Messy humans

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.


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


The creator economy

The Side Hustle Arms Race


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!


Get an email with all the fascinating links

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