Three Longs & Three Shorts

Jul 2019

Week 4
Week 3
Week 2
Week 1

Short Read

Published on 28 Jul, 2019

Instagram Turns Obscure U.S. Sights Into Social-Medi...

Author: Jim Carlton Source: The Wall Street Journal...

Published on 28 Jul, 2019

Like fossil fuel in the ground, customer data may so...

Author: John Naughton Source: The Guardian...

Published on 28 Jul, 2019

Save on Drug Costs! Ditch Useless Pills !

Author: Faye Flam Source: Bloomberg...

Long Read

Published on 28 Jul, 2019

An economist walks into a brothel and comes back wit...

Author: Allison Schrager Source: The Scroll...

Published on 28 Jul, 2019

Isaav Asimov Asks, “How Do People Get New Ideas?

Author: Isaac Asimov Source: MIT Technology Review...

Published on 28 Jul, 2019

How To Use Technology And Not Be Used By It: A Psych...

Author: Margaret Morris Source: Fivebooks.com (https://fivebooks.com/best-books/how-to-use-technology-margaret-morris/)...

Short Read

Published on 21 Jul, 2019

The Generosity Of True Sportsmen

Author: Rohit Brijnath Source: The Mint...

Published on 21 Jul, 2019

Elon Musk wants to link brains directly to machines

Author: The Economist Correspondent Source: The Economist...

Published on 21 Jul, 2019

Singapore Sends an Alert to the Investing World

Author: Andy Mukherjee Source: Bloomberg...

Long Read

Published on 21 Jul, 2019

How Norway turns criminals into good neighbours

Author: BBC Correspondent Source: BBC (https://www.bbc.com/news/stories-48885846) It is no surprise that Scandinavian...

Published on 21 Jul, 2019

‘I couldn’t handle being the best becaus...

Author: Annesha Ghosh Source: The Cricket Monthly...

Published on 21 Jul, 2019

Martina Navratilova on Megan Rapinoe and the Traject...

Author: Masha Gessen Source: New Yorker...

Short Read

Published on 14 Jul, 2019

Hedge Funds Are Tracking Private Jets to Find the Ne...

Author: Justin Bachman Source: Bloomberg...

Published on 14 Jul, 2019

Going The Distance

Author: Guy Vidra Source: Collaborative Fund (https://www.collaborativefund.com/blog/going-the-distance/) In 3L-3S, we...

Published on 14 Jul, 2019

China and new tech generation shake old notions of g...

Author: John Gapper Source: FT (https://www.ft.com/content/4ba8c746-7bc4-11e9-8b5c-33d0560f039c) Only 22% of Searches...

Long Read

Published on 14 Jul, 2019

Generalise, don’t specialise: why focusing too...

Author: David Epstein Source: The Guardian...

Published on 14 Jul, 2019

Your Professional Decline Is Coming (Much) Sooner Th...

Author: Arthur C Brooks Source: The Atlantic...

Published on 14 Jul, 2019

How Football Leaks Is Exposing Corruption in Europea...

Author: Sam Knight Source: New Yorker...

Short Read

Published on 07 Jul, 2019

The special role of arts in the day and age of machines

Author: Kapil Viswanathan, Sangita Jindal Source: Live Mint (https://www.livemint.com/opinion) Art has witnessed the...

Published on 07 Jul, 2019

Auto-driver to IIM case study: Pyare Khan’s journey ...

Vivek Deshpande has beautifully captured the story of Pyare Khan’s hard work, determination and his growth as well as...

Published on 07 Jul, 2019

Should You Take the Annunity or the Lump Sum?

Author: Nick Maggiulli Source: Of Dollars and Data...

Long Read

Published on 07 Jul, 2019

How Costco gained a cult following — by breaking eve...

Author: Zachary Crockett Source: The Hustle (https://thehustle.co/costco-membership-economics) CEOs and management...

Published on 07 Jul, 2019

Sikh drivers are transforming U.S. trucking. Take a ...

Author: Jaweed Kaleem Source: LA Times...

Published on 07 Jul, 2019

Fast food chain Subway got too big and its franchise...

Author: Tiffany Hsu & Rachel Abrams Source: New York Times...

Jun 2019

Week 5
Week 4
Week 3
Week 1

Long Read

Published on 30 Jun, 2019

How modern life is transforming the human skeleton

Author: Zaria Gorvett Source: BBC...

Published on 30 Jun, 2019

For Men Who Hate Talking On The Phone, Games Keep Fr...

Author: Cecilia D’Anastasio Source: Kotaku...

Published on 30 Jun, 2019

The best comic novel ever written?

Author: Thomas Graham Source: BBC...

Short Read

Published on 23 Jun, 2019

How people keep their cool during summer in Churu, I...

