Tag Archives: Nassim Taleb

Interesting reads 15 Oct 2013 – Nassim Taleb, Parag Parikh

1. The art of Bad-vising – http://bit.ly/GPVz5a
Parag Parikh Blog on retail investor behaviour based on their advisor’s direction, and how advisors provide advice to retail investors and the importance of the process in investing

2. A Dozen Things I’ve Learned from Nassim Taleb about Optionality/Investing – http://bit.ly/1gcI5Rp
Tren Griffin with a simple distillation on Optionality and Investing by Nassin Taleb


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Interesting reads 12 Oct 2013 – Margin of Safety, Behavioural Finance, Inversion, Nassim Taleb

1. First and Always: Margin of Safety – http://bit.ly/1b4WgS5
A simple and a nice article on margin of safety – quoting from Ben Graham, Walter Schloss and Seth Klarman – A simple one like ‘Graham also compared the earnings yield on a stock to the prevailing interest rates to find a margin of safety’.

2. 5 Examples of People Being Completely Irrational With Money – http://bit.ly/1c9lfqY
An excellent piece of reading on Behavioural Finance with experiments and researches done by major universities and organizations. Surprising to know how irrational we humans behave and make decisions in finance.

3. Invert, always Invert. 5 Inverted Questions for Maximum Investing Success – http://bit.ly/19HzUss
A nice read on the famous quote from Carl Jacobi, and re-quoted by Charlie Munger on Inverted thinking, with some verted and inverted questions to ask before making any investments

4. Risk Control: Nassim Taleb Versus Reality – http://bit.ly/19tzl3w
An interview with Nassim Taleb on Risk Control.

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

1. The Bed of Procrustes — 20 Aphorisms from Nassim Taleb – http://bit.ly/18dESJe
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 – http://bit.ly/18dESJe
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 – http://bit.ly/1btccRw
Looks like a simple and logical way to find out if market is going cheap of peaked out – Data is used on US Market.

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