Consistent Compounders

Adm. McRaven Urges Graduates to Find Courage to Change the World

As a start-up, we run into people every now and then who try to use their muscle to put us in our place. In the narrow context of our lives and in the broader context of the world we live in, we loved this commencement speech given by US Navy veteran, Admiral McRaven (ninth commander […]

Dec 02 . 4 MIN READ
Consistent Compounders

System level thinkers

Published on: 2 Dec, 2018 The intellectual legacies of four titans show that the smartest thinkers of every epoch are able to understand how the economic system works in its entirety whilst most of the rest of us only understand the world at an episodic and literal level. “Truly radical “Machiavellianism”, in the popular sense […]

Dec 02 . 5 MIN READ
Consistent Compounders

Weak EPS growth and strong GDP growth can coexist

Published on: 28 Nov, 2018 There is needless angst in India about EPS growth staying weak even as the economy grows at 7%. Such a phenomenon is actually a good thing for the Indian economy – it highlights a shift to a more competitive, pro-consumer paradigm which sets the stage for efficiency improvements in the […]

Nov 28 . 7 MIN READ
Consistent Compounders

Momentum Investing: It Works, But Why?

From the time we entered the stockmarket, all of us have been taught that “if everyone knows that the stock is a BUY then that info is fully factored in the stock price and you can’t make money”. But if that is the case then how is that “momentum investing – which is betting that the […]

Nov 25 . 2 MIN READ
Consistent Compounders

Proxy resignation service helps Japan’s dutiful workers to quit dead end jobs

Have you been in a situation where you desperately want to quit a job but you don’t quite have it in you to tell your employer? Well, the Japanese have figured out a solution to this problem. In Japan, all you have to do is call a proxy resignation service, tell them you want to […]

Nov 25 . 1 MIN READ
Consistent Compounders

A visit to North Sentinel island: ‘Please, please, please, let us not destroy this last haven’

In light of this week’s news of the killing of an American man in the North Sentinel Island of the Andaman’s by an isolated tribe, this book excerpt on Scroll.in is a fascinating read on what remains one of the last bunch of humans completely isolated from the rest of humanity and how very little is known […]

Nov 25 . 2 MIN READ
Consistent Compounders

The future of war

This article provides a riveting insight just how high tech war has already become and how frighteningly sophisticated it is about to become. At the vanguard of this revolution in fighting are, as expected, USA and China, both of whom seem to be preparing for World War III. With America intent upon using India as […]

Nov 25 . 3 MIN READ
Consistent Compounders

The plastic backlash: what’s behind our sudden rage – and will it make a difference?

Plastic is the main background material of modern material life. “You might be surprised to learn, for instance, that today’s cars and planes are, by volume, about 50% plastic. More clothing is made out of polyester and nylon, both plastics, than cotton or wool. Plastic is also used in minute quantities as an adhesive to seal […]

Nov 25 . 3 MIN READ
Consistent Compounders

Have we hit Peak Finance

Published on: 19 Nov, 2018 The combination of a rising fiscal deficit & tighter monetary policy in the US is pushing the world’s risk free rate upwards thus reversing a 40-year trend of money become ever cheaper. Alongside adverse developments in global trade and politics, this could change the way we think about risk-reward tradeoffs. […]

Nov 19 . 5 MIN READ
Consistent Compounders

Why Amazon’s Search for a Second Headquarters Backfired

Amazon’s much publicised hunt for its second headquarters (HQ2) seems to be drawing some negative PR given the disclosures around how much of taxpayers’ money politicians are willing to fork out as incentives. “Each year, local politicians spend up to an estimated $90 billion to lure corporations like Amazon to their states, which The Atlantic points […]

Nov 18 . 2 MIN READ
Consistent Compounders

Banks race to launch blockchain trade platforms

“When Texas-based Tricon Energy wanted to buy Polymers from India’s Reliance Energy, the two companies avoided the usual rigmarole of phone calls, couriered documents and emails by logging into a new Blockchain system called Voltron. Within minutes they had completed negotiations of the terms of the sale and then secured a letter of credit and […]

Nov 18 . 1 MIN READ
Consistent Compounders

Humanity’s calling card is the destruction of our planet

Last week China controversially reinstated the trade in rhino horns. In fact, the Chinese Government decided that it is alright once again to use and trade rhino and tiger parts. Globally, there are 30,000 rhinos and 4,000 tigers in the wild. China seems to be implicitly telling the world “we need these beasts for traditional […]

Nov 18 . 1 MIN READ

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