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 07, 2020

ON INVESTING

Oaktree stands out in volatile times as one of the most revered Investment Managers. Here’s their take on bonds - They don’t buy just any instrument with a decent yield, simply to put money to work. They believe in underwriting the right credit at prices that adequately compensate for the risk. It’s the type of discipline that is forged through decades of investing in dislocated markets Read more



In just a few months’ time, the COVID-19 crisis has brought about years of change in the way companies in all sectors and regions do business, from digitization of customer interaction to supply chain operations. And while it’s likely that most of these changes for the long haul, we present to you the ‘Bad Ideas Report’ – which showcases industries most at risk of decline/transformation P.S. While these are in context of USA, it’s fair to keep in mind that trends can play out quicker in Rest of the World. Read more



As we mentioned previously, this pandemic has completely changed the business landscape. And we’ve also seen its impact on investor behaviour (value vs growth investing) over the past few months. And while value investors may have gotten the short straw, of late, read this to know -How little things change in investing Read more



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