Categories
Observations

Ranaji Mhaare

One Year Back:

Now:

Categories
Links

Linkfest: 10 September, 2019

Some stuff I am reading today morning:

The 70,000 Cr ticking time bomb (ET)

The Mutual Fund Business is booming (BS)

Paytm’s losses exceeds revenues (Mint)

IndiGo pips Air India on international routes (Rediff)

On Dividend Stocks (OB)

Pharma cos cheer good monsoon (MC)

Why positive cashflow matters (A VC)

You better love this (Morgan Housel)

Do Ben Graham’s Net-Nets still work? (Alpha Architect)

3 Secrets to Value Investing (Seth Klarman)

Categories
Annual Reports

Lasa Supergenerics: Legally only one

Source: Annual Report 2018-19 of Lasa Super Generics Ltd

The Default that wasn’t:

The Default that was:

Categories
Links

Linkfest: 09 September, 2019

Some stuff I am reading today morning:

FPIs keep selling (BS)

WestBridge invests in Vini cosmetics (ET)

Healthy gains for Indian pharma cos (Mint)

Notes from Hatsun Agro AGM (Anand Mohan)

Whatever happened to Six Sigma? (Oliver Staley)

Fake branded gold bars roiling gold market (Reuters)

Let’s watch Softbank’s Venture Capital plunge (Capitalist Exploits)

The hedge fund that wasn’t (Institutional Investor)

Life Lessons from Keshub Mahindra (Wharton)

What I learnt from losing $ 200 Million (Bob Henderson)

Categories
Links

Weekend Mega Linkfest: 06 Sept, 2019

Some off beat reads for the weekend:

India is ready to touch down on the Moon (Wired)

The cost of Amazon’s Next-Day Delivery (Buzz Feed)

A honest look at India’s VC Industry (Quartz)

Bangladesh cannot hide history (Forbes)

Tauba, Tauba (Naila Inayat)

Why Sonia Gandhi won’t crack the whip in Congress (Rasheed Kidwai)

Commode for Chidambaram (India Today)

The politics of Lahore’s Hindu Temples (Dawn)

A Foodie’s guide to Israel (Spectator)

The Formula for Happiness (Dr. Daniel Crosby)

The Ballet Boy of Bengal (Better India)

Where is real friendship? (J Mathrubootham)

Madurai: Myths & Miracles (LHI)

Maratha blood & Persian veins (Manu Pillai)

Dead Sea Diary (Outlook)