Interesting way to dissect India into three sub-segments rather than looking at overall averages which are flawed. Insightful for businesses in customer targeting as well as for investors in assessing real addressable market. Mr @chokhani_manish often share this in his interviews pic.twitter.com/vWmvWOegRb
— Jatin Khemani, CFA (@jatin_khemani) October 1, 2019
— Deepak Shenoy (@deepakshenoy) September 21, 2019
I've been studying China 🇨🇳 for almost a decade now.
— Gaurav Sharma (@Gaurav1105) September 1, 2019
Fascinated by its ancient history, cultural transformation, hi-tech prowess, neo-capitalism, wealth creation, debt crisis, & global domination.
Here're some good documentaries👇🏼that explain China's past, present, and future
The white line is not a fence. But because the one at the front believes it is, the others too follow the same and act accordingly. Their action has nothing to do with logic or facts. It is the classic herd mentality !
— Smart Sync Services (@SmartSyncServ) August 29, 2019
Keeps happening in the markets too !!@anshul81 @dmuthuk pic.twitter.com/TGEU826EA9
THE BEST PODCASTS AND ARTICLES I'VE EVER FOUND
— George Mack (@george__mack) August 19, 2019
Here are the 0.1% of resources I've consumed that have brought me 90% of the value.
The LINDY LIBRARY.
I wish somebody gave me these in a list so I could have spent more time exploiting than exploring.
THREAD…
Interesting wide sweep of history focussing on points at which the East and West diverged as also the changes in political order from agrarian to scientific age. All this as a historical backdrop to the current Sino-US conflict. https://t.co/0kITYJhrLT
— Swanand Kelkar (@Swa_Kel) August 12, 2019
4,953 pages of basically everything Warren Buffett has ever written publically. This is good to ctrl F topics on your mindhttps://t.co/hlCWrbFVRj
— Andrew M. Kuhn (@FocusedCompound) August 8, 2019
Moats are actually loops. Fun exercise—try to draw this for whatever business you work in or a company you love.
— Patrick OShaughnessy (@patrick_oshag) August 4, 2019
From @maxolson
https://t.co/HkPVf45eyj pic.twitter.com/qznM8CIwBx
The more I think about it, the clearer it becomes: anybody with options to invest globally ( US in particular, with its zero CG tax for overseas investors), really has no case to invest in India, given its ancient companies, the slowdown, and ever rising taxation on everybody
— Shankar Sharma (@1shankarsharma) July 15, 2019
Microeconomic decisions create macroeconomic phenomena… pic.twitter.com/DRr7yK8LK2
— Justin Wolfers (@JustinWolfers) July 5, 2019
After multiple design iterations, few inputs from @naval and adding some quality content; The Angel Philosopher is redesigned and curated better than ever.
— Sharath Kuruganty (@5harath) April 7, 2019
Discover and engage with quite possibly the largest collection of Naval’s content on the web.https://t.co/nFZ6XojMZ4
Ok, here is the link.
— Fundoo Professor (@Sanjay__Bakshi) April 1, 2019
This is an experiment. I recorded this while sitting out in the sun in my house over four early mornings – so lots of background sounds – including birds… https://t.co/dx7X5ElFrZ https://t.co/kGNQH6oRlu
Thread: The best consumer marketplaces end up supply-constrained, because they tap into an incredible amount of demand. For instance, Airbnb, Lyft, and Uber have seemingly infinite demand since the product/market fit is so strong–and this demand puts pressure on supply.
— Li Jin (@ljin18) February 23, 2019
My 2018 Annual Letter is now out:https://t.co/k9nEe4OgWB
— Chamath Palihapitiya (@chamath) October 31, 2018
Contents:
– Returns
– A Ponzi Scheme in Silicon Valley
– AI
– Computational Biology
– A Comparison to Berkshire Hathaway
World Exporters Map
— 🅿₹🅾🆇🆈 🅸🅽🆅🅴🆂🆃🅾🆁 (@proxy_investor) October 27, 2018
India has miles to go its about 1/9th of China now, and Germany has the highest export at $18000 per person for its 83 million population, while the US per person export is $4800
Published on the World Economic Forum website pic.twitter.com/GDnwWOZj4i
1) Recently finished @nntaleb’s Skin in the Game. Like others (@naval) who have had their worldviews shifted by Taleb’s writings on probability, randomness, and society in general, SITG changed how I think about numerous parts of the economy and society. Some takeaways:
— Jim Rosen (@Jimmy_Rosen) July 15, 2018
The Psychology of Money
— Morgan Housel (@morganhousel) June 3, 2018
From an industry that talks too much about what to do, and not enough about what happens in your head when you try to do it.https://t.co/1JPpZchhs9
How Behavioral Economics is Dangerous BS. Very dangerous. pic.twitter.com/nEXvAudTj1
— Nassim Nicholas Taleb (@nntaleb) August 21, 2019
Value Investing options in India 