Ravneet Gill: Hand on Heart

Today, CNBC tweeted the following tweet

Exactly a month back on 17 May, 2019, CNBC had asked him the same Question to get a different answer

Latha Venkatesh: The market will want to know the capital plans.

Ravneet Gill: Yes

Latha Venkatesh: So can you give us a timeline? Are you sure you will be able to bring in the capital by July, August, September…what have you given yourself?

Ravneet Gill: Er, I….Latha, Hand on Heart, I think it will be a lot earlier than that.

Linkfest: 17 June, 2019

Some stuff I am reading today morning:

Top PE investors seek details about Yes Bank (Mint)

Reliance Infra no longer a going concern (ET)

50 Indians get tax notices for Swiss accounts (BS)

Yash Birla named ‘wilful defaulter’ (TOI)

Buffett on Audit Committees (Bala)

Economics beyond headlines (Vivek Kaul)

When everything that counts can’t be counted (TRB)

This time its different (Howard Marks Memo)

Ackshually (Irrelevant Investor)

7 Industries Amazon could disrupt next (CB Insights)

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

What I heard & saw at the Yes Bank AGM (AI)

Yes Bank: Ek, Do, Teen (AI)

Forecasting Folly: Sintex Plastics Edition (AI)

Fire those Mutual Fund Managers (AI)

The Anil Ambani Show (AI)

When Jet Airways CEO made a job offer (AI)

Unravelling the DHFL mess (MF Critic)

Apollo Tyres hits IL&FS brakes (Forbes)

Financial Shenanigans at DHFL, RelCap (Money Life)

NBFC crisis hits realty sector (ET)

Weekend Mega Linkfest: 14 June, 2019

Some off beat reads for the weekend:

Conversation with Azim Premji (Anil Dharker)

Bengal Doctor’s Stir (Swarajya)

KCR and the art of killing the Opposition (India Today)

Inside the Crypto World’s biggest scandal (Wired)

Hong Kong’s fight for freedom (Ma Jian)

The end of the Arctic (SCMP)

Profile: Tulsi Gabbard (NY Mag)

The Billionaire descendants of a Nazi (NY Times)

Safe Driving in the rains (Team BHP)

Travelogue: Lisbon (Nat Geo)

Back in India (J Mathrubootham)

Friend of my youth (Amit Chaudhuri)

70 years of Shankar-Jaikishan (Madras Courier)

A Mumbai Church and its Afghan Connection (LHI)

Calcutta Diary (Outlook)