Knowledge Corner – Newsletters

Ashmayu: Rays of Light (sanskrit)

At Tamohara, we take reading seriously, and go through a variety of analyses, perspectives and news from across the world. What you see here is a distillation of the insights that arise as a result of all that reading. We hope you enjoy these newsletters that our team puts together and give you a different perspective of thinking about investing and on certain industries!

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English, Hinduism, and M&A

June 30, 2022

Tamohara's June 2022 newsletter is an exploration into English Language, Hinduism and M&A deals! Two of the largest cultural success stories that I can think of are the English Language and Hinduism. Multiple centuries, influences, conflicts and contenders later, both still command an influence over a billion human beings on planet earth. An exploration into their rise can perhaps illuminate what would make a company pursuing inorganic growth (i.e. growth via mergers and acquisitions) successful. We hope you enjoy reading this.

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Story of The Year - Ashmayu - Newsletter

March 31, 2022

Dear Investor, For the past three years, it has become tradition for me to pick a ‘story of the year’ atthe conclusion of every financial year. The idea is to take stock of the year and thendrown out all the noise in order to identify the story that truly caused or causes astructural shift in my opinion. On March 31st 2019, I wrote:

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