A Q&A with arguably India’s best banker today - Uday Kotak
Why professionals will beat amateurs in the future
Lou Simpson, former chief investment officer for Geico discusses his portfolio strategy
A logical future is for blockchain based currency issued by central banks in lieu of paper currency
Focus in the answer to superior results. And a Not-To-Do-List!
A sneak peak into the famous and controversial Paul Singer and his hedge fund Elliot Management. The article also covers how they took on Samsung and how at times their practices can border on the boundaries of ethics.
An interesting documentary on Minimalistic lifestyle.
I felt this was relevant since lot of members here are on their journey to achieve financial independence and this documentary offers a good point of view and interesting insights on consumption behaviours that sometimes trap us in the rat race and take us away from our independence.
Snippets on ad promotions and consumption behaviour.
Trailer:
For full movie, you will need an netflix account. Though you can watch free for first month.
Monish Pabrai talks about the irrelevance of buying a stock outside the circle of competence, his love for realty stock in Mumbai and how does he identify whats the right time to sell.
Highly insightful interview.
on some Valuation related thread of VP where in i read lot of good productive old time debate on high conviction/ high under-valuation or Conviction coefficient/ valuation coefficient, Mohnish has described very nicely how his style works for his temperament. Also addressing debate we come across many times on holding a stock purchased at low level versus purchasing new. same he has addressed for Rain Ind.
