Source: Investor Presentation of Kilburn Engineering Ltd
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Linkfest: 08 August, 2025
Some stuff I am reading today morning:
PM Modi defies Trump tariffs (Open)
Why Trump may be misreading India (CNBC)
India challenges the West on Russia Trade (OP)
Textile exports may take a $5 Billion hit (FE)
Gem & Jewellery exporters stare at severe losses (DH)
AU Small Finance Bank to become universal bank (Fortune)
Sell Side Research: VA Tech Wabag (Axis Securities)
Tax Terrorism in India’s stock markets (BW)
Stealth reform of India’s electricity sector (BS)
Wise words on market cycles (Novel Investor)
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Outsized Returns
“Outsized returns often come from betting against conventional wisdom, and conventional wisdom is usually right.
Given a 10 percent chance of a 100 times payoff, you should take that bet every time.
But you’re still going to be wrong nine times out of ten … We all know that if you swing for the fences, you’re going to strike out a lot, but you’re also going to hit some home runs.
The difference between baseball and business, however, is that baseball has a truncated outcome distribution. When you swing, no matter how well you connect with the ball, the most runs you can get is four. In business, every once in a while, when you step up to the plate, you can score 1,000 runs.
This long-tailed distribution of returns is why it’s important to be bold. Big winners pay for so many experiments.”
-Jeff Bezos
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Linkfest: 07 August, 2025
Some stuff I am reading today morning:
Trump hikes tariffs on India to 50% (BW)
GoI’s response to US tariffs (MEA)
Trump hints at more sanctions (FE)
Over half of India’s exports to US in jeopardy (MC)
Why is India in Trump’s crosshairs (CNBC)
RBI Governor’s Statement (RBI)
Anil Ambani Group finally faces investigation heat (ML)
$60 Billion meltdown in China’s Solar Industry (OP)
Be a boring investor (Mark Newfield)
The Index Mindset (Better Letter)
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