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Ambit: 3 Powerful Themes for this year

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Linkfest: April 06,2015

Some stuff I am reading today morning:

Full Notes of Charlie Munger 2015 Daily Journal Meeting (ValueWalk)

IFSC at GIFT city to be operationalised within a year (BS)

Key takeaways from Modi’s RBI speech (Firstpost)

Remembering Narasimha Rao (Mint)

Learning from the greatest trade ever (Insecurity Analyst)

When should I exit my mutual fund investment (FreeFinCal)

Edelweiss Research:Mid-Cap Marvels (RJ)

A dozen things I’ve learned from Lou Simpson about investing (25IQ)

Dealing with low interest rates (Aswath Damodaran)

As bad a strategy I can think of (Swedroe)