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8 ArticlesWhat we are Reading

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This financial instrument earns 36% per year!

So, what’s the spread this week? ☕️ 4 Original research articles from Capitalmind. A special article featuring responses from our slack community. A ...

What we are Reading: Amazon’s Antitrust Paradox

Who doesn’t love to get a bargain – we all love to buy things cheaper than what we are presented with. Stores organize discount festivals ...

What We Are Reading: Paul Singer, Activist or Vulture?

A very interesting piece by Sheelah Kolhatkar on Paul Singer, the “vulture” investor: (The New Yorker) It’s a harsh tribute to Singer, whose ...

What We Are Reading: 2017 Internet Trends By Kleiner Perkins Caufield Byers

Content is difficult to create and yet we are today at a stage where we are overwhelmed by content and data. Every minute more than 1500 blog posts are written ...

What we are Reading: Rethinking Transportation 2020-2030

Disruption is nice as long as it doesn’t affect the companies we are invested in. But when it hits an Industry as big as Retailers, it can be hell for the ...

What we are Reading: GMO Quarterly

  A lot of fund managers write letters, some of which like the one Buffett writes are widely anticipated & discussed threadbare once it’s out. The ...

What We Are Reading: The "Turtle" Traders

What’s hot this week? To be honest, having a shelf of books in the office does really help. Sometime ago, we were able to get our hands on all the three ...

What we are Reading: Fairfax Takes a 4.4 Billion Dollar Hit for Fear

To value investors in India, the name of Prem Watsa of Fairfax Financial Holdings isn’t new. In Canada, the headquarters of his holding company, he has been ...