Great articles to read on the web

Books & Tutorials
1613

reasons to be bullish on india for next 2 decades :slight_smile:

7 Likes
1614
2 Likes
1615
5 Likes
1617
3 Likes
1618

Michael Mauboussin and Dan Callahan on Capital Allocation:

3 Likes
1619
4 Likes
1620

Nice Insights into investing in Exchange Traded Funds

2 Likes
1621

or

and

https://scholar.google.com/scholar?hl=en&as_sdt=0,5&q=satyam+computers

4 Likes
1622

2004 Jeff Bezos letter to Amazon share holders

2 Likes
1623

Just found a goldmine for educating myself for investing in stock market:

I mean where can you find a free course on, Mergers, Acquisitions and corporate Restructuring

Unlisted ???

Choose discipline : Management in below site for stock market related course.
https://nptel.ac.in/courses
Enjoy !

16 Likes
1625

https://youtu.be/7-ajCu8WxRs

2 Likes
1626

Nice summary of emerging trends
JPM.pdf (6.0 MB)

6 Likes
1627
9 Likes
1628

Peter Lynch style investing…
Very good discussion, the guest shows investing via power of observation. Like hence sharing…

13 Likes
1629

Thought provoking interview of Russell Napier -

  • The power to control the creation of money has moved from central banks to governments
  • The great problems we have – energy, climate change, defence, inequality, our dependence on production from China – will all be solved by massive investment; this capex boom could last for a long time
  • By telling banks how and where to grant guaranteed loans, governments can direct investment where they want it to, be it energy, projects aimed at reducing inequality, or general investments to combat climate change. By guiding the growth of credit and therefore the growth of money, they can control the nominal growth of the economy.
  • Engineering a higher nominal GDP growth through a higher structural level of inflation is a proven way to get rid of high debt levels; that was the way it was done in the decades after World War II
  • 15-to-20-year phase of structurally elevated inflation and financial repression

Source: The-world-will-experience-a-capex-boom

11 Likes
1630
3 Likes
1631

YouTube Playlist of Investors at Google Talks at Google:

5 Likes
1632

https://www.moneylife.in/article/the-strange-story-of-icici-banks-murky-bailout-of-lancos-bankrupt-australian-coal-mine/69464.html

3 Likes
1633

For investors, I’ve come to think of five levels of the game:

  1. Apprentice — learning the game

  2. Expert — mastering the game you were taught

  3. Professional — making the game you were taught fit your own strengths and weaknesses

  4. Master — changing the game you play as part of your own self-expression and operating at scale

  5. Steward — becoming part of the playing field itself and mentoring the next generation

3 Likes
1634

Have condensed one of the videos which was with Chuck Akre here.

3 Likes