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 November 21, 2020

ON INVESTING

Value investing is buying something for less than it is worth yet it has been challenged in recent times. The value factor is an ersatz measure of gaps between price and value. Michael Mauboussin, the legendary research strategist, explains why value investing remains as relevant and useful as ever Read more



‘Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria’ - John Templeton

It wouldn’t be a far cry to ascribe the above quote to the current market scenario (post COVID-19). This article excellently posits that the effect of liquidity flywheels and difference in investors’ expectations can easily trump the view of any fund manager despite the time horizon. Also read it for why value remains value….until it doesn’t Read more



LESSONS FOR CORPORATES

Ever since the world turned upside down in March, businesses have had to pivot faster than ever. The concept of organizational speed has been gaining attention in recent years in academia. By focusing on measures of organizational speed, we can get a more precise answer to the vague question, “How fast is a company moving?” Read more



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