Weekend Bulletin - 12th July'24 : Ed. 180
A compilation of few interesting, multi-disciplinary links from the internet
Connect on various social media platforms here
Subscribe (free) to #AKGweeklycharts here [Newletter released every Monday]
June’24 review of our equity research strategy- Special Situation & Wealth Compounders [We have initiated 2 new stock positions in FC WC and 1 position in FC SS so far in the month of June. Visit www.fintrekkcapital.com for more details]
Section 1 - Investing & Personal Finance
On special relativity of Investment Horizons [LINK]
When we superimpose our investing principles against modern money-management-industry conventions, we are often struck by the dramatic difference in our investment horizons vs. those of the industry.
The Playing Field for China is Getting Narrower and Narrower [LINK]
Joerg Wuttke is the former president of the EU Chamber of Commerce in China. He has been living in Beijing for more than thirty years. In this interview, he discusses the country’s economic prospects, the rising trade conflict with the EU and the question of who Beijing would prefer to see in the White House!
Section 2 - Economic Trends & Themes
AI’s $600bn question [LINK]
A huge amount of economic value is going to be created by AI. Company builders focused on delivering value to end users will be rewarded handsomely. We are living through what has the potential to be a generation-defining technology wave. Speculative frenzies are part of technology, and so they are not something to be afraid of. Those who remain level-headed through this moment have the chance to build extremely important companies.
Even simple actions online can take a toll on the environment [LINK]
In The Atlantic, Arthur Holland Michel discusses the environmental impact of digital activities, comparing everyday online actions to “turning on a small light bulb that'll never be turned off.” Michel explores the growing emissions from data centres and networks, which now match those of the aviation sector. While individual actions like deleting unnecessary data can help, he argues that the main responsibility lies with big tech companies and governments.
Section 3 - Personality study & Development
Declare your independence - from misery [LINK]
The independence we seek as people with a God-given right to pursue our happiness goes beyond freedom from an external tyrant such as King George III. True independence involves release from the subjugation of personal urges and weaknesses. We must stand up to our destructive desires to spend more than we have, to drink more than we should, to admire our own image, to fritter away our time, to seek the admiration of others
Section 4 - Business History & management
The end of Iphone [LINK]
iPhones, iMacs and iPads are an ubiquitous part of the Apple brand. At least that’s what we believe. But Carlton Reid writes in Wired that all these brands may be retired.
Section 5 - Sports, literature & Entertainment
How Archana Kamath made it to the Paris Olympics [LINK]
Narratives of sports people who are condemned to the boondocks by the system are common in India. This is why Archana Kamath coming back and making her way to the Indian tennis team for the Paris Olympics in 2024 makes for an inspiring read. She was snubbed for the Commonwealth Games 2022 and was at an all time low. It took time to get out of her mental block and she teamed up with her medal winning coach Anshul Garg, writes Abhijit Nair in Scroll.
That's it for me. Have a great weekend ahead!
If you have any feedback that you’d like to share, simply reply to this email or leave a comment below.
Disclaimer:
The content of this newsletter is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this newsletter unless mentioned explicitly. The writer may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this newsletter