Consistent Compounders

Short read: The war on Iran and the war on Anthropic

If there is anyone who knows a thing or two about the importance of societal institutions for a country’s prosperity, it is Daron Acemoglu who in 2024 won the Nobel Prize for his work on exactly this subject. In this article, he tears into how Trump through two of his decisions in the past week […]

Mar 09, 2026 . 3 MIN READ
Consistent Compounders

Like Mohammed Siraj, Rinku Singh’s father left too soon, his sacrifices never witnessed the fame they helped build

In a country where jobs are increasingly scarce even for well-educated graduates from middle class families, for youngsters from less affluent families the avenues for gainful employment are fewer still. In such a country, the IPL has been godsend for the children of the less affluent – it offers them a ticket to prosperity with […]

Mar 09, 2026 . 3 MIN READ
Consistent Compounders

Short read: Novartis settles with Henrietta Lacks’ estate over use of her ‘stolen’ cells to advance medicine

Henrietta Lacks’ tragic death did not stop her from leaving behind a legacy so profound and powerful that it changed medicine forever. Now, her family is ensuring that that legacy is remembered, celebrated and rewarded properly. Here in brief is her remarkable story: Henrietta “Lacks was a poor tobacco farmer from southern Virginia who married […]

Mar 09, 2026 . 3 MIN READ
Consistent Compounders

Long read: What Happens When Everything Can Be Bet On?

Predictions are hard, especially the ones about the future”, a quote often attributed to Niels Bohr, the Nobel winning physicist, was meant to suggest the futility of forecasting. Unless, if you can use the wisdom of crowds or even better inside information. Turns out, there is now a legitimate business that combines both and is […]

Mar 09, 2026 . 4 MIN READ
Consistent Compounders

Long read: The AI Disruption: From Doomsday Destruction to Do-Nothing Bots!

There’s been plenty of feedback, mostly criticism in the public domain of the doomsday report by Citrini research which shook the markets last week. Much of the criticism is by the way of the critics providing their own scenarios as more likely. Given how fast the space is evolving and most couldn’t have been predicted […]

Mar 09, 2026 . 5 MIN READ
Consistent Compounders

Long read: Can Israel Transfer Iron Dome and Iron Beam Tech to India?

Since finding itself bereft of international support during Operation Sindoor, the Government of India seems to have gone into an international overdrive to build friendships with other middle powers such as France, Canada and Israel. At least part of this outreach is with a view to acquire advanced weaponry of the sort Pakistan was able […]

Mar 09, 2026 . 5 MIN READ
Consistent Compounders

Short read: Inside the mind of Eileen Gu, Winter Olympics superstar — and so much more

Beyond AI, the changing world order with the ascent of China as a rival superpower to America is shaking up geopolitics and is now playing out in the sports arena too. The Winter Olympics doesn’t get great coverage here in India but its latest superstar Eileen Gu was at the receiving end of the American […]

Mar 02, 2026 . 3 MIN READ
Consistent Compounders

Short read: While corporate America stayed silent, a small wine importer risked his business to challenge Trump’s tariffs

In vibrant democracies, power – in both political and business life – is contested by rival constituencies every single day. It gives the rest of the world plenty of newsflow to cheer and jeer about but however ugly that might look, the financial returns that the world’s mightiest democracies produce can’t be matched by other […]

Mar 02, 2026 . 3 MIN READ
Consistent Compounders

Short read: Brad Pitt vs Tom Cruise? No, it’s AI-generated fight that raises replacement fears in Hollywood

In our forthcoming book, “Breakpoint” we have provided several case studies of how AI is disrupting careers which until a year ago were thought to be impervious to disruption eg. attractive young people who appear as models in advertisements, lighting experts who work in the film industry, film directors. Last week Bytedance introduced new AI […]

Mar 02, 2026 . 2 MIN READ
Consistent Compounders

Long read: How Korea’s President Turned Its Market Into the World’s Best Performer

When we talk about corporate governance issues in Indian companies with foreign investors, they say we look squeaky clean compared to our East Asian peers including the much-developed economies such as Japan and Korea. Indeed, it wasn’t until recently when the late Japanese PM Shinzo Abe drove corporate governance reforms, that attracted governance focused foreign […]

Mar 02, 2026 . 3 MIN READ
Consistent Compounders

Long read: THE 2028 GLOBAL INTELLIGENCE CRISIS

Earlier this week, global markets went into turmoil on the back of research from a little known research firm called Citrini in collaboration with Alap Shah, the CIO of an investment management firm. What did the research say that spooked the market? To begin with, the title: The 2028 Global Intelligence Crisis. Over the past […]

Mar 02, 2026 . 4 MIN READ
Consistent Compounders

Long read: Ideology and Ideological State Apparatuses by Althusser- Explained

Thanks to the detailed coverage of political and economic decisions of world leaders in this age of information overload, we are not only able to get multiple perspectives on their decisions but also study the reaction of voters to these decisions. As we do so, the most interesting aspect of what we see is that […]

Mar 02, 2026 . 4 MIN READ

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