All the books (all 34 of them) I read this year and a one-line review on them!

My last thread for 2020 ๐Ÿงต

#Books #Reading

Let's get started ๐Ÿ‘‡

1/n

Alibaba - The house that Jack Ma Built

Rejected 10 times in Harvard, rejected in 30 jobs, first 2 businesses didnโ€™t work out.

This book is extremely motivating as it tells how a man from humble beginnings built Alibaba into one of the largest internet companies
2/n

The Peaceful investor & Company Analysis Volumes 1, 2, 3, and 4 (covers 40 stocks in total) by @drvijaymalik

After reading these, you learn the fundamental analysis process completely!

@drvijaymalik is rightly called the Doctor of stocks, he is the best in fundamentals!
3/n

Ode To Geniuses

The book discusses philosophers and poets from the Renaissance era - Epictetus, Euclid, Horace, Nikola Tesla, and a few more

It's fascinating to note how they started out and the way they ended up in their respective fields to make a big mark!
4/n

Beyond the End

This is about unfinished masterpieces of art -This is also very interesting as the stories of incompletion and the artists behind them grip you completely!

Note - This book + the one before are private publications, they were gifted to me by @Sharad9Dubey
5/n

Arnold's Encyclopedia of Modern Bodybuilding

This is a colossal book (Arnold is too, so the book lives up to that) - it talks about posing, nutrition, exercise, techniques, etc.

For any1 wanting to get motivated in fitness, this is the book! (Watch Pumping Iron movie too)
6/n

You Are What You Eat: The Plan That Will Change Your Life By Gillian McKeith

It features real-life diet makeovers and case studies, easy to use lists and charts, and beautiful photos. It encourages you to eat more nutrient-dense and flavorful whole foods.

An OK read
7/n

Jaya Mahabharata by Devdutt Patnaik

The epic tale of the Kurukshetra War and the spiritual lessons learned from it.

The main takeaway for me - The greatest battle isn't with others, it is with yourself. And if you win this battle, that is the greatest victory :)
8/n

Intelligent Fanatics of India by Rohith Potti and Pooja Bhula

The book covers some top-quality entrepreneurs and their businesses from India (Aravind eye care, Furtados, and many more). Stories of perseverance, uncommon common sense, and true grit in the face of odds.
9/n

Late Parag Parikh Sir's Timeless Book (Memoir)

This e-book chronicles his journey as a student, as a fund manager, and as a family person. The book also shows his articles from 1-2 decades back which shows his clarity of thought!

Link - https://t.co/t5BC4XhBrp

@PPFAS
10/n

Life's Amazing Secrets @gaurgopald

A spiritual book that speaks about the four basic wheels of life - Balancing personal life, maintaining relationships, regulating work life, and managing social contributions.

Written in a cool way, a good weekend read.
11/n

Stocks to Riches by Late Parag Parikh Sir

This is the first book one should read as a beginner to the stock markets/Investing World. Simple, easy-to-understand language, which imparts sound thinking on the behavior and philosophy of investing in the stock market.
12/n

Charlie Munger: The Complete Investor

The book tells us more about Charlie Munger and his investment philosophy. It stresses the importance to have a good understanding of various disciplines like psychology, strategy, finance economics, etc.

An amazing read!
13/n

The Intelligent Fanatics Project by @iancassel @iddings_sean

This amazing book covers in detail the businesses that were wealth creators such as Southwest, National Cash Register, Marks & Spencer, FedMart, Price Club, Nucor and many more.
14/n

The Unusual Billionaires by Saurabh Mukherjea

The amazing stories of Asian Paints, HDFC Bank, Marico, Axis Bank, Hindustan Unilever, and Berger Paints - unusual Companies, built by Unusual Billionaires.

Many unknown facts also covered inside the book!

A must read!
15/n

Financial Shenanigans book (3rd Edition) by
@HowardSchilit & Jeremy Perler.

An amazing read on how to find out if the mgmt is cheating in any way.

I am Sharing one image from the book that shows the famous frauds and how one could identify them!
16/n

The Little Book That Beats the Market Book by Joel Greenblatt

A short read that uses humor and real-life examples to show how investors can outperform the popular market averages by a system of applying a formula that seeks out good businesses at bargain prices.
17/n

Bad Blood: Secrets and Lies in a Silicon Valley Startup by @JohnCarreyrou

A thrilling read on the rise and fall of Theranos! The kind of frauds that they were doing will really surprise you!

The book was recommended to me by @RichifyMeClub
18/n

India's Most Fearless

It is an amazing book by @ShivAroor @rahulsinghx

The unbelievable stories of our armed forces will give you goosebumps!
19/n

The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company (Robert Iger)

Describes the author's elevation to fame and corporate achievements in his life + the many acquisitions and milestones by Disney.

