Read, Learn, Improve – 21-Nov-15
What Scented Candles Say to an Economist – Link here
Ackman’s Enigmatic Investment Philosophy – Link here
Why Reliance is struggling to launch its 4G service – Link here
Exxon Predicted Today's Cheap Solar Boom Back in the 1980s – Link here
Facebook Prods Users to Share a Bit More – Link here
How startups such as Dropbox, Airbnb, Groupon and others acquired their first users – Link here
This robot kills weeds, and could end the need for herbicides on farms – Link here
Why deny an individual’s right to die? – Link here
Your unhashable fingerprints secure nothing – Link here
The Strange, True Story of How a Chairman at McKinsey Made Millions of Dollars off His Maid – Link here
Why ISIS Has All the Money It Needs – Link here
How Amazon’s Long Game Yielded a Retail Juggernaut – Link here
Runaway Stories and Fairy Tale Endings: The Cautionary Tale of Theranos – Link here
The Most Expensive Cars Ever Sold – Link here
From ‘Bubble’ to ‘Crash,’ the Incredible Origins of 7 Finance Terms – Link here
Do People Want to be Fooled? – Link here
LivingSocial Offers a Cautionary Tale to Today’s Unicorns – Link here
Monday, November 23, 2015
Saturday, November 7, 2015
Read, Learn, Improve – 7-Nov-15
Read, Learn, Improve – 7-Nov-15
There would be no Read, Learn, Improve for week ending 14-Nov-15, Wish you a very Diwali & prosperous New Year in advance.
Should driverless cars kill their own passengers to save a pedestrian? – Link here
Why is makeup so expensive? – Link here
Is China the Next Mexico? The Chinese Communist Party Is Looking to Russia for Lessons on How to Retain Power. It's the Wrong Example – Link here
Making Insider Trading Legal – Link here
Meet the ghost sharks and deep-sea demons that will haunt your dreams – Link here
Software Is The New Oil – Link here
The Tech Bust of 2015 – Link here
A history of sugar – the food nobody needs, but everyone craves – Link here
The great chain of being sure about things – Link here
Finns May Get Paid for Being Finns – Link here
The Hidden Reasons People Spend Too Much – Link here
When Is the Right Time to Sell Big Winners? – Link here
How a contractor from Tamil Nadu carved out an enormous mining empire in Odisha – Link here
What Makes You You? – Link here
Latticework of Mental Models: Alternative Histories – Link here
The Uberization of Money – Link here
How Yudhishthira won over the God of Death – Link here
There would be no Read, Learn, Improve for week ending 14-Nov-15, Wish you a very Diwali & prosperous New Year in advance.
Should driverless cars kill their own passengers to save a pedestrian? – Link here
Why is makeup so expensive? – Link here
Is China the Next Mexico? The Chinese Communist Party Is Looking to Russia for Lessons on How to Retain Power. It's the Wrong Example – Link here
Making Insider Trading Legal – Link here
Meet the ghost sharks and deep-sea demons that will haunt your dreams – Link here
Software Is The New Oil – Link here
The Tech Bust of 2015 – Link here
A history of sugar – the food nobody needs, but everyone craves – Link here
The great chain of being sure about things – Link here
Finns May Get Paid for Being Finns – Link here
The Hidden Reasons People Spend Too Much – Link here
When Is the Right Time to Sell Big Winners? – Link here
How a contractor from Tamil Nadu carved out an enormous mining empire in Odisha – Link here
What Makes You You? – Link here
Latticework of Mental Models: Alternative Histories – Link here
The Uberization of Money – Link here
How Yudhishthira won over the God of Death – Link here
Saturday, October 31, 2015
Read,Learn,Improve – 31-Oct-15
Read,Learn,Improve – 31-Oct-15
Here's How Isaac Newton Remembered Everything He Read – Link here
A Timeline of Some of The Best Investment Books – Link here
The $3 Trillion ETF ‘Boom’ – Link here
Turn Off Your Chief Economist: GDP Growth Doesn’t Predict Stock Returns – Link here
How Chhota Rajan went from small-time crook to one of India’s most wanted gangsters – Link here
Are India’s public-sector ports being weakened to favour Adani Ports? – Link here
Taxis Can Still Survive Uber – Link here
Not Enough Women in China? Let Men Share a Wife, an Economist Suggests – Link here
The Dangers Ahead if Tech Unicorns Get Gored – Link here
The value of ‘overvalued’ stocks – Link here
The Futility of (Narrow) Speculation About Machines and Jobs – Link here
Moats vs Boats by Chetan Parikh – Link here
The most important question of your life – Link here
Why downside matters and some basic arithmetic – Link here
Hedge-Fund Priest: Thou Shalt Make Money - A priest who moonlights as a hedge-fund manager – Link here
The Economics of Male Birth Control – Link here
Inside the Secretive Circle That Rules a $14 Trillion Market – Link here
This Man Failed A Paternity Test Due To His Vanished Twin’s DNA – Link here
Here's How Isaac Newton Remembered Everything He Read – Link here
A Timeline of Some of The Best Investment Books – Link here
The $3 Trillion ETF ‘Boom’ – Link here
