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 26, 2020

ON INVESTING

While the Dead Sea Scrolls haven't surfaced yet, we have access to something just as valuable – The Letters of Nicholas Sleep. Nick and his partners, through Nomad Investment Partnership, trounced the index for thirteen years [20.8% pa vs index 6.5% pa] after which they chose to pursue more ‘caring pursuits’. Here are some of the lessons, which gave them an edge, distilled into their newsletters. Read more



ON BIASES

The perpetual quest for the next multi-bagger is a constant temptation (obsession?) for an investor. This can get further exacerbated in extreme markets, like the one we are currently experiencing, when portfolio returns are higher than ever before. Thus one chases lottery stocks that offer exciting stories such as innovation and new technologies, outrageous valuations and the potential to be wildly successful. However, this article shows us that we should not let our brains be tricked by possibilities vs probability as median returns are better for value stocks Read more



LESSONS FOR CORPORATES

For the banks who change faster, it’s a winner take-all situation. Growth is not an issue. I would say, clearly define your target market. Be very clear that your competition is going to come more from the platform companies rather than just other banks. You have to have the right target market, the right technology platform, and, clearly, quantitative filters. Use technology to create value.’ Aditya Puri shares his thoughts on the evolution of HDFC Bank into India’s premier private sector bank, in this candid interview, among the first post his retirement. Read more



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