Friday, June 5, 2015


Sanjay Bakshi on Nestlé India and thinking about whether or not the Maggi noodles issue has created a buying opportunity (LINK)

Focus on the Key Variables of an Investment (LINK)

How Innovation is Affecting Market Valuations (LINK)

Car Wars: In-depth study of the US automotive product pipeline [H/T @AlexRubalcava] (LINK)
Car Wars is an annual proprietary study that assesses the relative strength of each automaker’s product pipeline in the US. The purpose is to quantify industry product trends and then relate our findings to investment decisions.
Why cloud computing is attracting scientists (LINK)

Book of the day: The Complete Book of Five Rings - By Miyamoto Musashi (also in audiobook)
"The Book of Five Rings by Miyamoto Musashi was written in 1643 and it’s all about the strategy of warfare, intent, and ultimately, commitment. It was introduced to me in 1984 by my friend Pat Morita who played Mr. Miyagi in The Karate Kid movies. He gave me a copy of the book, which he had signed, and said, "This will change your life." It taught me how to create strategy and do battle in the cutthroat world of Hollywood. It has guided my life and my ability to focus creatively and be impenetrable to the failure of intent."—Brian Grazer (author of A Curious Mind: The Secret to a Bigger Life, among many other accomplishments)