AKG's Weekend Readings Bulletin

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Weekend readings - 1 Oct, 2021 : Edition 61

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Weekend readings - 1 Oct, 2021 : Edition 61

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

Amit Kumar Gupta
Oct 1, 2021
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Weekend readings - 1 Oct, 2021 : Edition 61

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“When we look at businesses, we try to think of what can go wrong with them. We try to look [for] businesses that are good businesses now, and we think about what can go wrong with them. If we can think of very much that can go wrong with them, we just forget it. We are not in the business of assuming a lot of risk in businesses. That doesn’t mean we don’t do it inadvertently and make mistakes, because we do. But we don’t intentionally, or willingly, voluntarily, go into situations where we perceive really significant risk that the business is going to change in a major way.” —Warren Buffett

Section 1 - Investing & Personal Finance

Don’t Trust Your Gut - by Jason Zweig

Asia Tech Strategy Podcast: Why DCF Sucks for Digital Valuation

​World has not yet learned from failure of Japanese Monetary policy        ​​

Section 2 - Economic Trends & Themes

Could Green Energy Fuel a Bull Market in Commodities — and in Oil and Gas?

​ESG is the biggest f​​arce in recent​​ history.  

​The crack has begin in the Chinese debt fueled growth model.    

Section 3 - Personality study & Development

The frustration with productivity culture

Section 4 - Business History & management

The Tim Ferriss Show: Interview with Michael Dell

Section 5 - Sports & Entertainment

​​In Defence Of Zero | Baradwaj Rangan

Sardar Udham | Official trailer

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Additional links

Scuttlebutt with Auto dealers ahead of Festive season

Top sectors to park your money

​​Evergrande – scarecrow or black swan?

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Check out our Portfolios - Special Situations and India Opportunities Strategy on the Smallcase platform.  Also, find our portfolios now on Moneycontrol as well

***

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

If you enjoyed reading this issue, please consider buying me a coffee for the encouragement to keep writing this weekly newsletter.

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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

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Weekend readings - 1 Oct, 2021 : Edition 61

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