Weekend readings - 17 Sept, 2021 : Edition 59

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

“Choosing to avoid loss is not a complete investment strategy; it says nothing about what to buy and sell, about which risks are acceptable and which are not. A loss-avoidance strategy does not mean that investors should hold all or even half of their portfolios in U.S. Treasury bills or own sizable caches of gold bullion. Rather, investors must be aware that the world can change unexpectedly and sometimes dramatically; the future may be very different from the present or recent past. Investors must be prepared for any eventuality.” —Seth Klarman (“Margin of Safety”)

Section 1 - Investing & Personal Finance

OutsideVoices Podcast: Mohnish Pabrai: Cloning, Learning from Charlie Munger

Bearish FM in Bullish times

Section 2 - Economic Trends & Themes

13th Annual Shipping & Marine Services Forum - Presentation - Dr. Martin Stopford

Section 3 - Personality study & Development

Life happens in Public : Get used to it by Ryan Holiday

Section 4 - Business History & management

One percent show : Harsh Mariwala on risk-taking and corporate culture

Story and birth of QR code

​​Jack Ma's Bund Finance Summit Speech which started the Chinese tech control

Section 5 - Sports & Entertainment

Did I mention I have a book coming out?

​​When Two Tickets made England LOSE the Throne of Cricket

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Now watching : Cadbury Dairy Milk revisited 25yrs later

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Check out our Portfolios - Special Situations and India Opportunities Strategy on the Smallcase platform. 

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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