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 January 18, 2020

ON INVESTING

Compounding, referred to as the eight wonder of the world by Albert Einstein, and its exponential effect on returns has been well discussed before. Inherent to compounding is the time required for it to play out. Chris Cerrone of Akre Capital Management shares some insights on when you should sell a compounding powerhouse business. Read more



Events such as the re-introduction of Long Term Capital Gains in 2018 or the demonetization drive in in 2016 were sudden and particularly injurious to one’s portfolio. However, unexpected events can be expected. Or should be. Morgan Housel delves into how we should approach such risks. Read more



LESSONS FROM HISTORY

Let’s learn a few lessons from India’s largest snack company, Haldiram’s, and read about the company’s evolution over the span of eight decades. Note that this company has outperformed the likes of Unilever, Nestle, PepsiCo and many others in India and is spreading its wings abroad as well. Read more



Stories, since eternity, have been narrated and re-told (not re-read). From audio to print and now back to audio – The full circle in the history of books and reading. Let's find out more. Read more



Wisdom becomes evident in hindsight. If an investor back then had stepped beyond ‘conventional’ wisdom to take the un-beaten path with the legendary investor, Warren Buffett, he would have made superior returns. Let’s take a look. Read more



LEARNING & DEVELOPMENT

Globally, meetings are the core of interactions, communication and decision making. And while productivity and efficiency enhancement exercises are pursued for various business functions, the ‘meeting’ isn’t given the same importance. Here are the few tips and a small exercise to achieve high quality and timely decisions at meetings. Read more



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