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 October 31, 2020

ON INVESTING

Investing is hard – over the short term, the market can do anything, and anything can happen. Yet over a longer period of time, the surest rule has been ‘regression to the mean’. Grappling with where we are in the cycle and then extrapolating trends for the future is a challenge. We share a few questions that seem perpetually relevant…. Read more



There are different inputs that go into the asset allocation decision – 1) what percentage to allocate to debt or equity 2) within equity, what should be the allocation to private or public equities. This article posits that to generate higher returns, the vast majority of allocation should be invested in leaders in innovation. Read more



To finish off, we dip into Charlie Munger's bag of tricks (read: wisdom) and try to pick up a few of them as well Read more



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