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 16, 2019

ON INVESTING

What differentiates a great athlete from a good one is the amount of time spent on training. Doing more reps, however, can get extremely boring. Thus, by this measure, what differentiates great athletes from a good ones is their tolerance for boredom. Not surprisingly, it's the same in investing. Read more



Couple of weeks ago, we had shared a Goldman Sachs Research study of the Recessions in the last 100 years. In this article, GS Research's Chief Credit Strategist deep dives into one of the causes - financial imbalances; reassuringly analysing the current credit environment and outlining pockets of risk that are worth watching. Read more



Amongst the many attributes of a great business, the one that doesn't get highlighted often is their ability to survive. Just as with species, it's not the strongest that have survived, but the one that have adapted to change, its the same with businesses. Thus one of the attributes that buy and hold investors should look for in businesses is their ability to adapt and evolve. Read more



ON BIASES

A simple pictorial depiction of 20 cognitive biases that affect our decision making. This may very well suit in a photo-frame on your desk. Read more



LESSONS FROM HISTORY

Continuing on the thread of survival, here is a time travel over the past 18 years to see how the top brands have changed over the years. Read more



LEARNING & DEVELOPMENT

Systems, from global economies to monthly grocery shopping, often have multiple variables with complex relationships. Here’s a guide on how to use a visual loop diagram to make it comprehensible. This maybe useful for the investing community in preparing mental model on companies/sectors. Read more



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