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 September 28, 2019

ON INVESTING

You can either shell out upwards of USD 3mn for a lunch, or fly to Omaha and queue up at 4:30am - that's the price you pay for seeking wisdom from the great investing duo of Warren Buffett and Charlie Munger. Or you can have someone summarize their meetings and arrange the notes by topics, so that you can gain all the wisdom from the comfort of your couch. This is not exactly a weekend read, consider this a part-time MBA (where the only fees you pay is your time). Read more



Is there a 'Lehman moment' waiting to happen in the Venture Capital world? Are Unicorns the sub-prime assets of this decade? Is the 'growth at any cost' model of start-ups coming to an end? These are some of the questions that the author of this article attempts to address. Callback to our article on private market valuations last week. Read more



Gen Z are considered key triggers of disruption and changes in behaviour, outlook. They challenge establishment (prefer renting over purchasing), stand up for ideals like the environment, climate change and redefine work (prefer startups over large corporations). A survey of worldwide interns of a global investment Bank shares insights on their views on various matters. Read more



ON BIASES

Our perspectives are colored by our cultural and socio-economic backgrounds and bounded by our limited experiences - much like the parable of the blind men and the elephant. Just as an elephant can be described in more than one ways by a group of men, so can we hold different opinions and still be right. There are very few things in investing what are immutable - either black or white - most of the spaces that we operate in are grey. Thus, most investment debates can and should be replaced by acknowledging that reasonable people can disagree because we’re all different and driven by things that are hard to quantify. Read more



Can a man marry his widow's sister?

Before you answered that question, did you realize that it doesn't make sense at all. It’s just one example of how people are very bad at picking up on factual errors in the world around them. Even when people know the correct information, they often fail to notice errors. This article explains some of the flaws in our dealing with data and facts. Read more



LESSONS FROM HISTORY

Wisdom is often found in the simplest of places - history, for instance. Here's a look at the principles of Stoicism, proposed by philosophers such as Seneca and Marcus Aurelius, adopted by some of today’s greatest business minds Read more



DID YOU KNOW?

The headline result of a latest study is that hedge fund managers who have won poker tournaments have more alpha, representing an additional 4.2 percentage points in returns per year versus 2.8 percentage points for other managers, through a combination of higher average returns and lower average risk. Wanna meet for a game of poker this weekend? Read more



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