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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Stories Explain Anomalies

September 30, 2022

Dear Investor, In our September 2022 investor letter, Our Head of Research, Harini Dedhia explored the power of narratives in explaining anomalies we see in history and in the investing world. Her recent trip to Slovenia made her realise that in most successful (read peaceful and prosperous) nations, a common language becomes the single most defining characteristic contributing to national identity. The exception to this was USA and perhaps now India. Understanding how USA, a land of immigrants made the collective effort towards national pride and prosperity will help us better understand how India, a land of 22 official languages can and will make a push towards collective prosperity. We are the anomaly. Understanding how narratives explain anomalies may also help establish a context for the anomaly that is India's valuation vis-a-vis other emerging markets. We hope you enjoy this read! Here's wishing you happy reading, investing, and a very happy and a prosperous festive season!

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.

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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