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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A (Not so) Gentle Reminder...

November 22, 2019

There is a verse in the Bible that goes: "Ask, and it will be given to you. Seek, and you will find. Knock, and the door will be opened to you." In some ways, this applies to the stock market as well. The market feeds the perception of the seeker - to the trader, it offers a trade; to the gamblers, it offers a gamble; to the bear, it offers a crash; to the bull, it offers a rally; and so on. However, most of what the market offers are lessons - expensive ones for those that do not seek, and profitable ones for those that do seek. In this note, we look at some of the lessons that the market has repeated over the years.

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Investing lessons from the Ant and the grasshopper

April 30, 2019

Aesop’s stories have been teaching us for centuries. While they are mostly used to impart worldly wisdom to children today, we believe that these life lessons are worthy of a revisit for grown-ups as well. For instance, the story of the ant and the grasshopper bears important lessons on how we should deal with the subject of money and wealth.

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The Two Types of Errors in Investing

March 29, 2019

It is difficult to go through life without making errors - ‘To err is human’, as they say. While errors are inescapable, building an understanding of the different types of errors can help avoid those that can be catastrophic. Sheetal Malpani explores this idea in the context of investing, and advices investors to commit one type of error while avoiding another type.

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The Question that troubles us the Most

February 27, 2019

Our previous newsletters have delved on investment philosophy, strategy and economics among other topics. Inevitably all of them focus on buying quality companies at a reasonable price. However, wealth creation involves another key decision: selling at the right time. This is a dilemma that has plagued fund managers across time. In this edition, we share our two cents on the topic.

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Business Perspectives From Vipassana

January 31, 2019

In the first newsletter of 2019, Varsha Valecha (Sr. VP, Investments) recounts her recent experience from attending the 10-day Vipassana course. In surviving the ten days without any form of communication, spending a large part of the day practicing meditation, she found not just inner quietude, but also some business insights. She feels that her early impressions from the course, in addition to financial metrics, can be used to identify potentially good businesses.

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