Good Investing Reading
This article talks about how a systematically high current account deficit (broadly, the difference between our exports and imports) and high inflation mean that our exchange rate against other currencies had to drop.
Sanjoy Bhattacharya’s columns are interesting because more than investment ideas he talks of the investing process. This one is a good piece.
This article talks about Nuziveedu Seeds, a private company, which is present in the seeds business. The bulk of its business comes from hybrid cotton seeds. I found this useful as it had a lot of data points about the seed industry.
On a related note, there is a listed company called Kaveri Seeds, that has been performing well on the stock market.
Do you play bridge? If yes, you are in august company. This article talks about how many successful investors love to play bridge. That, there are similarities between the thought process between bridge and investing.