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 March 13, 2021

ON INVESTING

Does quarterly reporting detract companies from long term goals? Is there hard evidence that short-termism genuinely detracts from company performance and economic growth? No path goes straight up, of course, and the long-term companies have faced plenty of character-testing times. This article takes a shot at building a measurement and index to measure long termism. Long term investors will find evidence to reiterate their belief in long termism Read more



For a business-owner, fearful when fearful was the right answer. And that’s exactly what all good promoters did. No one considered buybacks. Most did the opposite, drawing down additional liquidity. A few even diluted equity. Focus was solely on health, safety, people and business issues. Risk-first approach worked well, allowing better businesses to capitalize on a faster-than-anticipated recovery and gain over peers. Anand Sridharan of Nalanda Capital shares why his advice on buybacks was ill-timed Read more



One would expect that if we only had more information, we’d make better decisions. However the world doesn’t always work that way. Paradoxically, more information often means that we make worse decisions. To compound this, sometimes the harder we work to gain access to information that seems exclusive and relevant, the more we tend to value it. Read through on how finding the balance can lead to better investment decision making Read more



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