Winning playbook for India’s shipbuilding sector: 1) Make access to working capital easier. Ships still aren’t mortgageable under SARFAESI Act and don’t have infrastructure status, limiting funding options. 2) Build a strong local supplier network near shipyards to reduce…
A profound opening quote in the book Security Analysis ~ Benjamin Graham.
The best investors refine complexity to few simple set of big ideas that govern their approach. Below: Warren Buffett - Annual letter of Berkshire Hathaway Inc, 1977
Learn anything deeply using the Feynman Technique.
It’s amazing how one can learn such unique insights by adopting a multidisciplinary mindset. Title: “What Sumo Wrestling Taught Me About Trading” Link shared on - alphaideas.in - 5th Aug 2025 @alphaideas - super curation of articles. Kudos :)
A clown with power is no less a clown only more dangerous.
Munger's opinion on DJT. Munger was good at evaluating everything!!
Invert, always invert. youtu.be/T5-re2X-YSY
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YouTube
Charlie Munger: Invert, always invert
Just an observation. What kind of growth and sustainability of margins is the market expecting at this P/E? Source: Whatsapp forward. Disclaimer: No advice.
Power packed wisdom in 18minutes. Must watch! Thanks for sharing your learnings @kevinolearytv youtu.be/Ji3153-t99E?si…
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YouTube
The Dark Side of Steve Jobs
This video is way ahead of its time. When elders ask "bade hoke kya banoge?” The old answers won’t work anymore. In the age of AI, become irreplaceable. Stellar insights! Must watch!
Reinvent. Re-skill. Repeat. 🔄 That's the mantra for a 40-year career in the age of AI. Forget the old notions of elite education – in this podcast with @bharatvaarta , Saurabh Mukherjea, explains why continuous learning and vocational skills will be more critical than ever. AI…
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