We have been trying to bring to you interesting articles through our compilation, “What We Are Reading”. The encouragement that we have got from you over the years has motivated us constantly.
In line with the same philosophy of adding value and sharing information and knowledge, we are starting another innovative compilation, “What We Are Seeing”. This will bring to you a few charts and pictorial research.
It’s said that pictures say more than a thousand words. Hopefully you will find this useful too. Please do provide your comments on the same.
The enclosed 2.009 version contains – interesting articles on Media Ecosystem, Raghuram Rajan’s note on Bank NPAs, Indian Rupee, BS6 and EV Sustainability, Indian Real Estate, Importance of Operating Cash flow, Crypto Crash, Fast charging and Oil Supply.
The enclosed 2.008 version contains – interesting articles on India and Japan Economy, Indian Banking Sector, Berkshire Hathaway’s best moves, World Economy since Financial Crisis, Yuval Noah Harari extract, Global Cryptocurrency and Case for 50 year bull run.
The enclosed 2.007 version contains — interesting articles on India Strategy, Macro Risks in India, MPC Minutes, Making a Market, Fall in Lira, Brexit, Chinese Electric Vehicle Start-up, US Trade Deficit and Misuse of Free Photoshoot.
The Enclosed AMBIT Capital Report on “Mastery in Indian equities” features Sunil Singhania’s career and investing style using the Robert Greene’s ‘Mastery’ framework. The AMBIT report was intended to include detailed studies of investment legends and their varied styles of delivering stellar returns over periods in excess of a decade in the Indian stock market.
The report aims to answer the following questions
• What exactly goes into the making of an expert investor?
• How do such experts learn their trade? Who are their mentors?
• What life experiences shape them?
• What role, if any, do books and academic training play?
• Why is it that these legends are able to learn so much more from their mistakes than the average investor?
• How do these people stay motivated given the daily pressure exerted by the market?
• What differentiates them and helps them stand apart from the crowd?
The enclosed 2.006 version contains — interesting articles on India road sector, RBI policy, India’s Generational Shift in Consumption and Debt, GST revenues, Economic Conditions Snapshot, House prices, Drug Prices, technology to make pesticides stick to leaves, FAANG stocks and the Great trade war.
The enclosed 2.005 version contains — interesting articles on The Uphill Climb, FX Outlook, Revised Load-Carrying Norms for Trucks, Travel and Logistics, Neta App, India’s Post Poverty Challenge, Operating system powering Jio phones and Nine essential conditions to commit fraud.