding of the Coronavirus has been only gradually improving through this pandemic. One of the new findings seem to be the relatively low probability of surfaces (door knobs, railings, delivery packages, etc) as a source of infection. Derek Thompson, in this piece in the Atlantic talks […]
The Age of Mass Surveillance Will Not Last Forever
Last week, we featured a piece on the geo-political implications of the business of the internet and how data is at the centre of Cold War 2.0. This piece by none other than Edward Snowden, the CIA analyst who blew the whistle on how the state was using the internet to spy on its own citizens. Snowden […]
Google’s Top Search Result? Surprise ! It’s Google
Last week, we featured a piece on how Jio is likely to achieve what no other telecom operator in the world has managed to – creating a layer of profitable services on top of the network access, the primary means of relationship with the subscriber. This article in The Markup with some interesting graphics shows […]
Market twists and turns, unraveled
Peter Oppenheimer, Goldman Sachs’ chief global equity strategist, has published a new book. Titled “The Long Good Buy”, the book looks at bull markets and their denouement in the US and in the UK over the past 300 years. Oppenheimer’s book “…describes multiple types of bull and bear markets, including cyclical, event-driven, structural and even non-trending.” […]
The Long Game of Coronavirus Research
If you are one of those who believes that a Coronavirus vaccine is just around the corner, you need to read this piece: “In 1984, President Reagan’s Health and Human Services Secretary, Margaret Heckler, said, “We hope to have a vaccine ready for testing in about two years.” Almost four decades later, there is still no […]
Importance of Lethargy Tests in Consistent Compounding
Consistent compounding requires focus and discipline over long periods of time. However, just like assembly line workers in a manufacturing process may find themselves bored by the repetitive nature of their work; consistent compounders also run the risk of boredom / fatigue / complacency in the long run. This can then lead to mistakes cause […]
Introducing Kings of Capital – our financial sector PMS
Over the past decade, India’s Financial Services sector has been hammered by demonetisation, the ILFS crisis, Yes Bank’s collapse and now the Covid crisis putting extreme pressure on weak lenders. However, history shows that investing in high quality financial stocks during a crisis proves to be highly rewarding. The key objective of our “Kings of […]
A Masterclass In Leadership: The Last Dance
Our readers have been on a roll sending us super interesting stuff to read. Many thanks and please keep them coming. This one is in response to a piece in the FT we featured a few weeks ago on the must watch Netflix documentary “The Last Dance” – about the Chicago Bulls’ dream run through […]
The Role of Cognitive Dissonance in the Pandemic
In last week’s 3L&3S we featured a piece about “Why facts don’t change our minds?”. One of our readers responded to that piece with this one which kind of steps back and attributes it to the aspect of cognitive dissonance. This piece is by Elliott Aronson and Carol Travis, who are social psychologists and authors […]
India, Jio, and the Four Internets
Ben Thompson is one of the more insightful commentators on the strategy aspects of technology. In this piece, he highlights how Jio Platforms is likely to achieve something that no telecom operator in the world has managed to i.e, adding a layer of profitable services to better monetise its high cost network infrastructure. More importantly, […]
Why Remote Work Is So Hard – and How It Can Be Fixed
We have been featuring quite a few pieces on Working From Home (WFH) for it affects most of us in a meaningful way and looks likely to stay this way for a while. Earlier this month, we featured a piece on the long unhappy history of WFH.As a response to that, one of our readers shared […]
Racist issues continue in South Africa cricket 29 years after readmission
For those of us who came of age in the 1990s, the liberation of South Africa from apartheid was probably the most inspiring event of that decade. Reading Nelson Mandela moving biography – ‘The Long Walk to Freedom’ – and then visiting the Robben Island prison where the great man was incarcerated for over three […]
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