A stock investor’s guide to whining about cricket

A stock investor’s guide to whining about cricket

Like most cricket fans who think that they know more than they really do, our equity research team over the past two months has been debating over what is best for the Indian cricket team. While we don’t have a consensus view on that front, we ended up finding a couple of clear parallels that … Read more

Fallacies of past performance; learnings from SoftBank

Fallacies of past performance; learnings from SoftBank

If one puts an infinite number of monkeys in front of (strongly built) typewriters and lets them clap away, writes Nassim Taleb in Fooled by Randomness, there is a certainty that one of them would come out with an exact version of the Iliad. That monkey then shows up at your door with his impressive … Read more