Consistent Compounders

Long read: War in space is no longer science fiction

In the recent past, we have featured a few pieces on the emergence of space-tech, more in the context of investment opportunities related to innovation in the world of space exploration. Of course, the likes of SpaceX by Elon Musk and Blue Origin by Jeff Bezos are now well-known private companies with heavy investments in […]

Mar 18 . 4 MIN READ
Consistent Compounders

Long read: Chennai startup finds a solution for ‘overqualified housewives’. No more motherhood penalty

Nobel Laureate Claudia Goldin famously identified the ‘motherhood penalty’ i.e. the price women pay (in terms of compensation foregone) for having a child. She wrote, “Women earn less than men, and that is especially true of mothers relative to fathers. Much of the widening occurs after family formation when mothers reduce their hours of work.” (Source: https://www.nber.org/papers/w30323) “According […]

Mar 18 . 4 MIN READ
Consistent Compounders

1. Long read: Disappearing tongues: the endangered language crisis

As many Indians know, language evokes intense emotions in many parts of India. What most of us might not know is, “At present, about half of all languages are spoken by communities of 10,000 or fewer, and hundreds have just 10 speakers or fewer. On every continent, the median number of speakers for a language is […]

Mar 18 . 5 MIN READ
Consistent Compounders

The Rise of the Woman Voter Has Big Investment Implications

  Amongst registered Indian voters, more women today are voting than men. The rise in women’s active participation in politics (despite lower representation in Parliament) is a culmination of greater access to information and to business opportunities and greater availability of free time. All of these have been, in part, facilitated by positive policy changes. […]

Mar 15 . 11 MIN READ
Consistent Compounders

Short read: Why you should never retire

The FIRE movement, standing for ’Financial Independence, Retire Early’ has become popular across the world. Whilst financial independence truly gives you freedom to pursue your passions or ideas even if they were not financially rewarding, retiring early could have its own problems. Of course, one is not talking about retiring from jobs or careers you […]

Mar 11 . 3 MIN READ
Consistent Compounders

Short read: How Ameen Sayani Helped Unite the Soul of India

India’s most famous RJ, the iconic Ameen Sayani, passed away on 20th February at the age of 91 after living a life that most of us would envy. The Wikipedia page on this remarkable man says, “Ameen Sayani was born on 21 December 1932 into a Gujarati Muslim Khoja Ismaili family in Bombay (now Mumbai). His parents […]

Mar 11 . 3 MIN READ
Consistent Compounders

Long read: Cost of Capital and Capital Allocation – Investment in the Era of “Easy Money”

For many of us, Michael Mauboussin remains a crucial bridge between theory and practice, with his books and essays all drawn from his background that straddles academics and industry (he has been a finance Professor Columbia Business School and a highly regarded strategist on Wall Street). This paper is no different. It begins like: “There is […]

Mar 11 . 3 MIN READ
Consistent Compounders

Long read: In Assam’s Majuli, Climate Crisis Threatens Indigenous Craft Of Boat-Making

Majuli is a 500 square km island in the middle of the Brahmaputra river in Assam. It is the world’s largest river island, home to 170K people and is renowned for its tribal and neo-Vaishnavite sub-culture. Now, however the island is grappling with severe climate change related issues. Bikash Bhattacharya’s article focuses on a specific […]

Mar 11 . 6 MIN READ
Consistent Compounders

Long read: IISc deep tech startups are pushing India into elite league. Baby firms with big ambitions

For several years now, there has been much angst in India that the venture capital ecosystem in the country does little more than finance pizza delivery apps. As entrepreneurial verve seeps deep into the pores of Indian society, that is changing and at the vanguard of change is India’s number 1 university, the Indian Institute […]

Mar 11 . 5 MIN READ
Consistent Compounders

Rich rewards from Investing in Quality during the Toughest Phase

Long periods of outperformance by quality firms are often characterized by intermittent periods of severe underperformance – something that has been unavoidable by even the likes of Warren Buffet. Such underperformance was especially prominent during three instances (first half of 1970s, Mar’99-Aug’00 & Nov’04-Apr’06) wherein Berkshire Hathaway’s underperformance was in high double digits even as […]

Mar 08 . 9 MIN READ
Consistent Compounders

Short read: How to benefit from the conversations you have at work

Communication skills is perhaps the most common feature in most job descriptions when firms recruit. However, there are nuances to effective communication beyond being a persuasive presenter that this article focuses on. “In a paper published in 2015, Kyle Brink of Western Michigan University and Robert Costigan of St John Fisher College found that 76% […]

Mar 04 . 2 MIN READ
Consistent Compounders

Short read: Express Impact: Children swim across river to school, court asks Madhya Pradesh govt to finish bridge

In the drawing rooms of the affluent in urban India, we celebrate the heavy infra buildout which urban India has experienced over the past decade. And, when the mood takes us in Mumbai, we take our car for a spin on Atal Setu even as we look forward to using one of the many metro […]

Mar 04 . 2 MIN READ

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