EQ Saturday Sapience #105
Equity Intelligence 8th February 2025
Quote for the Week
“There’s just a few simple tricks that work well, and particularly if you’ve got a temperament that has a combination of patience and opportunism in it. And I think that’s largely inherited, although I suppose it can be learned to some extent. Then I think there’s another factor that accounts for the fact that Berkshire has done as well as it has, is that we’re really trying to behave well. And I had a great-grandfather. When he died, the preacher gave the talk, and he said none envied this man’s success, so fairly won and wisely used. That’s a very simple idea, but it’s exactly what Berkshire’s trying to do…. We want to have people think of us as having won fairly and used wisely.” —Charlie Munger
Picture for the Week
Podcast for the Week
DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters… Lex Fridman Podcast... Listen here
Articles for the Week
Beauty and the ecommerce beast… The number of electronic device brands in India selling products such as hair stylers, straighteners, dryers and shavers online rose to 571 in 2024, from 399 in 2022, more than thrice the 154 sold in stores, according to market researcher NielsenIQ… Read here
India can lead the AI agent wave… AI agents combine AI, software, tools, and data to automate tasks and deliver personalised outcomes. They are set to replace traditional software models… Read here
India’s EV landscape… EVs in India have been gaining momentum in recent years due to factors such as growing environmental awareness, rising fuel costs, government incentives, urbanisation and traffic concerns in major cities in the country… Read here
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