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 17, 2018


Investors seek certainty. But predicting the future is hard, so every investor is forced to analyze the present while understanding the past. However, do these past trends and historical averages really help in making investment decisions with certainty? We refer two articles that argue that relying on the past alone can be dangerous:

A. Investors use metrics like P/E, Price to Sales, CAPE etc to determine if market is definitively cheap or definitively expensive. Problem is that these ratios can lead to differing conclusion. More importantly, Even if you know whether the market is overvalued, undervalued, or fairly valued, that information isn’t actionable in the short-term. This article explains why. Read more

B. If you have a deck of 52 cards or a fair coin, the probability of any outcome can be known. However, in the stock market, can you predict that based on past trends, what is the likely future? It is important to know the past and how trends have played out, but it can be dangerous to extrapolate based on that alone. Read more

Risk is not that we lose money in a given year; we know that we will lose money in a given year, says Warren Buffett. If risk is not in losing money, then what is it? The Oracle of Omaha answered this question during Berkshire’s 1994 Annual Meeting, which is represented here: Read more

Thomas Russo discusses his idea of 'capacity to suffer' (how companies should invest in business even if the advantages of the same are not realized immediately i.e. delay gratification) in greater details in this video. Read more


Technology was meant to make life easy for the average worker. Easy access to information was intended to aid to the intellectual worker in his decision making process. But did it? The law of unintended consequences states that unintended consequences are outcomes that are not the ones foreseen and intended by a purposeful action. This week, we look at two articles that highlight the unintended consequences of Technology.

I. Here's a long narrative by @Atul_Gawande on how technology has made life harder rather than easier. Read more

II. In another narrative, Ben Carlson (@awealthofcs) argues that access to information hasn't made us better decision makers. There is so much data, analysis, opinions, and information available that you can spin almost any argument in your favor if you so choose - i.e. enhance our confirmation bias. Read more


This article recounts the journey of the brand 'Nike' from the perspective of marketing and branding strategies. Compliment this with the founders own memoirs in the book '_Shoe Dog_' for two interesting perspectives - one from the outside, and other from the inside. Read more


How do you overcome a fear? By actively seeking it and facing it. That’s the message that this TED speaker delivers in this funny account of his personal experience. Read more


Soon-to-be-published research will show roughly 22 percent of China’s urban housing stock is unoccupied, according to Professor Gan Li, who runs the main nationwide study. That adds up to more than 50 million empty homes, he said. The nightmare scenario for policy makers is that owners of unoccupied dwellings rush to sell if cracks start appearing in the property market, causing prices to spiral. The latest data, from a survey in 2017, also suggests Beijing’s efforts to curb property speculation -- considered by leaders a key threat to financial and social stability -- are coming up short. Read more

We've all heard that '_Data is new oil_'. But how about data being the '_new labor_' ? This article discusses the use of data as labour and looks at the issue of pricing the data for these companies and rewarding the generators of data i.e. us as generators of this content and data. Read more

In just a few weeks, humanity may take its first paid ride into the age of driverless cars. Waymo, the secretive subsidiary of Google’s parent company, Alphabet Inc., is planning to launch the world’s first commercial driverless car service in early December, according to a person familiar with the plans. Read more

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