Turn Off Your Chief Economist: GDP Growth Doesn’t Predict Stock Returns – Link here
How Chhota Rajan went from small-time crook to one of India’s most wanted gangsters – Link here
Are India’s public-sector ports being weakened to favour Adani Ports? – Link here
Taxis Can Still Survive Uber – Link here
Not Enough Women in China? Let Men Share a Wife, an Economist Suggests – Link here
The Dangers Ahead if Tech Unicorns Get Gored – Link here
The value of ‘overvalued’ stocks – Link here
The Futility of (Narrow) Speculation About Machines and Jobs – Link here
Moats vs Boats by Chetan Parikh – Link here
The most important question of your life – Link here
Why downside matters and some basic arithmetic – Link here
Hedge-Fund Priest: Thou Shalt Make Money - A priest who moonlights as a hedge-fund manager – Link here
The Economics of Male Birth Control – Link here
Inside the Secretive Circle That Rules a $14 Trillion Market – Link here
This Man Failed A Paternity Test Due To His Vanished Twin’s DNA – Link here
Saturday, October 24, 2015
Read, Learn, Improve - 24-Oct-15
Read, Learn, Improve - 24-Oct-15
Intermediary Influence and Competition: Berkshire versus KKR - Link here
The Collected Wisdom of Seth Klarman – Link here
Our Brains Say Corporations Are People, Too – Link here
If it’s about saving the cow, reform the dairy industry first – Link here
Some Common Mistakes by Investors – Link here
The history of science has been centred for too long on the West, say Simon Schaffer and Sujit Sivasundaram. It’s time to think global – Link here
Unnatural Gas - The dubious ways of the environment ministry – Link here
Envy: Most lethal of all sins in Investing - Part I – Link here
Sakti3’s quest for a better battery: Hype, funding, promises, and then a surprise sale – Link here
Devangshu Datta: The discoveries that saved lives – Link here
If print media is dying, why are moneybags investing in it? – Link here
40 years ago the US sent Mexico into a financial crisis - and it transformed the narcotics industry – Link here
Crisis of Confidence in Financial Engineering – Link here
How to prepare for the right heir to take over your business - Subroto Bagchi – Link here
Why Uber Has To Start Using Self-Driving Cars – Link here
Raghuram Rajan and the online discount wars – Link here
Have we found a structure? (Interesting way how serendipity may lead to find alien/other life form) – Link here
Distinctions and Differences – Link here
Why CCD's coffee vending machines cost Rs1.15 lakh each – Link here
Intermediary Influence and Competition: Berkshire versus KKR - Link here
The Collected Wisdom of Seth Klarman – Link here
Our Brains Say Corporations Are People, Too – Link here
If it’s about saving the cow, reform the dairy industry first – Link here
Some Common Mistakes by Investors – Link here
The history of science has been centred for too long on the West, say Simon Schaffer and Sujit Sivasundaram. It’s time to think global – Link here
Unnatural Gas - The dubious ways of the environment ministry – Link here
Envy: Most lethal of all sins in Investing - Part I – Link here
Sakti3’s quest for a better battery: Hype, funding, promises, and then a surprise sale – Link here
Devangshu Datta: The discoveries that saved lives – Link here
If print media is dying, why are moneybags investing in it? – Link here
40 years ago the US sent Mexico into a financial crisis - and it transformed the narcotics industry – Link here
Crisis of Confidence in Financial Engineering – Link here
How to prepare for the right heir to take over your business - Subroto Bagchi – Link here
Why Uber Has To Start Using Self-Driving Cars – Link here
Raghuram Rajan and the online discount wars – Link here
Have we found a structure? (Interesting way how serendipity may lead to find alien/other life form) – Link here
Distinctions and Differences – Link here
Why CCD's coffee vending machines cost Rs1.15 lakh each – Link here
Monday, October 12, 2015
Read, Learn, Improve - 10-Oct-15
Read, Learn, Improve - 10-Oct-15
(Must Read) A Brief History of the Corporation: 1600 to 2100 – Link here
International courts and refugees – Link here
Sneaker Wars: Inside the Battle Between Nike and Adidas – Link here
Elon Musk Versus the Taxi Meter – Link here
Meet Robohon, Sharp’s incredibly cute robot smartphone – Link here
How Two Guys Lost God and Found $40 Million – Link here
12 Surprising Facts about Nobel Prizes – Link here
Kotak Gamechanger - Value versus Valuation – Link here
Ten Office Boys Per Foreigner? Indonesia Explains New Labor Law – Link here
You can learn to be creative, if you’re willing to embarrass yourself – Link here
The Trick to Making Better Forecasts – Link here
It Just Got a Lot Harder for Big Tobacco to Defend Itself – Link here
Who dies and who survives during a mass extinction? A tantalizing clue – Link here
What people in 1900 thought the year 2000 would look like – Link here
The sex instinct – Link here
16 More Startup Metrics – Link here
Bitnation Registers First Refugees on the Blockchain – Link here
