EQ Saturday Sapience #146
Equity Intelligence 22nd November 2025
Quote for the Week
“In investing, it’s hard to know what will happen and impossible to know when it will happen. Many things influence performance other than (a) investors’ hard work and skill and (b) the market’s dependable discounting of information about the future. Luck – randomness, or the occurrence of things beyond our knowledge and control – plays a huge part in outcomes. Investment success isn’t just a question of whether the investor put together the ‘right’ portfolio, but also whether it encountered a beneficial environment. Thus being successful requires a significant degree of luck. No one gets it right every time. (That’s why even the best investors diversify, hedge and/or limit their use of leverage.) But the skillful investor is right more often, over a long period of time, than an assumption of randomness would permit.” —Howard Marks
Picture for the Week
Podcast for the Week
India Rising: Challenges, Choices and Chances Ahead by Dr. Anand Ranganathan… Watch more
Articles for the Week
The ChatGPTficiation of Indian fintech is here... Razorpay, Cred, Phonepe, Zerodha, and other fintechs’ use of AI spans five stages—from low-risk to radical… Read more
India Maritime Week (IMW) 2025, held in Mumbai recently, concluded with a historic achievement: securing a mammoth investment of over Rs12 lakh crore and signing more than 600 memoranda of understanding (MoUs), marking a major milestone in India’s maritime resurgence… Read more
The new longevity hack: Not to live forever, but better for longer... Conversations around longevity are no longer centred on anti-ageing alone but rapidly shifting towards personalised, data-driven care… Read more
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