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 April 11, 2020

ON INVESTING

Here’s an article written by Seth Klarman, Founder, Baupost Group, during the midst of financial turbulence in 2009, with some valuable advice on how investors should deal with volatility and uncertainty. Investors may feel a sense of déjà vu based on the current jitters the market is experiencing. Read more



In 1990, Howard Marks wrote his first investment memo - ‘The Route to Performance’ stating that, ”if you can avoid the losers (and losing years), the winners will take care of themselves.” This remains the guiding spirit of Oaktree’s investment approach today. Celebrating its silver jubilee year, here’s an interview in which Oaktree’s partners outline their formula for success - skills, knowledge of markets, and focus on controlling risk. Read more



LESSONS FROM HISTORY

To reinforce the advice shared by Seth Klarman, we share this video by Morgan Housel on the history of volatility. He considers himself to be a diehard optimist but backs it up with facts about how the markets have been through this multiple times before. Read more



LEARNING & DEVELOPMENT

We conclude this week’s reads by sharing some lessons so that you won’t make avoidable mistakes in your investing journey. And while the most valuable lessons are learnt through experience, the stock market can be a cruel teacher. Read more



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