Weekend Bulletin - 25 Mar'23 : Ed. 130

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

“One of the most fascinating things about golf is how it reflects the cycle of life. No matter what you shoot — the next day you have to go back to the first tee and begin all over again.” – Peter Jacobsen

For more book quotes, follow #FCBookexcerpt every Tue on our Linkedin page here and latest post here.

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Use discount code 'FCSPLASH' to get a 20% discount across all plans and strategies on smallcase. Refer details here

Watch and Listen media coverage on Twitter spaces with AI here and ET Markets stream session here. My note on twitter here and media quote here

Interview with News9 here [from 35:00] and here [from 46:08] in this week

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Section 1 - Investing & Personal Finance

Using GPT for market research [LINK]

Is it possible to deploy the AI in Large Language Models (LLMs) for market research and for making crucial decisions such as product pricing? This is a question three researchers investigate in a paper being reviewed currently. It can be viewed on SSRN. 

Is compounding the 8th wonder of the world? [LINK]

​Investment is a probabilistic endeavour and in the last decade, Indian equities have seen significant re-rating as well as lower volatility compared to earlier decade. But will this compounding continue, Harish Krishnan explores

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Section 2 - Economic Trends & Themes

Why China would like to prolong the Russia-Ukraine war? [LINK]

In The Indian Express, Jabin T Jacob of Shiv Nadar University offers three reasons why China might have no interest in ending the Russia-Ukraine war.

Green shoots, Parched Roots [LINK]

M Rajshekhar asks a fundamental question about the microfinance industry: While the media narrative seems to suggest microfinance is doing well, the economic situation is stacked against it — falling remittances, lower government allocation for rural schemes, among others. So what exactly is happening?

PS : It’s important to read contra views to validate and cross question our investment thesis. We are invested in a MFI company under FC Wealth compounders product. For investing with us, refer details here

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Section 3 - Personality study & Development

Why smart people believe in Stupid things? [LINK]

Just how do smart people come to believe in what is clearly ridiculous? Interesting question, this one. An interesting post on The Prism that attempts to explain why.

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Section 4 - Business History & management

Tech firings were inevitable [LINK]

Firings from technology companies appear to be hitting the headlines every other day. Just what is going on? While we dig to the bottom of it, a post by Emmanuel Maggiori, a freelance software developer, had us hooked. The firings were inevitable, he argues, basis his experience. As the Gen-Z says in a light tone, itna sach bh nahin bolna tha (You don’t have to speak so much truth)

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Section 5 - Sports, literature & Entertainment

Trying to be less lonely [LINK]

What a gorgeous definition of “togetherness”, of trying to be less lonely

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Connect on various social media platforms here

For more recommendations every weekend, follow #FCOTTReco and #FCBookReco on our Twitter page here. Check out last week recos - MH370: The plane that disappeated on Netflix and Traffic: Why we drive the way we do (and what it says about us) by Tom Vanderbilt.

​Subscribe (free) to #AKGweeklycharts here​​ [released every Monday morning]

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

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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