Great articles to read on the web

you can use printfriendly.com for pdf file & there is chrome extension for that you can install it.

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http://awealthofcommonsense.com/2015/05/are-there-too-many-buffett-disciples/

Interesting read. The bar is constantly being raised by more informed, hard working and talented investorsā€¦Red Queen Effect. How do we get (and hopefully maintain) an edge in such a rapidly evolving system?

Every second of this video is worth. Manish bhai is so clear in his thought.

#ThankGodItsFriday with Enam Holdingsā€™ Manish Chokhani.

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This link may not actually fit here. But posting it for some who might be interested.
https://indianinvestingconclave.com/

Deepak Parekhā€™s super bullish tone on affordable housing , RERA.

This is the futuristic forecast by Stanford University economist Tony Seba. The professorā€™s report, with the title Rethinking Transportation 2020-2030, is thought provoking where he builds up on his premise that people will stop driving altogether. They will switch en masse to self-drive electric vehicles (EVs). Worth reading.

For people who are interested in the electric vehicle space, here is a superb presentation that I had gone through last year, which is what prompted me to read up on Tesla and other companies in this spaceā€¦

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A must readā€¦

The meaning of life in a world without work

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Though not exactly an article on the web; I was reading the very enjoyable Poor Charlieā€™s Almanac and this poetry in the book was lovely. Sharing it:

The thoughts of others
Were light and fleeting,
Of loversā€™ meeting
Of luck or fame.
Mine were of trouble,
And mine were steady,
And I was ready
When trouble came.

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Came across this while reading the article above.

Edit: I suppose I can allow myself the liberty of pointing out my favourite blogs: 1, 4, 5, 6, 7, 14, 18, 22, 23, 26, 33, 34, 35, 37, 46, 48, 59, 60, 64, 68.

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Came across this today ->

Please do not go by the headline literally, there is more to article than that. The article provides some decent points on challenges faced by businesses that are in the process of scaling up or that have scaled up.

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Interesting and a bit scary the amount of data the new big 4 (Google, Amazon, Apple & Facebook) have on us and the new ways it can get mined.

FOR ALL YOU ANALYTICAL PEOPLE OUT THERE: HERE ARE 5 THINGS YOU SHOULD KNOW

An Idea Generation Approach.

http://www.safalniveshak.com/generate-stock-ideas/

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Transcript of the Berkshire AGM 2017. Warren Buffet & Charlie Munger at their witty best

BRK Annual Meeting 2017 Transcript.pdf (482.5 KB)

Best
Bheeshma

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This is on the lines of Tao of Capital by Spitznagel. In these low IV, high PE days, I think it makes sense to have some tail hedges in place. Iā€™m in particular enamored by the strategy of using vol arbitrage and funding tail hedges using that, as Spitznagel says in his book.

Edit: one more on tail risk hedging http://mebfaber.com/2017/06/15/nervous-market-might-time-strategy/

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Investing in the unknown and the unknownable:

http://www.lkydvp.sg/pdf/NTU_slides_zeckhauser.pdf