1) The Snowball.
(compounding)
2) You can be a stock market genius.
(Special situation)
3) The Little book that builds wealth.
(Moats)
4) Margin of Safety.
(Valuation)
5) Black Swan.
(High Improbable Events)
2021 - Year End Mega-Thread.
List of Books. Subscriptions. Newsletters. Websites. Stock Picking Patterns. Fund Managers, Businesses I Invested heavily, etc.
1) The Snowball.
(compounding)
2) You can be a stock market genius.
(Special situation)
3) The Little book that builds wealth.
(Moats)
4) Margin of Safety.
(Valuation)
5) Black Swan.
(High Improbable Events)
(Smallcap investing)
7) The investment checklist.
(Imp of checklist)
8) Value Migration.
(Mega Shifts in business landscape)
9) The Outsiders.
(Capital Allocation)
10) Megatrends.
(Trends of new world)
11) Poor Charlie's Almanack.
(Mental Models)
1) Masterclass with Super Investors.
(Collection of India's best stock market investors)
2) Bulls Bears & other Beasts.
(Brief history of Indian stock market)
3) India's Money Monarchs.
(Collection of India's best stock market veterans)
1) BRK Annual Meetings Transcripts & Letters to shareholders.
2) Prem Watsa's Newsletters.
3) Howard Marks Memos.
4) LiLu Himalaya Capital.
5) Jeff Bezos Amazon.
6) Nomad Investment & Terry Smith's Newsletters. (Recently started reading)
1) Dr. Vijay Malik's Articles.
2) Safal Niveshak's Articles.
3) Motilal Oswal's Wealth Creation Studies.
4) Sanjay Bakshi's Articles & Videos.
5) Samit Vartak's Articles.
1) The Motley Fool.
2) Farnam Street Newsletters.
3) MoneyLife Articles.
4) Marcellus Investment Newsletters.
5) Porinju Veliyath's Newsletters.
6) Seeking Alpha.
7) The Ken.
1) B&K Securities - one of the best in the industry.
2) Spark Capital.
3) Ambit.
4) Phillip Capital.
5) Mosl Institutional Reports.
6) BSE/NSE Corporate Announcements.
7) IBEF.
8) BuffettFaq.
9) Ramesh Damani Chats. Transcripts on Rediff.
1) Mohnish Pabrai.
2) The Knowledge Project.
3) PPFAS.
4) CFA Society.
5) Alpha Moguls.
6) Talks at Google.
7) WealthTrack.
8) The Investor's Podcast.
9) Wizards of Dalal Street.
10) Coffee Can Investing.
11) PMS/AIF.
One percent show.
SOIC Videos.
(Recent adds)
1) Malabar Investments - Sumeet Nagar.
2) Nalanda Capital - Pulak Prasad.
3) Equity Intelligence - Porinju Veliyath.
4) Sageone - Samit Vartak.
5) Unifi Capital - GMaran.
1) Niveshaay Investment Advisors - Arvind Kothari.
(scuttlebutt)
2) Concept Investwell Securities - Siddharth Mandalaywala. (compounders and megatrends)
1) Megatrends
(Renewables/Insurance/Diagnostics)
2) Demergers (Aarti Surf)
3) Management Change
4) Restructuring (Kirloskar Pneumatic)
5) Compounders at beaten valuations (United Spirits)
6) Hidden Gem Business/Intelligent Fanatics (Neogen)
1) Screener.
(Quick stock screening)
2) VCcircle.
(PE/VC Deals)
3) Value Research's Magazines. (Tons of wisdom)
4) Safal Niveshak's Investing course.
(One of the best in the industry)
5) Moneycontrol.
6) M&A Critique. (Deals)
7) Equitymaster.
8) Capitaliq.
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So the cryptocurrency industry has basically two products, one which is relatively benign and doesn't have product market fit, and one which is malignant and does. The industry has a weird superposition of understanding this fact and (strategically?) not understanding it.
The benign product is sovereign programmable money, which is historically a niche interest of folks with a relatively clustered set of beliefs about the state, the literary merit of Snow Crash, and the utility of gold to the modern economy.
This product has narrow appeal and, accordingly, is worth about as much as everything else on a 486 sitting in someone's basement is worth.
The other product is investment scams, which have approximately the best product market fit of anything produced by humans. In no age, in no country, in no city, at no level of sophistication do people consistently say "Actually I would prefer not to get money for nothing."
This product needs the exchanges like they need oxygen, because the value of it is directly tied to having payment rails to move real currency into the ecosystem and some jurisdictional and regulatory legerdemain to stay one step ahead of the banhammer.
If everyone was holding bitcoin on the old x86 in their parents basement, we would be finding a price bottom. The problem is the risk is all pooled at a few brokerages and a network of rotten exchanges with counter party risk that makes AIG circa 2008 look like a good credit.
— Greg Wester (@gwestr) November 25, 2018
The benign product is sovereign programmable money, which is historically a niche interest of folks with a relatively clustered set of beliefs about the state, the literary merit of Snow Crash, and the utility of gold to the modern economy.
This product has narrow appeal and, accordingly, is worth about as much as everything else on a 486 sitting in someone's basement is worth.
The other product is investment scams, which have approximately the best product market fit of anything produced by humans. In no age, in no country, in no city, at no level of sophistication do people consistently say "Actually I would prefer not to get money for nothing."
This product needs the exchanges like they need oxygen, because the value of it is directly tied to having payment rails to move real currency into the ecosystem and some jurisdictional and regulatory legerdemain to stay one step ahead of the banhammer.
Trending news of The Rock's daughter Simone Johnson's announcing her new Stage Name is breaking our Versus tool because "Wrestling Name" isn't in our database!
Here's the most useful #Factualist comparison pages #Thread 🧵
What is the difference between “pseudonym” and “stage name?”
Pseudonym means “a fictitious name (more literally, a false name), as those used by writers and movie stars,” while stage name is “the pseudonym of an entertainer.”
https://t.co/hT5XPkTepy #english #wiki #wikidiff
People also found this comparison helpful:
Alias #versus Stage Name: What’s the difference?
Alias means “another name; an assumed name,” while stage name means “the pseudonym of an entertainer.”
https://t.co/Kf7uVKekMd #Etymology #words
Another common #question:
What is the difference between “alias” and “pseudonym?”
As nouns alias means “another name; an assumed name,” while pseudonym means “a fictitious name (more literally, a false name), as those used by writers and movie
Here is a very basic #comparison: "Name versus Stage Name"
As #nouns, the difference is that name means “any nounal word or phrase which indicates a particular person, place, class, or thing,” but stage name means “the pseudonym of an
Here's the most useful #Factualist comparison pages #Thread 🧵
What is the difference between “pseudonym” and “stage name?”
Pseudonym means “a fictitious name (more literally, a false name), as those used by writers and movie stars,” while stage name is “the pseudonym of an entertainer.”
https://t.co/hT5XPkTepy #english #wiki #wikidiff
People also found this comparison helpful:
Alias #versus Stage Name: What’s the difference?
Alias means “another name; an assumed name,” while stage name means “the pseudonym of an entertainer.”
https://t.co/Kf7uVKekMd #Etymology #words
Another common #question:
What is the difference between “alias” and “pseudonym?”
As nouns alias means “another name; an assumed name,” while pseudonym means “a fictitious name (more literally, a false name), as those used by writers and movie
Here is a very basic #comparison: "Name versus Stage Name"
As #nouns, the difference is that name means “any nounal word or phrase which indicates a particular person, place, class, or thing,” but stage name means “the pseudonym of an
