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One of those market days
Author: Raoji
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Linkfest: 09 March, 2020
Some stuff I am reading today morning:
Oil plummets 30% as price war breaks out (CNBC)
Gulf Stock markets crash (Khaleej Times)
Credit & Funding markets are starting to crack (J P Morgan)
Yes Bank founder Rana Kapoor arrested (Rediff)
Yes Bank-DHFL nexus (TOI)
The birth, rise and fall of Yes Bank (Indradeep Khan)
Inside the house that Rana Kapoor built (Mint)
RBI move casts shadow on AT1 Bonds (BS)
How Buffett holds (Focused Compounding)
Don’t catch a falling knife (Michael Batnick)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
The Valuation Disaster of SBI Cards (Anurag Singh)
On India’s retail credit boom (Malini Goyal)
Yes Bank: Bye, Bye Shareholders (Subramoney)
When the target is Re 1 (AI)
Buy, Sell or Hold ? (AI)
Hyper Growth or Growing Hype (AI)
The looming corporate debt crisis (BS)
Sheetal Cool: Catch Them Young (AI)
Don’t be a hero (Ramesh Damani)
Transcript of Prashant Jain’s Conference Call (DropBox)
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Weekend Mega Linkfest: 06 March, 2020
Some off beat reads for the weekend:
You’re likely to get the Coronavirus (Atlantic)
CAA is necessary (Harish Salve)
Naveen Patnaik’s unbeaten run (Outlook)
What Rashmi Thackeray means for Shiv Sena (DailyO)
WeWork: Eat, Pray, Spend (Bustle)
Putin saves Erdogan from himself (ATimes)
The People of Las Vegas (Believe)
The rise & fall of Greece’s neo-Nazis (Guardian)
The end of Egyptian Cotton (New Yorker)
How 4 Christian votes made Pakistan possible (Friday Times)
40+, Single & Loving it (Mint)
Married life means what? (J Mathrubootham)
Dorabji Tata: Going for Olympic Gold (LHI)
Travelogue: Bhutan (Team BHP)
Cairo Diary (Open)
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Sheetal Cool: Catch Them Young
Hat Tip: A Damani
Source: Exchange Filings of Sheetal Cool Products Ltd
Amusing to see that the CFO of the co is not even 22 years old
