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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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.

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

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

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