Linkfest: July 25, 2017

Some stuff I am reading today morning:

After Modi’s threat, many CAs are running for cover (ET)

Drama in Alembic Board Room (BS)

Alembic: Will a set of small shareholders be able to assert themselves? (IIAS)

What’s driving the confidence in Indian markets? (Quint)

Real Estate-A Contrarian Bet (Amit Jeswani)

How do you protect yourself in an overvalued market? (Amit)

How to turn NASDAQ’s 90 P/E into 22 P/E (Zero Hedge)

Betting on things that never change (Morgan Housel)

When something is obvious (Irrelevant Investor)

Baupost connects the dots, sees CRASH (Value Walk)

Leave a Reply

Your email address will not be published. Required fields are marked *