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
Section 2 - Economic Trends & Themes
Section 3 - Personality study & Development
Section 4 - Business History & management
Section 5 - Reading & Entertainment
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).
Now Watching : Chai Thandi Ho rahi hain | Priya Malik | Unerase Poetry
That's it for me. Have a great weekend ahead!
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