AKG's Weekend Readings Bulletin

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Weekend readings - 18 Feb'22 : Edition 76

amitgupta.substack.com

Weekend readings - 18 Feb'22 : Edition 76

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

Feb 18, 2022
Share this post

Weekend readings - 18 Feb'22 : Edition 76

amitgupta.substack.com

“The number one idea is to view a stock as an ownership of the business and to judge the staying quality of the business in terms of its competitive advantage. Look for more value in terms of discounted future cash-flow than you are paying for. Move only when you have an advantage.” —Charlie Munger

Section 1 - Investing & Personal Finance

A lecture by Sanjay Bakshi: Some Life Lessons (video) (LINK)

The Investor’s Podcast: Expectations Investing with Michael Mauboussin (LINK)

Key takeaways from ‘Zurich Axioms’ [LINK]

Section 2 - Economic Trends & Themes

Facebook's downturn was a long time coming [LINK]

Section 3 - Personality study & Development

Putting Ideas into Words - by Paul Graham (LINK)

The Seven Habits That Lead to Happiness in Old Age - by Arthur C. Brooks (LINK)

Section 4 - Business History & management

The economics of Spotify [LINK]

Section 5 - Reading & Entertainment

NY interviewer : The sex scene is dead in the movies [LINK]

Diptakirti Chaudhari : The many avatars of Bappi Da [LINK]

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Check out our Portfolios on the Smallcase platform and Moneycontrol. See our Union Budget FY22 thoughts here. Subscribe (free) to #AKGweeklycharts here [released every Monday morning]

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[Now reading - Book 8 of 2022] : The Hard Thing about Hard Things by Ben Horowitz

[Now Listening] : Maula by Anuv Jain

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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

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Weekend readings - 18 Feb'22 : Edition 76

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