Knowledge Corner – Weekend Reads

Kameera: Surrounded by Light (sanskrit)

At Tamohara, we take reading seriously, and go through a variety of analyses, perspectives and news from across the world. Our team curates the most insightful of these to share with you, on a weekly basis. These include blog posts, thought pieces, papers and more that will ensure you have quality reading every weekend.

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Curated reads for December 08, 2018


Every year since 2010, McDonald’s re-releases its pork-based sandwich, the McRib, for a limited time across the U.S. When the McRib is available, the S&P 500 has an average daily return of about 0.07% (19% annualised!!) higher than on days when it is not available. The question remains though: is this difference legitimate? Do investors in American equities change their behaviour (maybe at a subconscious level) when the McRib is freely available to be consumed? Read on to find out. Read more

The paradox of skill vs. luck is not new. However, despite its wide coverage, it remains mostly misunderstood and highly underappreciated. Towards that end, here is another reminder of how luck plays a role in investing and how developing a process can help you reduce the role of luck. Read more

Can billboards, one of the oldest mediums of advertising, survive in an increasingly digital world? A short read on how consumer data is used to make it more effective. Read more


The law of unintended consequences states that actions of people have effects that are unanticipated or unintended. Here is a recent example of how a good intention ended up with a miserable outcome. Read more

Taking of unintended consequences, what in your mind could be the some of the unintended consequences for this new system being worked upon in China?: China is working on a system that will reward and punish citizens based on their social and legal behaviours. Read more

Howard Marks_ recommends this book. _Bill Gates_ considers this book as one of the most important books he has ever read. Here's a sneak-peek into the book: Read more


Insurance is an over USD 5tn industry today. But did you know that the industry started from a coffee shop? Here's a story of how it went from _'good to have'_ to _'need to have' Read more


What does success take? A lot of hard work? some luck? talent? It takes a combination of all of there, in reality. However, what success takes the most is _TIME_. Time is one of the most important, yet most undervalued factor in determining success in life. Like in investing, a lot of attention is paid to PV and R, and very little is thought is applied to n in the compounding equation, _FV=PV(1+R)^n_. We present below two related articles that emphasize on time:

I. Here is a short bio of Ang Lee, director of famous flicks such as 'Crouching Tiger, Hidden Dragon', 'Brokeback Mountain', and 'Life of Pi'. It took Ang Lee over six years of constant rejection until his first hit. It is usually life which will provide you the most important lessons for investing. Read more

II. Does talent deserve success? Or is hard work entitled to success? Is the road to success linear? Can one's be replicated by another? Is the end result a constant? Read more

We live in a distracted world. Whether it be clickbait links, advertising or your smartphone, there is some credence to the statistic that the average human is distracted every 40 seconds. Is there a solution though? Read more


Love free public Wi-Fi? Consider this: In an experiment conducted recently using public Wi-Fi hotspots, some Londoners have unknowingly given up their eldest children to access free Wi-Fi. And that’s not the only mistake that they have committed. Read more

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