Good read on the creative industry!
20/n

The 22 Immutable Laws of Marketing Book by Al Ries and Jack Trout

Two of the world's most successful marketing strategists, call upon over 40 years of marketing expertise to identify the definitive rules that govern the world of marketing.

Book reco by @kanodiaankit12
21/n

The CEO Factory: Management Lessons from Hindustan Unilever by @SudhirSitapati

We know about the Paypal Mafia, but we something similar at HUL. It is estimated that 400+ HUL alumni are CEOs/CXOs across corporate India - The book tells many stories of why that is!
22/n

The Go-Giver: A Little Story About a Powerful Business Idea by @BobBurg and @JohnDavidMann

This book teaches the readers that if you want something, then, first of all, you must start giving. A book to change your thinking!

A great recommendation by @Mjkfinvestment
23/n

The Tatas: How a Family Built a Business and a Nation by @girishkuber

It is more than just a history of the Tatas; it is an inspiring account of India in the making. Shows each generation of the Tatas and narrates some amazing stories!

An inspiring read!
24/n

Retire Rich: Invest Rs. 40 a Day by @pvsubramanyam

The book tells you why you need to plan for retirement even if you are 25 years away from retirement, the options available, and how to make retirement a time it is truly meant to be a time for rest.
25/n

Chanakya in You by Radhakrishnan Pillai

It is a fictional story of a person whose life changed completely by โ€œKautilya Arthshastraโ€. Also talks about its application in the smallest to the biggest challenges we face in our lives.
26/n

Coffee Can Investing: The Low-Risk Road to Stupendous Wealth by Saurabh Mukherjea

Talks about the Coffee can approach of investing
27/n

The Richest Man in Babylon by George S. Clason

A 1926 book that dispenses financial advice through a collection of parables set 4,000 years ago in ancient Babylon.

Found it to be an OK read
28/n

Investing Through A Crisis: A Handbook From Marcellus Investment Managers

Talks about the market gyrations and how investors can tide over them if they bet on quality companies that have sustainable moats and avenues to redeploy profits at high ROCE
29/n

Bajaj Finance - 8 years of Bajaj Finance concalls and everything about them (numbers, interviews, events, milestones) since incorporation

It was a book in itself as it helped me learn everything about the NBFC / Consumer durable sector

https://t.co/44H0YCSDtV
30/n

Kotak Mahindra Bank - 10 Years of concalls and Annual reports since inception + 39 quarters of management commentaries on the bank and financial services

A masterclass on Banking by Mr. Uday Kotak

https://t.co/fF02iLVA6o
31/n

@Invest_books_IN @EWFA_ @alphaideas @iRadhikaGupta @NeerajMarathe @palakzat @supriyapaul93 @warikoo @Nithin0dha @Invest_Books @TwitterBooks @contrarianEPS @KalpenParekh @npparikh6

You guys may like the above thread, so tagging you!
n/n

End of thread

Thanks for reading the long thread guys!

It was an amazing year of reading - And I am very happy with the quality of books I got to read, not the quantity.

Got to read books from different genres and expand my thinking spectrum!

Stay safe, take care!

More from Aditya Kondawar

A list of all the articles that we have created - From Banking to Fiber!

The content in the articles has been written in a very simple language which will help you learn everything about the sector and/or the company!

Do Retweet and help your fellow tweeples learn!

Let's go ๐Ÿ‘‡

Starting with Financials -

A to Z of Banking, all basics of banking explained -

https://t.co/tMfB73CHYs

Top 5 Banks and their strategies -

https://t.co/aivfUtuw9g

Large Bank - HDFC Bank - How did HDFC Bank become HDFC Bank -

Mid Sized Bank - Kotak Mahindra Bank

How did they avoid all NPAs from 1999? What makes Uday Kotak's Concalls a goldmine of information on the Banking sector? Everything explained!

We have given details from 1999! The most comprehensive article ever!

Large NBFC - Consumer Durables Play - Bajaj Finance

From its origins to how it gives 0% EMI to how it earns money from manufacturers - everything explained!

More - Origins, Products, Loan Book, Cross-Selling, Risk management, Concalls of 8 Years,

Gold NBFC - Manappuram Finance

Origins (with fun facts)

Products, 10Y Financials, Business model and how do they make money, How does a gold loan work, Operational efficiency, peer comparison, mgmt commentary, why we don't like the stock, and much
Paytmmmmm Karooooooo! Most of us have heard this jingle right?

After the much-celebrated #IPO of Zomato, all eyes are now on #PayTM!

