reading – Beowulf Capital

What are we reading?

Posted on September 30, 2019September 30, 2019 by balajithinks

Coping with market meltdowns (here)
Joesph Rosenfield – the best investor you have never heard if (here)
Debunking the passive investing is a bubble myth (here)
Pessimism viewed in a historical perspective (here)
Platforms versus verticals and next great unbundling (here)

What are we reading?

Posted on August 5, 2019August 3, 2019 by balajithinks

Five smart reasons to tax foreign capital (here)
India’s capital bans AB Inbev for three years for tax evasion (here)
India government is finalizing framework to tax big tech (here)
Some things and ideas (Assorted ideas) (here)
Apple’s high cost of living (here)
Sanjay Bakshi and Care Ratings on Valuepicr (here)

What are we reading?

Posted on July 27, 2019 by balajithinks

Inversion and the power of avoiding stupidity (here)
History and overview of Visa (here and here)
The fresno drop (here)
Great Hack: Netflix new documentary on Cambridge Analytica doubles as a mystery (here)

What books are we reading?

Posted on July 21, 2019 by balajithinks

We are reading an interesting set of books on the American military and technological progress post world war II.

Area 51 by Annie Jacobsen (amazon link here)
Operation paperclip by Annie Jacobsen (amazon link here)
American Moonshoot by Douglous Brinkley (amazon link here)

Very interesting set of reads. The connection among all the three books is the use of the German Nazi scientists who were allowed to settle in the USA after world war II that allowed America to hold and extend the technological advantage over the world.