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 May 04, 2019

ON INVESTING

Two articles on portfolio construction:

A) When it comes to portfolio construction, KISS (a design principle used by the US Navy since 1960) seems to be worth adopting. Read more



B) Thomas Macpherson of Nintai Investments shares some insights on how it’s simpler to be a Focused Value Investor when it comes to your holdings Read more



3 questions that an investor should be reflecting on regularly to fine-tune one’s investment strategy. Question no.2 is our personal favorite and the most tough to answer. Read more



It's wisdom weekend in Omaha - the mecca for investors. For those that couldn't make the journey, here is an hour long gem of a video where the Oracle of Omaha shares his wisdom on debt and investing. Read more



ON BIASES

We have shared articles in the past (including this week) about how listening to market pundits can be damaging to your portfolio. Here’s an article though for the pundits about how a little humility in their opinion and findings can take them a long way with their audience:

"Our key finding," Tormala said, "is that although non-experts can become more persuasive by expressing high certainty about their opinions, experts can become more persuasive when they express some degree of uncertainty. Across several studies, we found that expert sources gained interest and influence by expressing minor doubts about their own opinion." Read more



Last week we shared an article about how optimists are more likely to be better off over time. However, an investor must be careful not to let the narrative become an emotional pitch and override facts. Read more



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