Here’s the first issue of the Tipsheet. The
idea with this site is to curate and organize the best blogposts, newsletters, tweets, podcasts, research papers on finance and more that I can possibly find. Hopefully, you’ll find this useful the next time you want to go down the rabbit hole. Please do let me know if you have any ideas or suggestions. Investing
Arrogance vs Humility
Mandates, or lack thereof
Quality portfolio with long-term returns: How a low-cost Coffee Can helps investors
The Abstraction of Shareholder return
Efficient Markets and Irrational Exuberance
What to Do When the Market is Manic
Man Bites Dog: The Year for Active Management?
How To Make A Million Dollars Day Trading
The Passive Investing Mirage And The Disintermediation Of Active Mutual Fund Managers
Exclusive Review: UTI Nifty 200 Momentum 30 Index Fund Research papers
International Diversification: Much Ado About Nothing? by Rajan Raju, Rajiv Baruah :: SSRN. A particularly relevant paper for Indian investors thinking about international investing and diversification
A Short History of Value Investing and its Implications Psychology and behavior
The Revised Psychology of Human Misjudgment, by Charlie Munger
Tiny Revolutions №57: Some Things Are Just Hard
Buy What You Know’ Is ‘Dumb Advice’: Daniel Crosby
The Psychology of Money
Mimetic Desire 101
Mimetic Desire 102 Investor letters
2020 SAI Letter: The Point of No Return: The Path From Deflation To Hyperinflation; Expedition Everest; And – Berkshire: The Goat Goes Full Repo Startups & Fintech
Is EdTech India’s Next Global Export?
A (digital) gold rush in fintech
Quartz The creator economy
The Side Hustle Arms Race Videos
For the all the Munger fans, this should keep you occupied over the weekend.
Charlie Munger at the Daily Journal Annual Meeting
A weird and fascinating link to remind you you of the serendipity of the old internet.
The Evil Apple, The First US Decentralized City, and Hacking Tractors! Tweets
Get an email with all the fascinating links