- Really nice read on the management fees structure.
https://capitalgains.thediff.co/p/money-manager-fees-gets-paid
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Thank you Boss, I learn a lot from the materials you provide.
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so I’m done with plans for today – a lot of reading.
thank you for sharing this information
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This is quite a nice read.
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- AI blogs all around, found these two really nice reads. The generalist article succinctly explains how ChatGPT can be a force to reckon with for Google, but also points out disrupting Google might not be easy. (Well, if you come for the King, better ensure you dont miss
) The other article on how AI can help improve productivity could be misleading.
- Really nice read on the Adani/Hindenburg saga, the post says it all in terms of what could possibly be happening with the stock prices.
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Most of us don’t reorganize our view of the market on a daily basis. We have to be careful listening to exceptional operators like Tepper who transcend the investor/trader categories and who can pivot back and forth between different time frames. It’s too easy to get sidetracked by comments from people playing a different game or to waste a lot of time going down the rabbit hole on indicators that are being gamed by market participants already.
- Hedge fund 101,
https://capitalgains.thediff.co/p/multimanagerpodhedge-fund-101
- Culture clash at Financial service company – really nice insight into how M&As in finance dont really pan out they probably should.
- A really nice interview from John Carmack – he is essentially saying, he will work on AI not to have an easy exit but to ensure the technology reaches its maximum potential.
- India growth story – needs infra, education push, FDI
Really nice read,
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- A very nice read on country risk when investing. Aswath Damodaran notes some of the factors to consider when investing in countries and also points out the role of govt in the growth story.
- I dint know this, or probably dint pay attention. But a good piece on how stock prices can drive fundamentals
https://capitalgains.thediff.co/p/george-soros-theory-reflexivity
- Demographic stats
- The UPI story
- Some of the other reads,
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There were a few other reads from Friday and Saturday that I missed adding.
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- Podcast that @Bhuvan shared with me. This was really nice, just some of the things we have seen this past year in terms of NFT, Crypto, Gamestop among other things, and all the so called 0-interest-rate-products, have been put into context. Must listen to this one.
- Lot of debate around this, but one thing is for sure, all studies for the time being points to how useful 4 day work week are.
- Really nice read on risk seeking.
- Obviously no silver bullet for investing success – but doing simple this like the statement noted below helps.
keeping things simple and within their control, by saving, widely diversifying, and keeping costs low, while regularly rebalancing and focusing on total return—not yield alone
- Do stocks outperform bonds?
https://mailchi.mp/verdadcap/do-stocks-always-outperform-bonds
- ChatGPT and Fintech usecases.
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Dint realize this ^
(Bunch of startups doing this in India too, will be interesting to track this space.)