Rebalancing is Often Misunderstood Yet Necessary
Periodic rebalancing or re-alignment of the MeritorQ portfolio is as necessary as watering a plant periodically to help it grow – do it too often and the plant may rot; on the other hand, never do it and the plant dies. In MeritorQ we identify quality yet relatively undervalued companies (our newsletters Forensic Accounting Using Quant […]
My failings as an investor
Whilst the best learnings are from one’s own experience, it is never a bad idea to learn from reading about mistakes of others. Christine Benz is an authority in personal finance having researched and written about the subject for years. In this piece, she writes about her mistakes. Here’s two of them we find often […]
The Surprising Striver in the World’s Space Business
Last week, the Indian Space Research Organisation (ISRO or India’s NASA equivalent) launched its third lunar exploration mission with a lander and rover, expected to land near the lunar south pole end of next month. Such has been the progress in India’s rocket science over the decades, primarily driven by the government owned and funded […]
Meetings Are Mushrooming. Harsh Measures May Be Required
Most of us are guilty of either hosting or attending meaningless meetings in the office. Evidence is growing that meetings – whether in person or on videocall – are a killer of workplace productivity and morale. Shopify, the Canadian e-tailer, recently highlighted the perils of this phenomenon: “Earlier, the company axed recurring meetings of three or […]
‘This boy was born to be No 1’: the making of Carlos Alcaraz
It shouldn’t have surprised anyone that Carlos Alvaraz won at Wimbledon last Sunday. After all he was the top seed. However, the five-set win over the Novak Djokovic, arguably the front runner for the G.O.A.T (Greatest Of All Time) in tennis, has made the world see him in a totally different light – the beginning […]
Explained: Why news publishers across the world are suing Google – their biggest source of readers
Many affluent, well-educated people spend a lot of time fulminating about which direction politics is moving on. Specifically, are governments becoming more authoritarian? Are minorities being oppressed? Whilst angst of this sort is very noble, it ignores the fact that the key development of the past decade has been the rise of tech which gradually […]
Reshoring supply chains: What does it mean for investors?
Whilst plenty of journalists, executives & politicians talk about China+1, very few people have data to hand which gives them a sense of the sheer scale of the transformation that is taking place in global supply chains today. This article by three investors from Capital Group, the Los Angeles headquartered giant of active asset management, […]
How to Succeed in Business Like Taylor Swift
There are many celebrities who have demonstrated their business acumen and made millions, some even billions. But the stand out among them is 33yr old Taylor Swift, the American pop music icon, whose ongoing “Eras Tour” is expected to become the biggest concert tour of all time, likely turning out over $1bn in revenues. So […]
Messi v Ronaldo: can either of them claim to be the greatest?
In this video, the venerable Simon Kuper, a man who has been writing about European football from the time we were in school over 30 years ago, answers two of the most important questions of our time. Firstly, between Ronaldo and Messi, who is the greater player? Secondly, is one of these two the Greatest […]
Fitter and stronger: how India women are working towards getting better
In any sphere of life, as the financial stakes go up, competition intensifies and the ‘ask’ for elite performers ramps up. Women’s cricket is currently going through a rapid phase of financialisation – courtesy the megabucks Indian women’s cricket is injecting into the global game – with the result being a sharp improvement in fitness […]
Why Nvidia Keeps Winning: The Rise of an AI Giant
Whilst we continue to learn more about AI – the hype vs reality, the biggest beneficiary of the AI narrative has been Nvidia, the world’s largest maker of GPUs – chips used for graphics and gaming and now expected to supply majority of the chips used for AI. Nvidia has quadrupled in market cap in […]
How to do Great Work
Paul Graham is an entrepreneur turned venture capitalist best known for founding the startup accelerator Y Combinator. But more recently known for his insightful essays such as this one on how to do Great Work, relevant for the young and the old alike. “The first step is to decide what to work on. The work […]
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