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 16, 2021

ON INVESTING

In his latest memo to Oaktree capital clients & investors, Howard Marks shares his views on the art of investing in value vs growth stocks especially in such a fast-changing world. Given that growth stocks have outperformed value stocks for the past 13 years, investors need to be wary of conventional valuation metrics as a tool for value investing. This and other gems in the article Read more



The internet has led to the meteoric rise of service businesses such as Zomato and Nykaa which have challenged the century-old business models of brick and mortar stores. And while it seems that the disruptors are here to stay, they aren’t infallible. Just like how Parler was dropped by Amazon Web Services, every business has its suppliers. We evaluate the role of suppliers for modern businesses. Read more



LEARNING & DEVELOPMENT

To have a life at work, have a life out of it… This article emphasises the need for hobbies along with the importance of fitness. Read Swanand Kelkar's experience, observations of his fitness journey through a 1 year sabbatical despite the lockdown. Read more



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