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 January 09, 2021

ON INVESTING

‘Value stocks go through cycles. In mysterious ways, some trigger happens, that gets value to underperform for a bit of time. That’s different every time. Something pushes value to the certain point where people start to give up on it. And that causes it to underperform some more, which causes more people to do the same. So, it’s a compound effect. If you go back and you study the performance of low value stocks, this happens about two years every 10 years. You got eight years of outperformance, in two years of underperformance. Sometimes it’s 12 and 1, sometimes it’s 7 and 2.’ This is just a small excerpt of an interview with Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management on the future of value investing and value investing cycles. Click through for more. Read more



This CEO was nowhere near the first choice to run the firm, was handed over the reins of a company once on the verge of bankruptcy and then went on to buy two Gulfstream 550 jets for corporate travel. He went on to create over 14% CAGR in shareholder wealth creation during his tenure. We present a few lessons from the book of the erstwhile CEO of Honeywell, Dave Cote. Read more



DID YOU KNOW?

It has been a banner year for Technology. M&A has been an imperative for tech companies with evolving technology disruption. Down markets are the perfect time to consolidate; 2020 also saw some of the big tech companies take the opportunity to grow their business with major acquisitions. We take a look back at some of the biggest enterprise tech M&A of 2020. Read more



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