Great articles to read on the web

Books & Tutorials
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The most comprehensive OID compilation. 1,500+ pages

Thanks to Kevin Gee - Compilation #1: Outstanding Investor Digest - by Kevin Gee

This isn’t a bundle of old newsletters. It’s a living archive of wisdom—collected, preserved, and shared for those still hungry to understand.

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Wealth Manager of India’s Billionaires | Groww Legends Ft. Manish Chokhani, Director, Enam Holdings

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AI Will Change Everything: Exclusive with Nandan Nilekani | Sonia Shenoy

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I’ve always believed that formal education is overrated, I guess more so in the age of AI (which this article shows). While one can argue that “why questions” are overdetermined but there is enough anecdotal evidence to prove that AI is warping the demand for fresh graduates (a friend of mine who runs a 400 employee software development company shared with me that he has stopped hiring fresh graduates). Another observation i have, sitting in the trenches myself, is: AI is asymmetrical benefitting professionals who were already great at their craft. I believe a variant of Matthew’s law will play out in the labour market in the age of AI (God gives more unto those who hath more)

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Warren Buffet’s Archive:

Charlie Munger’s Achieve:

I came across Achieve of two big personality so sharing it here.

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Some interesting quirks about China!

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Found a compilation of Anand Sridharan’s blogs in my drive. No idea who compiled it, but every article is worth reading.

For those who don’t know him, he’s a Principal and full-time investor at Nalanda Capital

Anand Sridharan blogs.pdf (4.3 MB)

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Wild Wild Space - A documentary on Private Space Companies Rocket Lab, Planet & Astra

https://www.hotstar.com/in/movies/wild-wild-space/1971001824

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TED Talks Daily: The AI revolution is underhyped | Eric Schmidt

Episode webpage: The AI revolution is underhyped | Eric Schmidt - Podcast on Firstory

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Investor’s conference 2000.pdf (2.0 MB)
This Investor Round Table Conference was held at Cooch Behar, at The Cricket Club of India, on the 29th of January 2000. The eminent panel consisting of India’s best-known investors discussed issues concerning capital markets in India.
Of course there are some big names there, but I was mainly interested in hearing the views of Mr Chandrakant Sampat. Many top shot investors regard him as their guru. Then there is a much younger Rakesh Jhunjhunwala. Another investor who is a veteran now, Ramesh Damani. There is also Bharat Shah.
The insights one gets are priceless.
Being a fly on the wall in this discussion is like finding a time machine. It was 2000. Mr Atal Bihari Vajpayee was the Prime Minister.
It is interesting to see how much of the future they got right. Did they change their opinion, or would have?

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Can it turn ugly…??

https://x.com/_Investinq/status/1925277788061249750

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https://www.livemint.com/companies/news/bajaj-auto-flags-threat-of-production-cuts-by-july-if-rare-earth-magnet-issue-remains-unresolved-11748530471032.html

China has played the rare earths long game really well.

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Very nice finding. Is there recent updates after mar 25 result?

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