(Must Read) A Brief History of the Corporation: 1600 to 2100 – Link here
International courts and refugees – Link here
Sneaker Wars: Inside the Battle Between Nike and Adidas – Link here
Elon Musk Versus the Taxi Meter – Link here
Meet Robohon, Sharp’s incredibly cute robot smartphone – Link here
How Two Guys Lost God and Found $40 Million – Link here
12 Surprising Facts about Nobel Prizes – Link here
Kotak Gamechanger - Value versus Valuation – Link here
Ten Office Boys Per Foreigner? Indonesia Explains New Labor Law – Link here
You can learn to be creative, if you’re willing to embarrass yourself – Link here
The Trick to Making Better Forecasts – Link here
It Just Got a Lot Harder for Big Tobacco to Defend Itself – Link here
Who dies and who survives during a mass extinction? A tantalizing clue – Link here
What people in 1900 thought the year 2000 would look like – Link here
The sex instinct – Link here
16 More Startup Metrics – Link here
Bitnation Registers First Refugees on the Blockchain – Link here
(Must Read) A Brief History of the Corporation: 1600 to 2100 – Link here
International courts and refugees – Link here
Sneaker Wars: Inside the Battle Between Nike and Adidas – Link here
Elon Musk Versus the Taxi Meter – Link here
Meet Robohon, Sharp’s incredibly cute robot smartphone – Link here
How Two Guys Lost God and Found $40 Million – Link here
12 Surprising Facts about Nobel Prizes – Link here
Kotak Gamechanger - Value versus Valuation – Link here
Ten Office Boys Per Foreigner? Indonesia Explains New Labor Law – Link here
You can learn to be creative, if you’re willing to embarrass yourself – Link here
The Trick to Making Better Forecasts – Link here
It Just Got a Lot Harder for Big Tobacco to Defend Itself – Link here
Who dies and who survives during a mass extinction? A tantalizing clue – Link here
What people in 1900 thought the year 2000 would look like – Link here
The sex instinct – Link here
16 More Startup Metrics – Link here
Bitnation Registers First Refugees on the Blockchain – Link here
(Must Read) A Brief History of the Corporation: 1600 to 2100 – Link here
International courts and refugees – Link here
Sneaker Wars: Inside the Battle Between Nike and Adidas – Link here
Elon Musk Versus the Taxi Meter – Link here
Meet Robohon, Sharp’s incredibly cute robot smartphone – Link here
How Two Guys Lost God and Found $40 Million – Link here
12 Surprising Facts about Nobel Prizes – Link here
Kotak Gamechanger - Value versus Valuation – Link here
Ten Office Boys Per Foreigner? Indonesia Explains New Labor Law – Link here
You can learn to be creative, if you’re willing to embarrass yourself – Link here
The Trick to Making Better Forecasts – Link here
It Just Got a Lot Harder for Big Tobacco to Defend Itself – Link here
Who dies and who survives during a mass extinction? A tantalizing clue – Link here
What people in 1900 thought the year 2000 would look like – Link here
The sex instinct – Link here
16 More Startup Metrics – Link here
Bitnation Registers First Refugees on the Blockchain – Link here
Thursday, October 8, 2015
Is Elder Pharma website hacked?
So got to hear that Elder India (a pharma company) CEO got arrested (Link here), so I googled Elder pharma and below is the page
Notice anything weird?...yup either site is hacked or I don't understand IT & Internet well :D
Notice anything weird?...yup either site is hacked or I don't understand IT & Internet well :D
FMCG premium valuation - is this time Different?
Markets are weird, i was going through Barclays report on India Consumer dt 21-Sep-15 and one chart caught my attention, even thought I had idea about the point I never got it to put it in black & white. here is the chart
most of the FMCG/consumer are trading at premium valuation compared to their respective historic averages. I would probably not pay too much attention to ITC, HUL, Titan and Jubliant as their premium is in range of 10%-14%.
While others like Britannia, Marico, Page Industries are trading at 99%, 91% & 71% to their historic valuation.
So I just thought to check performance of same stock post 21-Sep-15 and below is result
Barring Bata, Dabur & Marico every other stock has gone up. makes me wonder how long will premium valuation continue, will Mean reversion take place or as they say "This time it is Different"
most of the FMCG/consumer are trading at premium valuation compared to their respective historic averages. I would probably not pay too much attention to ITC, HUL, Titan and Jubliant as their premium is in range of 10%-14%.
While others like Britannia, Marico, Page Industries are trading at 99%, 91% & 71% to their historic valuation.
So I just thought to check performance of same stock post 21-Sep-15 and below is result
Barring Bata, Dabur & Marico every other stock has gone up. makes me wonder how long will premium valuation continue, will Mean reversion take place or as they say "This time it is Different"
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