There is a difference between allowing a women do whatever she wants, and treating her accordingly
(which is what I advise)
And
Having a woman treat you anyhow, giving you drama, wasting your time and treating you like shit
Lemme elaborate further
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It has been exactly 3 years to "how fund managers .." was released. The book took a lot of time to write. Here is a short thread about how it happened ..
2/n the idea came from @kan_writersside who got me in touch with Dibakar Ghosh at @Rupa_Books .. we discussed the idea that it has been 2 decades to the fund management industry and it deserves a book. A lot was written about about Bharat Shah, Prashant Jain and S.Arora..
3/n but there was not much information about investment philosophies and the overall environment of the mid 90s and later on. Kanishk and Dibakar wanted a broader book for everyone and not just the stock market reader. We went to work
4/n we decided to write about the dotcom boom and bust where it all started. The start fund managers came from there. In Feb 2000 IT index had a pe multiple of 420 and the market cap of the sector was 34% of the market. Banks were 5% and some analysts were still bullish
5/n prashant Jain was one of the few fund managers who was out of the sector in November itself and was quietly watching the index go up. There were others but the legend of Jain was at the top of the mind because it is believed he refused to meet the CFO of a big IT company ..
Bharat shah's Word of wisdom
— Investment Books (@InvestmentBook1) December 5, 2020
-Thumb rule to create Value Investing
Image Courtesy : @ms89_meet
How Fund Managers are Making You Rich: Discover Ways to Tame the Bear and Ride the Bull by @lonelycrowd https://t.co/hKirKY0BtC pic.twitter.com/mbh2gm3Iuo
2/n the idea came from @kan_writersside who got me in touch with Dibakar Ghosh at @Rupa_Books .. we discussed the idea that it has been 2 decades to the fund management industry and it deserves a book. A lot was written about about Bharat Shah, Prashant Jain and S.Arora..
3/n but there was not much information about investment philosophies and the overall environment of the mid 90s and later on. Kanishk and Dibakar wanted a broader book for everyone and not just the stock market reader. We went to work
4/n we decided to write about the dotcom boom and bust where it all started. The start fund managers came from there. In Feb 2000 IT index had a pe multiple of 420 and the market cap of the sector was 34% of the market. Banks were 5% and some analysts were still bullish
5/n prashant Jain was one of the few fund managers who was out of the sector in November itself and was quietly watching the index go up. There were others but the legend of Jain was at the top of the mind because it is believed he refused to meet the CFO of a big IT company ..
One can make an analysis of how many right wing groups published books before Modi in power and after Modi in power.
Would Akhilesh Mishra, Abhinav Prakash and many others have got a chance to write in an English daily before?
The VC of JNU, IIAS, Nehru center, RRML are all
Right wingers.
This, while some in our own fold were criticizing and backstabbing an excellent book (disagreeable in places) by Harsh Madhusudhan and Rajeev Mantri.
There have been at least 4 lit fests and think tanks developed by right wing in six years. Pondy and +
Mangalore are the prime of them.
There are more media channels and more anchors in neutral channels backing the government then those against in six years.
We have at least three big lawyers: Harish Salve, Mahesh Jethmalani and Mukul Rahotgi fighting cases. We have won
more legal battles than not and are able to get many things done that would look impossible just two years ago.
Yes, textbooks, deregulation, harrasment and cabalism of the left including tech suppression and killing spree of fascistic governments remain and everything is not
a bed of roses. But what was a bed of roses for the opposition is not a bed of roses for them too.
Udhav would have loved to see Republic closed. It hasn't.. Mamata would love to have killed the whose who in BJP - Not possible.. She would not like big wigs of TMC join BJP - Not
Would Akhilesh Mishra, Abhinav Prakash and many others have got a chance to write in an English daily before?
The VC of JNU, IIAS, Nehru center, RRML are all
Every time I read @NAN_DINI_ ji's writings, I'm reminded that while juvenile writers like Twinkle Khanna and Saggy Ghose are published by MSM, talent like this is restricted to personal blogs. Will this ever be remedied? https://t.co/1oAO7I4i6G
— \u0926\u093f\u0935\u094d\u092f\u093e (@divya_16_) December 9, 2020
Right wingers.