For those who claim climate change is a myth, this summer’s global heatwave should have busted it without doubt. Last...

Published on 23 Jun, 2019

The promotion curse

The Peter principle states that workers get promoted until they reach their level of incompetence. This week’s...

Published on 23 Jun, 2019

How a janitor at Frito-Lay invented Flamin’ Hot Cheetos

Whilst POTUS pursues his wall building ambitions, here is a heart-warming story about how a first generation Mexican...

Long Read

Published on 23 Jun, 2019

The Singular Pursuit of Comrade Bezos

In our Consistent Compounders portfolio, we try and identify companies with significant competitive advantages to the...

Published on 23 Jun, 2019

Scotland is on the front line in the fight against “...

In order to meet clients, we often have to travel to smaller towns in India with population below 1mn. One of the most...

Published on 23 Jun, 2019

How the Houston Astros Disrupted Player Development ...

In this article, authors Ben Lindbergh and Travis Sawchik, give a preview of their own book which describes the...

Published on 23 Jun, 2019

Germany’s profitable automakers are being hit quicke...

The car industry in Germany is being pounded on multiple fronts and its plight could well be a precursor of what might...

Short Read

Published on 16 Jun, 2019

People are sick of drinking. Investors are betting o...

Last year, Coca-Cola launched its first alcoholic beverage in Japan partly to make up for the dwindling sales as the...

Published on 16 Jun, 2019

Meet the Money Whisperer to the Super-Rich N.B.A. Elite

It is often said that likelier route to achieving financial independence is not so much in generating superlative...

Published on 16 Jun, 2019

The restaurant owner who asked for 1-star Yelp reviews

Steve Jobs is known to have trashed any market research as he staunchly believed that customers seldom know what they...

Published on 16 Jun, 2019

How Data (and Some Breathtaking Soccer) Brought Live...

As everyone now knows, Liverpool are once again the football champions of Europe. But what you might know is the role...

Long Read

Published on 16 Jun, 2019

Does reading fiction make us better people?

In our blogs we often discuss the impact of reading extensively on the human mind...

Published on 16 Jun, 2019

Josh and Barry Tweet Like Crazy: Are They Revolution...

New York–based investment advisory firm Ritholtz Wealth Management is famous for its outstanding blogs and for Ben...

Short Read

Published on 06 Jun, 2019

Influencer grannies are a lesson in how to reinvent ...

Utkarsh Amitabh in his succinct post talks about the need for everyone to keep evolving to stay relevant in the current...

Published on 06 Jun, 2019

Why Tracking Your Symptoms Can Make You Feel Worse

Elena Lacey at WIRED cites some research studies to show how tracking your symptoms actually makes you feel worse than...

Published on 06 Jun, 2019

If Akbar and Ibrahim II had met, they would have lik...

This conversation between two of India’s best historians who are currently in circulation – William Dalrymple and...

Long Read

Published on 06 Jun, 2019

Why Doctors Hate Their Computers

IT systems in large enterprises often cause as much anguish among the users whose lives these very systems were created...

Published on 06 Jun, 2019

Beyond the Hype of Lab-Grown Diamonds

Diamonds were formed deep inside the bowels of Planet Earth billions of years ago. “As the edges of Earth’s...

Published on 06 Jun, 2019

Return on Capital Super Heroes

American fund manager, Tom Machperson of Nintai Partners, highlights something that many of us who manage money know...

May 2019

Week 2
Week 1

Short Read

Published on 12 May, 2019

Why radical transparency about salaries can pay off

The iconoclastic hedge fund manager, Ray Dalio of Bridgewater Associates emphasised about ‘radical transparency’ in...

Published on 12 May, 2019

Dear school leavers, don’t believe all the stories t...

In his latest blog, my colleague Saurabh Mukherjea writes about “The Tussle Between What we “Should do” &...

Published on 12 May, 2019

Could the single engine driving India crash? Yes, if...

It was about time someone brought the ‘middle income trap’ risk back to the front and centre of the discourse on...

Long Read

Published on 12 May, 2019

Kidnapping – A Very Efficient Business

This unusual and interesting article is a review of two books on kidnapping. These books are ‘We Want to Negotiate:...

Published on 12 May, 2019

The Truth about Dentistry

Millions of people dread sitting in the dentist’s chair and most of them can’t bear the sound of the dentist’s...

Published on 12 May, 2019

Vanguard Patented a Way to Avoid Taxes on Mutual Funds

Vanguard, the world’s second largest fund management house, continues to astound. Not contend with becoming a giant...

Short Read

Published on 05 May, 2019

Avoiding Stupidity is Easier than Seeking Brilliance

Farnam Street’s reiteration of its 2014 blog about a concept that we encounter everyday in our interactions with...

Published on 05 May, 2019

China’s ‘Debt Diplomacy’ Is a Misnomer. Call It ‘Cro...

