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!

To get these newsletters in your mail, sign up here.

Sherlock, Moriarty and Behavior

September 30, 2021

Dear Investor, The easiest thing to do in the stock market today is to make a mistake, and not get penalised for it in the short run. This error will be behavioral in nature and to combat it we will have to take on another avatar so as to not become a victim of our own biases.

Read More

INFLATION, BUSINESSES & EQUITY

June 30, 2021

One of the primary concerns for every investor today across the globe is inflation. This is perpetuated by the meteoric rise seen in commodity prices (crude oil, metals, agri commodities, etc.) over the past year. However, headlines such as ‘stocks extend decline on inflation woes’ that are now prevalent, are not entirely accurate. In our exploration today of the relationship between inflation and equity markets, we do not endeavor to predict where inflation is headed. We are simply establishing the fallacy of thinking that rising inflation necessarily suggests doom for businesses. This inverse relationship touted between rising inflation and equity returns has its genesis predicated on two theories- one fundamental concerns on the business and other concerns on the sustainability of valuations

Read More

Investor letter

March 31, 2021

At Tamohara, we take reading seriously, and go through a variety of analysis, perspectives and news from across the world. In this newsletter , we call out the multidecade force that shall shape the globe & India"s possible stellar role in it

Read More
To get these newsletters in your mail, sign up here.

Want to get the best thinking from around the world?

Our team also puts together a weekly curation of articles, blogposts and thought pieces from top investors and minds. Head over to our section, Kameera, to see more and sign up to get them in your inbox.

Explore
TAMOHARA INVESTMENT MANAGERS PVT. LTD. IS A SEBI REGISTERED PORTFOLIO MANAGEMENT SERVICE PROVIDER, VIDE REGISTRATION NUMBER INP000004763 CIN No: U74999MH2014PTC258390
Contact us

Email: info@tamohara.net

Tel: +91-22-26305590

Address:

Tamohara Investment Managers Pvt. Ltd. 1402- Peninsula Park,
Off Veera Desai Road,
Andheri (W) Mumbai - 400053

Registered Office:

71-A,
Mittal Chambers, Nariman Point, Mumbai - 400021

SEBI registration number: INP000004763
RIA registration number: INA000013873
CIN: U74999MH2014PTC258390