AKG's Weekend Readings Bulletin

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Weekend readings - 24 Sept, 2021 : Edition 60
amitgupta.substack.com

Weekend readings - 24 Sept, 2021 : Edition 60

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

Amit Kumar Gupta
Sep 24, 2021
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Weekend readings - 24 Sept, 2021 : Edition 60
amitgupta.substack.com

“It’s the future that counts. It’s like what I wrote there, what Wayne Gretzky says, to go where the puck is going to be, not where it is. So, the current multiple interacts with the reinvestment of capital and the rate at which that capital’s invested, to determine the attractiveness of something now. And we are affected in that valuation process to a considerable degree by interest rates, but not by whether they’re 7.3, or 7.0, or 7.5. But I mean, we’ll be thinking much differently if long-term rates are 11 percent or 5 percent. But we don’t have any magic multiples in mind. We want to be in the business that 10 years from now is earning a whole lot more money than it is now, and that we will still feel good about the prospects of the business at that time. That’s the kind of business we’re trying to buy all of, and that’s the kind of business that we try and buy part of.” —Warren Buffett (1995)

Section 1 - Investing & Personal Finance

Are we on to a global stock market bubble?

Does equity investing works for you?

Section 2 - Economic Trends & Themes

Odd Lots Podcast: Understanding Evergrande, the Chinese RE Conglomerate

Real estate revival ahead

Evergrande is not the problem, but the symptom of China new strategy

Section 3 - Personality study & Development

History’s Seductive beliefs

​How to Defeat Distraction by Mastering Internal Triggers

Section 4 - Business History & management

Why Financial Manias persist

Many myths of Warren Buffet

Women Tuk-Tuk driver in Sri Lanka

Section 5 - Sports & Entertainment

England withdrawal a slap to Pakistan’s cricket

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Now listening : Sarfaroshi ki Tamanna by Piyush Mishra

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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!

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

If you have any feedback that you’d like to share, simply reply to this email or leave a comment below.

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 - 24 Sept, 2021 : Edition 60
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