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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Recently, the @CNIL issued a decision regarding the GDPR compliance of an unknown French adtech company named "Vectaury". It may seem like small fry, but the decision has potential wide-ranging impacts for Google, the IAB framework, and today's adtech. It's thread time! 👇
It's all in French, but if you're up for it you can read:
• Their blog post (lacks the most interesting details): https://t.co/PHkDcOT1hy
• Their high-level legal decision: https://t.co/hwpiEvjodt
• The full notification: https://t.co/QQB7rfynha
I've read it so you needn't!
Vectaury was collecting geolocation data in order to create profiles (eg. people who often go to this or that type of shop) so as to power ad targeting. They operate through embedded SDKs and ad bidding, making them invisible to users.
The @CNIL notes that profiling based off of geolocation presents particular risks since it reveals people's movements and habits. As risky, the processing requires consent — this will be the heart of their assessment.
Interesting point: they justify the decision in part because of how many people COULD be targeted in this way (rather than how many have — though they note that too). Because it's on a phone, and many have phones, it is considered large-scale processing no matter what.
It's all in French, but if you're up for it you can read:
• Their blog post (lacks the most interesting details): https://t.co/PHkDcOT1hy
• Their high-level legal decision: https://t.co/hwpiEvjodt
• The full notification: https://t.co/QQB7rfynha
I've read it so you needn't!
Vectaury was collecting geolocation data in order to create profiles (eg. people who often go to this or that type of shop) so as to power ad targeting. They operate through embedded SDKs and ad bidding, making them invisible to users.
The @CNIL notes that profiling based off of geolocation presents particular risks since it reveals people's movements and habits. As risky, the processing requires consent — this will be the heart of their assessment.
Interesting point: they justify the decision in part because of how many people COULD be targeted in this way (rather than how many have — though they note that too). Because it's on a phone, and many have phones, it is considered large-scale processing no matter what.
The first area to focus on is diversity. This has become a dogma in the tech world, and despite the fact that tech is one of the most meritocratic industries in the world, there are constant efforts to promote diversity at the expense of fairness, merit and competency. Examples:
USC's Interactive Media & Games Division cancels all-star panel that included top-tier game developers who were invited to share their experiences with students. Why? Because there were no women on the
ElectronConf is a conf which chooses presenters based on blind auditions; the identity, gender, and race of the speaker is not known to the selection team. The results of that merit-based approach was an all-male panel. So they cancelled the conference.
Apple's head of diversity (a black woman) got in trouble for promoting a vision of diversity that is at odds with contemporary progressive dogma. (She left the company shortly after this
Also in the name of diversity, there is unabashed discrimination against men (especially white men) in tech, in both hiring policies and in other arenas. One such example is this, a developer workshop that specifically excluded men: https://t.co/N0SkH4hR35
USC's Interactive Media & Games Division cancels all-star panel that included top-tier game developers who were invited to share their experiences with students. Why? Because there were no women on the
ElectronConf is a conf which chooses presenters based on blind auditions; the identity, gender, and race of the speaker is not known to the selection team. The results of that merit-based approach was an all-male panel. So they cancelled the conference.
Apple's head of diversity (a black woman) got in trouble for promoting a vision of diversity that is at odds with contemporary progressive dogma. (She left the company shortly after this
Also in the name of diversity, there is unabashed discrimination against men (especially white men) in tech, in both hiring policies and in other arenas. One such example is this, a developer workshop that specifically excluded men: https://t.co/N0SkH4hR35