This, while some in our own fold were criticizing and backstabbing an excellent book (disagreeable in places) by Harsh Madhusudhan and Rajeev Mantri.
There have been at least 4 lit fests and think tanks developed by right wing in six years. Pondy and +
Mangalore are the prime of them.
There are more media channels and more anchors in neutral channels backing the government then those against in six years.
We have at least three big lawyers: Harish Salve, Mahesh Jethmalani and Mukul Rahotgi fighting cases. We have won
more legal battles than not and are able to get many things done that would look impossible just two years ago.
Yes, textbooks, deregulation, harrasment and cabalism of the left including tech suppression and killing spree of fascistic governments remain and everything is not
a bed of roses. But what was a bed of roses for the opposition is not a bed of roses for them too.
Udhav would have loved to see Republic closed. It hasn't.. Mamata would love to have killed the whose who in BJP - Not possible.. She would not like big wigs of TMC join BJP - Not
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https://t.co/FBfXhUrH5d
Microorganisms in biofilms are enclosed by an extracellular matrix that confers protection and improves survival. Previous studies have shown that viruses can secondarily colonize preexisting biofilms, and viral biofilms have also been described.
...we raise the perspective that CoVs can persistently infect bats due to their association with biofilm structures. This phenomenon potentially provides an optimal environment for nonpathogenic & well-adapted viruses to interact with the host, as well as for viral recombination.
Biofilms can also enhance virion viability in extracellular environments, such as on fomites and in aquatic sediments, allowing viral persistence and dissemination.
Viruses and other pathogens are often studied as stand-alone entities, despite that, in nature, they mostly live in multispecies associations called biofilms—both externally and within the host.
https://t.co/FBfXhUrH5d
Microorganisms in biofilms are enclosed by an extracellular matrix that confers protection and improves survival. Previous studies have shown that viruses can secondarily colonize preexisting biofilms, and viral biofilms have also been described.
...we raise the perspective that CoVs can persistently infect bats due to their association with biofilm structures. This phenomenon potentially provides an optimal environment for nonpathogenic & well-adapted viruses to interact with the host, as well as for viral recombination.
Biofilms can also enhance virion viability in extracellular environments, such as on fomites and in aquatic sediments, allowing viral persistence and dissemination.
I’m torn on how to approach the idea of luck. I’m the first to admit that I am one of the luckiest people on the planet. To be born into a prosperous American family in 1960 with smart parents is to start life on third base. The odds against my very existence are astronomical.
I’ve always felt that the luckiest people I know had a talent for recognizing circumstances, not of their own making, that were conducive to a favorable outcome and their ability to quickly take advantage of them.
In other words, dumb luck was just that, it required no awareness on the person’s part, whereas “smart” luck involved awareness followed by action before the circumstances changed.
So, was I “lucky” to be born when I was—nothing I had any control over—and that I came of age just as huge databases and computers were advancing to the point where I could use those tools to write “What Works on Wall Street?” Absolutely.
Was I lucky to start my stock market investments near the peak of interest rates which allowed me to spend the majority of my adult life in a falling rate environment? Yup.
Ironies of Luck https://t.co/5BPWGbAxFi
— Morgan Housel (@morganhousel) March 14, 2018
"Luck is the flip side of risk. They are mirrored cousins, driven by the same thing: You are one person in a 7 billion player game, and the accidental impact of other people\u2019s actions can be more consequential than your own."
I’ve always felt that the luckiest people I know had a talent for recognizing circumstances, not of their own making, that were conducive to a favorable outcome and their ability to quickly take advantage of them.
In other words, dumb luck was just that, it required no awareness on the person’s part, whereas “smart” luck involved awareness followed by action before the circumstances changed.
So, was I “lucky” to be born when I was—nothing I had any control over—and that I came of age just as huge databases and computers were advancing to the point where I could use those tools to write “What Works on Wall Street?” Absolutely.
Was I lucky to start my stock market investments near the peak of interest rates which allowed me to spend the majority of my adult life in a falling rate environment? Yup.