AKG's Weekend Readings Bulletin

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Weekend readings - 8 Apr'22 : Edition 83

amitgupta.substack.com

Weekend readings - 8 Apr'22 : Edition 83

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

Apr 8, 2022
Share this post

Weekend readings - 8 Apr'22 : Edition 83

amitgupta.substack.com

“The essential ingredient in Oaktree’s investments in distressed debt – bargain purchases – has emanated from the great opportunities sellers gave us. Negativity reaches a crescendo during economic and market crises, causing many investors to become depressed or fearful and sell in panic. Results like those we target in distressed debt can only be achieved when holders sell to us at irrationally low prices. Superior investing consists largely of taking advantage of mistakes made by others.” —Howard Marks (“Selling Out’)

Section 1 - Investing & Personal Finance

Should you invest in the current market? - AMA session with Smallcase [LINK]

5 things i know about Investing - by Kenneth R.French [LINK]

Section 2 - Economic Trends & Themes

Jamie Dimon's Letter to Shareholders (LINK)

Absolute Return Letter, April 2022: 10% Inflation to Come? (LINK)

Section 3 - Personality study & Development

The surprising thing about expectations - by Seth Godin (LINK)

Section 4 - Business History & management

Odd Lots Podcast: How Bill Gross Built a Bond Empire And Then Lost It All (LINK)

Section 5 - Reading & Entertainment

Modern India is still under the spell of black magic [LINK]

16 years of Red Chillies VFX [LINK]

Musical History of ‘Bumbro’ song '[LINK]

**

Now Reading : [Book 14 of 2022] - Nagme, Kisse, Baatein, Yaadein: The Life & Lyrics of Anand Bakshi [LINK]

Now Watching : I am not a cool girlfriend by Priya Malik [LINK]

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

***

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 - 8 Apr'22 : Edition 83

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