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Buying the Bargain

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Links

Linkfest: 05 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: DMCC (Rohit Balakrishnan)

Spandana Sphoorty IPO opens today (MC)

India tumbles out of $2 Trillion Market Cap Club (ET)

How a shadow banking crisis is hurting auto sector (BS)

SBI seeking divine intervention (Mint)

Notes from India Wealth Management Conference (Subramoney)

New growth model for Indian Pharma (OB)

Best tax free Bonds 2019 (Basu Nivesh)

Latest Memo: On the other hand (Howard Marks)

Munger and Icahn make oil investing easy (Advisor Perspective)

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TopClicks

Top Clicks on Alpha Ideas This Week

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

Alpha Ideas 20 20 Meet – Thank You (AI)

Screwing shareholders: Uniply Edition (AI)

Who killed Siddhartha? (AI)

Not 2008 Yet (AI)

Smell the Coffee (AI)

Sun Pharma: Noblesse Oblige (AI)

Tejas Networks: Anchor Down (AI)

Outlast the Bastards (AI)

Equities: How long is the night? (Bala)

How to make 7x on your investment (Michael Burry)

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Links

Weekend Mega Linkfest : 02 August, 2019

Some off beat reads for the weekend :

All eyes on Kashmir (News Click)

Rahul’s war on the Congress (Harish Khare)

Saudi Arabia: No One is Safe (Vanity Fair)

Murder in the Moroccon Mountains (Outside)

How the State runs business in China (Guardian)

How a Harvard Law Professor got victimised (The Cut)

The village that lost its country (BBC Travel)

Pulicat & the forgotten Indian Slave Trade (LHI)

Vijanagar’s age of confidence (Manu Pillai)

India’s toughest race (Better India)

Full tension (J Mathrubootham)

On Masoom (Nairita Mukherjee)

On sunk costs in relationships (Nisha Susan)

The Apu Paradox (Kahini Iyer)

London Diary (Talmiz Ahmad)

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