Spend 30 mins watching this (https://t.co/84mqePqVn7) and the next 30 reading the amazing tribute by @eashanghosh. All the inspiration you will ever need in life!
@jithamithra Hey Jitha! You should read First World War Adventures of Nariman Karkaria: A Memoir. Autobiography of a young Gujarati Indian who ran away from home and ended up fighting for The British Army. An interesting journey captured in a very simple yet captivating way!
Listen to Aritra Hazra, Assoc. Director-Strategy at ZestMoney, as he talks about the business model of Buy Now Pay Later (BNPL) in India along with an analysis of LTV/CAC, Repeats, Retention, Cohorts, & Product Funnel.
YT: https://t.co/uknTyTPqFr
Spotify: https://t.co/h5OF8PclPr
"The genes of my grandchildren are entirely predicated upon algorithmic efficacy. Which is to say, my wife and I met on a dating app."
~ @itsurboyevan
A very insightful piece, do give it a read!
https://t.co/A1BFrvzsIw
Publication Day!
Last summer, I set out to put together a guided tour through the modern history of designs case law in India. Today, it is The Finished Article.
I hold out hope that this book lives up to its title, in more ways than one. :)
Order here: https://t.co/hKSBM4abAd
Intelligent, Intriguing, and Enlightening analysis as always by @ramachandranesk. Do give it a read if you are interested in AI, NLP, or (especially!) Sanskrit!
Many Indians believe Sanskrit is a perfect language for computer programming and AI research. State-led programmes have deepened the impression.
Indian scientists working on AI research would like a word.
โRestricted Code,โ by @ramachandranesk.
https://t.co/mz98O4aiWq
1/
Get a cup of coffee.
In this thread, we'll analyze the "Devil's Card Game".
This is a super useful thought exercise. It can teach us several key concepts in economics, probability, betting, hedging, investor/market psychology, etc.
In a new series, I bring along finance Prof. @avijitbansal, IIM Calcutta & leading investor @anishteli, Founder, @qedcap together to discuss & decode the behavioral aspects of investing.
Listen to the full talk at:
YT:https://t.co/kCdebcCJuU
Spotify:https://t.co/g5KAr0oZt3
In my series on books, our 1st guest is @eashanghosh, Author, Imperfect Recollections: The Indian Supreme Court on Trade Mark Law. Listen to him talk about his book and landmark cases.
YT: https://t.co/avBPjfhUsk
Spotify: https://t.co/DRjMoydSwG
Apple: https://t.co/IOAmeIYth6
If you have ever wondered what's the difference between risk, uncertainty, and probability; this post might be for you! Read on to get a better grasp of these ideas, dispel misconceptions & adapt yourself to the adage: "Avoid Risk, Embrace Uncertainty":
https://t.co/bgJytgLbHI
Power of Cold Mailing! Power of @warikoo!
I have completed 10 episodes of The Capital Analyst podcast and each of them started with a cold mail.
Link to Warikoo's Video that helped me: https://t.co/v258iDkIjb
Subscribe to The Capital Analyst: https://t.co/TCQqRgQt7G
Ever wondered what it takes to make it your own? Listen to @ramachandranesk talk about her journey from BITS to IIMC to an independent writer and marketer. Here are 5 writing tips for you!
YT: https://t.co/ikt8DUlxYK
Spotify: https://t.co/boFzkzRnjc
Apple: https://t.co/rCdmCqYgLP
Finally launched the website and newsletter for The Capital Analyst. The idea is to send weekly blog posts/decks that break-down new topics of research in business and finance.
Newsletter: https://t.co/4vbJyBpdeO
The Kanye Story from @harrydry is the most amazing and wholesome thing I've read this week.
Can't believe this is the first time I heard of it!
https://t.co/N4wXbkudJD
n/n Do read the original paper for more in-depth insights. I will be soon dropping a podcast episode with Anish and an IIM Calcutta professor. Subscribe to my channel to get notified when it drops - https://t.co/wN3RQqafLO
@anishteli is the PM at @qedcap. He recently co-authored a paper with @rajanraju26 on Factor Investing in India (https://t.co/JJ0TA6eqL6). I prepared a short introduction to this concept for those curious to know along with insights from the paper. A thread๐งต
17/n Finally, we tabulate the results! Data shows that Momentum, Low Volatility, and Quality consistently outperform BSE 200. However, no one particular factor has performed better than all other factors all the time. (Hint: Cyclicality)