Linkfest – 96

Friday, November 23rd, 2018

Interesting commentary from across the web in the last few weeks:


Over dependence on cab aggregators is hurting auto profits –

No One is Crazy – Morgan Housel

Thriving With Systematic & Discretionary Investing – The Integrating Investor

How the contracting PE multiple stole 2018 – The Reformed Broker

Coffee Can Investing: Rajeev Thakkar – Money Control

Japan’s stockmarket is poised for a comeback – The Economist

Tiny Improvements, Big Results – A Wealth of Common Sense

The Surprising Power of The Long Game – Farnam Street

How Athleisure Conquered Modern Fashion – The Atlantic

The shopping revolution: Barbara Kahn – The Big Picture

The Wall Street Math Hustle – Institutional Investor

Trends & Time Lapses – A Wealth of Common Sense

Lending slowdown is affecting consumption – Bloomberg Quint

Zoom Out – Safal Niveshak

How the American Consumer Got Addicted to Choice – A Wealth of Common Sense

Life Insurance – Know What you are sold – Bala’s Blog

Fees continue to fall in US funds – Morningstar

Four Things Leonardo da Vinci Can Teach Us About Investing – Of Dollars And Data


The Myth of Private Equity – YouTube



How these penny pinchers retired in their 30s – YouTube



Aswath Damodaran: Making sense of market mayhem – YouTube


About the author

Rishad is the founder of Kairos Capital. He started his career with Standard Chartered Wealth Management and has extensive experience in markets, particularly in terms of mutual funds and stocks.

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Monthly Market Summary: October 2018

Monthly Market Summary: November 2018