Weekend readings - 3 Dec, 2021 : Edition 69

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

“I must remind you that value investing is not designed to outperform in a bull market. In a bull market, anyone, with any investment strategy or none at all, can do well, often better than value investors. It is only in a bear market that the value investing discipline becomes especially important because value investing, virtually alone among strategies, gives you exposure to the upside with limited downside risk. In a stormy market, the value investing discipline becomes crucial, because it helps you find your bearings when reassuring landmarks are no longer visible.” —Seth Klarman (1997)

Section 1 - Investing & Personal Finance

Bulls, Bears and Pigs - by Jason Zweig (LINK)

Absolute Return Letter, December 2021: COP25½ (LINK)

Assured Misery - by Morgan Housel (LINK)

Bill Miller’s Journey (Part II): Lessons of Triumph and Tragedy. (LINK)

Section 2 - Economic Trends & Themes

ARP Observations: India becoming the next China (LINK)

Good Luck Trying to Fix the Supply Chain Crisis (LINK)

Section 3 - Personality study & Development

​Why staring at screens is making your eyeballs elongate – and how to stop it​​ [LINK]

Section 4 - Business History & management

The podcast series of Sarvana Bhawan - Dosa King [LINK]

Section 5 - Reading & Entertainment

Prism of Indian Women passing thru SRK [LINK]

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Check out our Portfolios on the Smallcase platform and Moneycontrol.

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

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Now listening : GUL - 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