EQ Saturday Sapience - 118
Equity Intelligence 10th May 2025
Quote for the Week
“When securities prices decline, an investor’s perspective can go in one of two directions. The vast majority of investors view a price decline as a loss of value. This has a basis in reality for those who are traders, those whose portfolios are financed with borrowed money, and those who have little or no knowledge about the companies in whose securities they have invested. For value investors, though, price declines frequently mean nothing more than that yields have rallied. The same securities with the same fundamentals, and without any permanent impairments of capital, have become available at far more attractive pricing than was previously available.” —Martin J. Whitman
Picture for the Week
Podcast for the Week
How to Think About Deregulation in India?... A Framework to Free Firms, Cities and Human Capital… Watch more
Articles for the Week
India pursues 10 trade deals alongside UK FTA, aims for $500 bn US trade… The country is also engaging with the EU, Chile, and other nations to foster diverse economic partnerships, including technology and critical minerals… Read more
Amazon has announced a new AI-infused warehouse robot that it says has a sense of touch... This allows the Vulcan robot to pick and stow roughly three-quarters of the items stocked in the company’s warehouses, a task that was previously handled predominantly by human workers… Read more
Why There Will Never Be Another Warren Buffett... Three things combined to make Buffett, the stock-intoxicated man, an unrivaled investor. His unparalleled exposure to financial information, combined with his prodigious memory, made Buffett into a human form of artificial intelligence. He could answer almost any query out of his own internal database… Read more
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