Weekend Bulletin - 14 Oct'22 : Ed. 108

A compilation of few interesting, multi-disciplinary links from the internet

“The more successful a company becomes, the more difficult it is to continue the record: Competition, governmental controls, and increasing market saturation all play a role in slowing growth. Too, a management team skilled a t running a rapidly growing $50 or $100 million corporation may be lost at the $300 to $500 million sales level. Product and markets seemingly invulnerable to competition are suddenly inundated by it. Untouchable patents are circumvented by new discoveries. Costs cannot be controlled and prices cannot be raised, so profit margins are squeezed. Markets that appeared open for years of brisk growth become saturated. Political or economic events occur, such as an oil embargo or a sharp recession, totally beyond the control of even the most astute management, wreaking havoc in the marketplace. History constantly reminds us that in an uncertain world there is no visibility of prospects. Future earnings cannot be predicted with accuracy. As we have seen with high-expectation companies that have negative surprises, the best companies can be terribly overpriced and can be drastically reappraised.” —David Dreman (“Contrarian Investment Strategies: The Next Generation”)

Section 1 - Investing & Personal Finance

Little Rules About Big Things - by Morgan Housel [LINK]

How to Make Peace With Your Stock Market Losses - by Jason Zweig [LINK]

Section 2 - Economic Trends & Themes

Russel Napier - The return of Capex boom [LINK]

​ONDC: The UPI Moment For E-Commerce? [LINK]

Section 3 - Personality study & Development

16 ways to calm yourself [LINK]

Section 4 - Business History & management

A 1998 Michael Burry memo on Berkshire Hathaway [LINK]

Section 5 - Sports, literature & Entertainment

Why MS Dhoni doesn’t carry his Phone [LINK]

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That's it for me. Have a great weekend ahead!

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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