Weekend readings - 9 Jul, 2021 : Edition 49

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

“Quality is underappreciated. It cannot be modeled in Excel, it’s not on the balance sheet, nor does it make for an exciting investment pitch. Quality is not easy to pin down, because it often represents new ways of doing things that stretch or break old mental models. Investment ideas based on quality can be difficult for investment organizations to implement because deep appreciation of and conviction in quality is difficult to convey from one person to another. It seems common for quality to be dismissed in favor of so-called “structural” advantages—things like a brand or a switching cost. These are important, too, but the more I have seen, the more I’m convinced that the difference between great and merely good is qualitative.” —Josh Tarasoff

Section 1 - Investing & Personal Finance

Invest Like the Best Podcast: Balaji Srinivasan - Optimizing Your Inputs

Jason Zweig : Great expectations

​​Section 2 - Economic Trends & Themes

Mari Pangestu : Making trade work for everyone

Balaji Vaidyanath : Nuclear Energy Comeback

Section 3 - Personality study & Development

Why Ambitious people have unrelated hobbies?

Section 4 - Business History & management

Cozo Pets Fraud : Fake customers & Angry investors

Human evolution led to extreme thirst of water

Section 5 - Reading  & Entertainment

Jai Arjun Singh : ​The Serious Actor and the Matinee Idol - a tribute to Dilip Kumar

Odd Lots Podcast: Ryan Holiday on Opening a Bookstore During a Pandemic 

Osman Samiuddin : Dravid as long-term India cricket coach

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Check out our Portfolios - Special Situations and India Opportunities Strategy on the Smallcase platform. We have completed 9 weeks in SS and delivered 27.06% absolute return since inception (last updated: 8 Jul, 2021).

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Now Watching : Chai Thandi Ho rahi hain | Priya Malik | Unerase Poetry

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That's it for me. Have a great weekend ahead!

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