In the wake of growing concerns from the rise of the ‘Big corporate’, two weeks ago, an American corporate lobby comprised of CEOs of some of the largest corporates pledged to look beyond just shareholder interests and instead become inclusive in terms of taking care of customers, employees, vendors and the society at large. Perhaps, an appropriate […]
Richard Seymour has written a superb essay on the destructive powers of social media networks. Such is the power of the “network effects” and such is attraction of the approbation of others that millions of us are spending hours each day writing on social media. In return what are we getting: “In a form of mass […]
Published on: 5 September, 2019 Like investors, investigative journalists are paid to uncover undiscovered facts and perspectives. The best investigative journalists have the mental agility to deal with complexity & detail alongside the courage to acknowledge unpleasant realities. We seek to learn from four outstanding investigative writers – Steve Coll, Robert Caro, Ram Guha and […]
Last Sunday was yet another super Sunday for sport. India got its latest world champion in PV Sindhu who finally came won the World Badminton Championships after agonisingly coming second best in the previous two editions. Then Ben Stokes single-handedly pulled off a miraculous victory to keep the English in contention for the Ashes. Finally, […]
Most of the press around autonomous vehicles focuses on cars and yet it is in trucking that the most commercially viable advances in autonomous driving are being made. Last week we learnt that: “The self-driving freight truck startup TuSimple has been carrying mail across the state of Arizona for several weeks. UPS announced on Thursday […]
My colleagues Saurabh Mukherjea and Rakshit Ranjan co-authored a book titled Coffee Can Investing with a subtitle – “The Low Risk Road to Stupendous Wealth”. In this blog, Justin Carbonneau of Validea brings out a similar essence from the book High Returns from Low Risk: A Remarkable Stock Market Paradox, authored by Robeco fund managers […]
In his refreshingly positive book Factfulness, Dr Hans Rosling talked about how people across the world are living longer with average life expectancy globally now at 72yrs rising up form 60yrs in 1973. This trend was true for the United States as well until recently when it has started to decline. It turns out that […]
Last three years have seen Elon Musk’s public perception slide from an iconoclast solving the world’s problems to borderline unhinged as his critics rise in number and intensity. Indeed, there is a common hashtag his critics use on Twitter – #TSLAQ with the first four letters being Tesla’s ticker symbol and the Q at the […]
The author is yet another high-quality writer from the Ritholtz stable and he has produced a really interesting piece of how trading, like other aspects of life, has gradually become an arms race. He begins by using Darwin’s theory of evolution to lay out the basic concept: “Darwin is in the Galápagos Islands when he […]
Marcellus’ Consistent Compounders portfolio has shown resilience since inception in 2018. This resilience is not uncommon for share prices of great companies. Over the past 2 decades, in stock market crashes,stocks like Asian Paints and HDFC Bank have, more often than not, delivered positive and healthy returns.More importantly, in the few instances that these stocks […]
Published on: 31 August, 2019 Once a new technology rolls over you, if you’re not part of the steamroller, you’re part of the road – Stewart Brand, American Writer. In a few days from now, on September 7th, 2019, the Indian Space Research Organisation (ISRO) is expected to land the Chandrayaan-2 on the Moon, joining […]
Published on: 27 August, 2019 The Marwari community serves as a case study of durable and extensive collaboration without the need for a dominant leader to oversee such an endeavour. This sort of community-based collaboration provides richer insights than B-School paradigms into why some teams succeed and others fail. “…read the sub-text and you […]
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