Categories
Startups Video

The misleading metrics startups love to tout

Categories
Links

Linkfest:Jan 30,2013

Some stuff I am reading today morning:

In India, a dash to lock in yields (WSJ)

Structural problems cant be solved with cyclical tools (Mint)

Fighting fat at India Inc, one dosa at a time (NYTimes)

How bond trading on Wall Street really works (ZeroHedge)

5 bitter truths of Rajat Gupta-The Gurbani connection (Rodinhoods)

Dubai suitcases of cash circumvent loan rules (Bloomberg)

Five cautionary notes for every value investor (AswathDamodaran)

Ray Dalio:2013 will be a game changer (Bloomberg)

How to profit from China’s air pollution (DailyReckoning)

Research:Do fund managers who use technical analysis generate better returns? (SSRN)

Categories
Humor

The wit of Sharmeen Obaid Chenoy

Oscar winner Pakistani artist Sharmeen Obaid Chenoy was asked her thoughts about Hafiz Saeed’s comments that Shah Rukh Khan is welcome in Pakistan.

Her reply below is too good !

Categories
Parody Lyrics RBI

What did Chidambaram tell RBI Governor Subbarao

RBI’s 25 bps rate cut was really no surprise to anybody.

Here’s what Chidambaram probably told RBI Governor Subbarao before the rate cut ( lyrics From MJ’s Beat It !)

I Told You Don’t You Ever Come Around Here
Don’t Wanna See Your Face, You Better Disappear
The Fire’s In My Eyes And My Words Are Really Clear
So Cut It, Just Cut It

You Better Run, You Better Do What You Can
Don’t Wanna See No Blood, Don’t Be A Macho Man
You Wanna An Extension, Better Do What You Can
So Cut It, If You Wanna Remain Guv

Just Cut It, Cut It, Cut It, Cut It
No Guv Wants To Be Pressurized
Showin’ How Funky Strong Is Your Fight
It Doesn’t Matter Who’s Wrong Or Right
Just Cut It, Cut It
Just Cut It, Cut It

Just Cut It, Cut It
Just Cut It, Cut It

I amĀ  Out To Get You, Better Listen While You Can
Don’t Wanna Be A Boy, You Wanna Be A Man
You Wanna Stay Guv, Better Do What You Can
So Cut It, Just Cut It

You Have To Show Them That You’re Really Not Scared
You’re Playin’ With Your Extension, This Ain’t No Truth Or Dare
I’ll Kick You, Then I Will Beat You,
Then I’ll Tell You It’s Fair
So Cut It, If You Wanna Remain Guv

Just Cut It, Cut It, Cut It, Cut It
No Guv Wants To Be Pressurized
Showin’ How Funky Strong Is Your Fight
It Doesn’t Matter Who’s Wrong Or Right
Just Cut It, Cut It
Just Cut It, Cut It
Just Cut It, Cut It

Here is the actual song

Categories
Observations

A sad thought

We cannot imagine an Apple without Steve Jobs.The two are so closely inter-linked that it is difficult to separate the founder from the company.

When the founder passes away, the company and hence the stock price are drastically affected. (as can be seen in Apple’s case )

There are many examples in the Indian context.The recent one being Amitabh Parekh of Parekh Aluminex.The stock has got hammered beyond shape after the unexpected demise of its charismatic founder.

If you cast an eye (not an evil one !) over your portfolio, you will find many companies which are closely interlinked with the founder.It is difficult to visualize that these companies can succeed and grow without them.

A sad but sobering thought.