Interesting reads 19 Sept 2013 – Nassim Taleb, Holding Companies, NCAV

1. The Bed of Procrustes — 20 Aphorisms from Nassim Taleb –
Key bullet points from Nassim Taleb’s famous book ‘The Bed of Procrustes’ – Though all points were good, I liked especially these – Addiction, Writing, Inversion, Modernism and Information Age.

2. How to Think About Holding Companies –
We do have a few holding companies listed in India – Tata Investment Corp, Bajaj Holdings, Rane Holdings etc., to name a few. Mostly they trade at a discount to their underlying businesses. This is nice article on how to view holding company structures and what all to look for while evaluating them before investing in.

3. Is the Stock Market Expensive? Use Graham’s NCAV Method to Find Out –
Looks like a simple and logical way to find out if market is going cheap of peaked out – Data is used on US Market.


Leave a comment

Filed under General, Investing

Leave a Reply

Please log in using one of these methods to post your comment: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s