Great articles to read on the web

The trial and tribulations of an oil rig. Enjoyed the read thoroughly.

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Very good read. In fact every article from farnam street is a great source of knowledge for an investor.

Interesting statistic on the median population age of the US. Currently its close to about 38

The more interesting insight is that every 10 years the population in US ages by about 2-3 years. This has meaningful implications on a wide variety of industries that export to US markets. Consumption needs of an older population ageing upwards are remarkably different compared to those of a younger population. The median age of women is even higher and is 40 in US compared to Males. In UK the median female age is 42.

Loss Aversion

Here for the file source.

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3049660

And click for PDF or Download if the direct pdf link below does not work.

https://poseidon01.ssrn.com/delivery.php?ID=263005086004126074112071023093064105003034008042017092107004079077095000102116112091028050096020029036111011086007093103121005018007044086045086005120101127126094029025026014021002122089116096021008106091106093098073116078098020076101092073090100026106&EXT=pdf


Being a generalist or a specialist? And Munger’s take on the same

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Templeton & Warren. 1985. Thank you inner scorecard :slight_smile:

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Look back in time on what messed up the NBFC space in 2008

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How the biosimilar ecosystem is shaping up in India

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Robots as nurse!

Flipkart now planning to sell insurance

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Ambani vs Ambani

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We will need more Lithium

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From the Book - Margin of Safety by Seth Klarman

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A Fascinating historical piece on how the Industry titans of the 19th Century made their fortune. Many of the methods used to amass their wealth are down right illegal now.
Was wondering to myself if a similar article would be written in the next century on the current business models…:smile:

https://intelligentfanatics.com/2017/11/29/industry-titans-19th-century-prison-today/

Quest for investing in 100-baggers

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“You can get in a whole lot more trouble in investing with a sound premise than with a false premise.” - B.Graham

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https://www.outlookbusiness.com/specials/masterspeak_2017/companies-that-maximise-per-share-value-even-if-they-dont-grow-will-be-great-bets-3783

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Hi fellow VPs and seniors

Thanks and kudoos for helping small investors like me to gain knowledge on
Value investing I want to share a pure gold resource nevertheless than Berkshire letters .

This is Canadian software company’s CEO letters

http://www.csisoftware.com/category/pres-letters/

another is Columbia business schools newsletters under Graham & Doddsville issues these are published 3 times in a year

https://www8.gsb.columbia.edu/valueinvesting/resources/newsletters

another gem is Buffett 1972 Letter to See’s Candies and it’s take you can find it at

http://basehitinvesting.com/tag/sees-candy/

another goldmine resource is http://www.eastcoastasset.com/category/quarterly-letters/

Zenhabbits is a blog however not directly related to investing but to life as whole By Leo Babauta he has written his experience material is free of copy right The Little Book of Contentment https://zenhabits.net/little-book/

I further want to request for book “the art of speculation” by philip carret ,could you please share link if available on public domains.

Disclaimer: These documents are for research study with pure academic orientation. If any copyright arise admin is requested to remove the links. I am not promoting any web traffic and not directly related for publicity of these website .Use these material with your own due diligence . .

regards
Rajnish

5 Likes