Valuenomics Research

  Pic Credit - Business Insider Chamath Palihapitiya is a Sri Lankan-born Canadian-American venture capitalist, engineer, and the founder and CEO of Social Capital. For more about him- https://cutt.ly/Rjel9Zq A compilation of sorts. Might be a bit different from other compilations that you’re used to. But my aim here was to provide more snippets and summaries. Highly encourage you to read the source material for a more well-rounded view of his thoughts though. Keep in mind this is a work in progress and continually updated as I find new snippets, summaries, and links. On Social Capital (His venture fund) We are not building a venture fund – at least that’s now what I want to build – and I don’t really have any attachment to the role of CEO, but I do think I set the vision of a place, culture, and values of where we work. If you ask me what we are today: we are in this primordial stage where we look like a venture firm. We take a lot of capital – ours and other people’s – and invest...

Let us look at the recent Gold returns Vs. Sensex Returns. Wow...! I need GolD :D Wait, Was this performance ever like this? Let’s look at a year back (2019) and a year again (2018). Ok, Oops. It’s equivalent to Inflation Rate. 🙁 How does the same asset class give two different opinions? Gold. Gold is an alternative version of cash in a short text in the long-run potential to grow/ Decline above/below the inflation rate. Gold in the portfolio acts as a stabilizer, acts as insurance at the time of crisis like this (pandemic).  I was expecting gold to cross above the crucial level of the $1900 mark, it’s now headed to cross the $2080 mark. But such momentum was quite surprised with a ~25% return since late March 2020. Around six months back, gold was trading within a range of $1400-$1500. Returns? Gold is best for hedging purposes in the portfolio, as evident by, In the past 40 years, on average, gold returns are above the inflation rate. Cool!  This leads to the following ques...