So let's not wait and let's understand everything about PayTM in the below thread ๐Ÿ‘‡

1/

- The DRHP mentions a Rs 16,600 Cr Fundraise
- Split - 50% Fresh, 50% OFS
- Valuation of $25-30 billion targeted from this IPO

Letโ€™s put all of these numbers into perspective here โ€“


2/

Some big numbers, right? Ok back to PayTM now โ€“

What does it do?

Well, it does a lot of things but at the core of it let's term it a fintech company.

- It started as a digital wallet-based platform focused on mobile SIM top-ups and utility payments in 2010


3/

- They pivoted to marketing, mobile phone top-ups, payments, e-comm, then a full-scale fintech services company โ€“ The avatar that we see today

- The Paytm ecosystem has payments (wallet / UPI), merchant acquiring, credit, savings, broking, wealth management, and insurance.


4/

Total users - 333 mn
Monthly active users - 50 mn
Merchants - 21.1 mn

RedSeer - Paytm has a payments transaction volume market share of ~40% and wallet payments transaction mkt share of 65-70% in India for FY21

More from Culture

I'm going to do two history threads on Ethiopia, one on its ancient history, one on its modern story (1800 to today). ๐Ÿ‡ช๐Ÿ‡น

I'll begin with the ancient history ... and it goes way back. Because modern humans - and before that, the ancestors of humans - almost certainly originated in Ethiopia. ๐Ÿ‡ช๐Ÿ‡น (sub-thread):


The first likely historical reference to Ethiopia is ancient Egyptian records of trade expeditions to the "Land of Punt" in search of gold, ebony, ivory, incense, and wild animals, starting in c 2500 BC ๐Ÿ‡ช๐Ÿ‡น


Ethiopians themselves believe that the Queen of Sheba, who visited Israel's King Solomon in the Bible (c 950 BC), came from Ethiopia (not Yemen, as others believe). Here she is meeting Solomon in a stain-glassed window in Addis Ababa's Holy Trinity Church. ๐Ÿ‡ช๐Ÿ‡น


References to the Queen of Sheba are everywhere in Ethiopia. The national airline's frequent flier miles are even called "ShebaMiles". ๐Ÿ‡ช๐Ÿ‡น
@bellingcat's attempt in their new book, published by
@BloomsburyBooks, to coverup the @OPCW #Douma controversy, promote US and UK gov. war narratives, and whitewash fraudulent conduct within the OPCW, is an exercise in deception through omission. @BloomsburyPub @Tim_Hayward_


1) 2000 words are devoted to the OPCW controversy regarding the alleged chemical weapon attack in #Douma, Syria in 2018 but critical material is omitted from the book. Reading it, one would never know the following:

2) That the controversy started when the original interim report, drafted and agreed by Douma inspection team members, was secretly modified by an unknown OPCW person who had manipulated the findings to suggest an attack had occurred. https://t.co/QtAAyH9WyXโ€ฆ @RobertF40396660


3) This act of attempted deception was only derailed because an inspector discovered the secret changes. The manipulations were reported by @ClarkeMicah
and can be readily observed in documents now available https://t.co/2BUNlD8ZUvโ€ฆ.

4) @bellingcat's book also makes no mention of the @couragefoundation panel, attended by the @opcw's first Director General, Jose Bustani, at which an OPCW official detailed key procedural irregularities and scientific flaws with the Final Douma Report:

You May Also Like

๐ŸŒฟ๐‘ป๐’‰๐’† ๐’”๐’•๐’๐’“๐’š ๐’๐’‡ ๐’‚ ๐‘บ๐’•๐’‚๐’“ : ๐‘ซ๐’‰๐’“๐’–๐’—๐’‚ & ๐‘ฝ๐’Š๐’”๐’‰๐’๐’–

Once upon a time there was a Raja named Uttฤnapฤda born of Svayambhuva Manu,1st man on earth.He had 2 beautiful wives - Suniti & Suruchi & two sons were born of them Dhruva & Uttama respectively.
#talesofkrishna https://t.co/E85MTPkF9W


Now Suniti was the daughter of a tribal chief while Suruchi was the daughter of a rich king. Hence Suruchi was always favored the most by Raja while Suniti was ignored. But while Suniti was gentle & kind hearted by nature Suruchi was venomous inside.
#KrishnaLeela


The story is of a time when ideally the eldest son of the king becomes the heir to the throne. Hence the sinhasan of the Raja belonged to Dhruva.This is why Suruchi who was the 2nd wife nourished poison in her heart for Dhruva as she knew her son will never get the throne.


One day when Dhruva was just 5 years old he went on to sit on his father's lap. Suruchi, the jealous queen, got enraged and shoved him away from Raja as she never wanted Raja to shower Dhruva with his fatherly affection.


Dhruva protested questioning his step mother "why can't i sit on my own father's lap?" A furious Suruchi berated him saying "only God can allow him that privilege. Go ask him"