Twin pieces with the latter cross-referencing the former, together summarising the point that China’s Belt and Road...

Published on 05 May, 2019

Political good girls are losing the battle

This FT article explains how our gender stereotypes influence women to think about the most appropriate course of...

Long Read

Published on 05 May, 2019

Progressive Capitalism Is Not an Oxymoron

A brilliantly articulated and constructive piece from the Nobel winning economist Joseph Stiglitz, in conversation with...

Published on 05 May, 2019

How the Kleiner Perkins Empire Fell

Once the home of rockstar VCs such as Vinod Khosla this Fortune article contends that legendary VC firm, Kleiner...

Published on 05 May, 2019

You played yourself

Insightful as ever, Morgan Housel takes us on a tour of the lesser known – but just as deadly – behavioural finance...

Apr 2019

Week 4
Week 3
Week 2
Week 1

Short Read

Published on 28 Apr, 2019

Big Tech’s Invasion of Banking

Much is being written about disruptions in banking from fintech. Yet this piece suggests that the traditional banks...

Published on 28 Apr, 2019

How to reduce digital distractions: advice from medi...

Most smartphone users can barely read a 1000 word essay without getting distracted or switching the screen a few times....

Published on 28 Apr, 2019

How to Identify Talent: Five Lessons from the NFL Draft

From our (limited) knowledge of American Football we know that the quarterback is the key player (filling the role of a...

Published on 28 Apr, 2019

Having Kids Is Terrible for Women’s Earning Power

This article quantifies what many of us have seen happening in our lives (or in the lives of our better halves). “At...

Published on 28 Apr, 2019

Netanyauism is Winning in Israel – and Globally

20 years ago for many non-Israelis, Israel looked like a strange country – a country created from the ravages of...

Published on 28 Apr, 2019

Elite men and inequality in the hedge fund industry

Megan Tobias Neely, a Postdoctoral Fellow at the Clayman Institute for Gender Research at Stanford University, tries to...

Long Read

Published on 28 Apr, 2019

Driving? The Kids Are So Over It

Last week, we wrote about the disruptions caused by the millenials’ changing attitude towards real estate ownership...

Published on 28 Apr, 2019

How Darwin Though: The Golden Rule of Thinking

Charlie Munger had said in 1986 that there is a reason why Charles Darwin achieved extraordinary things without an...

Published on 28 Apr, 2019

Traveling With Tagore

Ram Guha, himself a giant amongst contemporary scholars, makes a case for seeing Rabindranath Tagore as one of the...

Published on 28 Apr, 2019

How to Think About Taxing and Spending Like a Swede

Monica Prasad, a professor of sociology at Northwestern, discusses tax structures of various countries and its impact...

Long Read

Published on 21 Apr, 2019

How to Value a Pot Stock

After enough research to show marijuana or cannabis or good old pot is now less harmful than tobacco and alcohol,...

Published on 21 Apr, 2019

The Moral Peril of Meritocracy

This remarkable article from the NYT raises a toast to those who first fail in the great capitalist race to become rich...

Short Read

Published on 14 Apr, 2019

The Great Space Wait – How Virgin Galactic kept tick...

A beautiful piece on customer service, especially the role of customer communication when it comes to handling...

Published on 14 Apr, 2019

Replicating Buffet’s Wide Moat Investing Method

At Marcellus, we like the idea of using a mixture of quantitative and qualitative methods for identifying firms with...

Published on 14 Apr, 2019

How single women are driving gentrification in Hong ...

All of us live with the knowledge the living in HK or London or even Bandra is an expensive affair. Many of us have...

Long Read

Published on 14 Apr, 2019

The humble zipper has profound things to tell us abo...

Zip manufacturing is not the most often discussed industries in investor forums. Yet this article brings out some key...

Published on 14 Apr, 2019

Thousands of Amazon Workers Listen to Alexa Users’ C...

Individuals’ right to privacy is one of the most intensely debated issues around the globe as technology has blurred...

Published on 14 Apr, 2019

Two’s Are Now Underestimated – The Mikan Drill For S...

This is an interesting and rewarding long read from an investment advisory firm in Houston. The article uses the stats...

Short Read

Published on 07 Apr, 2019

Mindfulness meditation in America has a capitalism p...

As scores of people across the world take to meditation as a tool to enhance mental health, this interview with David...

Published on 07 Apr, 2019

Why Eating Meat Was Banned in Japan for Centuries

Whilst India goes through its own debate over beef, it is intriguing to know that for over 12 centuries, meat eating...

Published on 07 Apr, 2019

In Kolkata, home is where the drama is

Kolkata is witnessing a new type of theatre. Called site-specific theatre, these are plays which are staged in the...

Long Read

Published on 07 Apr, 2019