Some stuff I am reading today morning:
Inflows into Equity MFs down by 60% (Hindu)
Moment of reckoning in US-China trade dispute (WaPo)
How Bakshi is changing ICICI Bank (MC)
RIL acquires Hamleys (FE)
McDonalds buys Vikram Bakshi’s stake (BS)
Interview with Jim Rogers (ET)
Stock Pick: Dr Lal Pathlabs (Saurabh Mukherjea)
Market Timing Tools (AM)
When does market timing work? (Of $ and Data)
Financial milestones by age 42 (Subramoney)
One reply on “Linkfest: 10 May, 2019”
Dr. Lal Pathlab’s hub and spoke model isn’t unique. Other chains like Thyrocare and Metropolis are using the same and they too have strong ratios. The question is what makes Dr. Lal Pathlabs better over its peers, I really don’t see much difference.
I have written about it in my blog: https://myvalueinvestblog.wordpress.com/2019/04/26/indian-diagnostic-industry-dividends-and-shareholder-friendliness/
Any comments are welcome.