Source: Ajaya Sharma
Categories
10 Stocks for next 10 Years
Source: Ajaya Sharma
Author: Raoji
Categories
Linkfest: 17 June, 2019
Some stuff I am reading today morning:
Top PE investors seek details about Yes Bank (Mint)
Reliance Infra no longer a going concern (ET)
50 Indians get tax notices for Swiss accounts (BS)
Yash Birla named ‘wilful defaulter’ (TOI)
Buffett on Audit Committees (Bala)
Economics beyond headlines (Vivek Kaul)
When everything that counts can’t be counted (TRB)
This time its different (Howard Marks Memo)
Ackshually (Irrelevant Investor)
7 Industries Amazon could disrupt next (CB Insights)
Categories
Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
What I heard & saw at the Yes Bank AGM (AI)
Yes Bank: Ek, Do, Teen (AI)
Forecasting Folly: Sintex Plastics Edition (AI)
Fire those Mutual Fund Managers (AI)
The Anil Ambani Show (AI)
When Jet Airways CEO made a job offer (AI)
Unravelling the DHFL mess (MF Critic)
Apollo Tyres hits IL&FS brakes (Forbes)
Financial Shenanigans at DHFL, RelCap (Money Life)
NBFC crisis hits realty sector (ET)
Categories
Weekend Mega Linkfest: 14 June, 2019
Some off beat reads for the weekend:
Conversation with Azim Premji (Anil Dharker)
Bengal Doctor’s Stir (Swarajya)
KCR and the art of killing the Opposition (India Today)
Inside the Crypto World’s biggest scandal (Wired)
Hong Kong’s fight for freedom (Ma Jian)
The end of the Arctic (SCMP)
Profile: Tulsi Gabbard (NY Mag)
The Billionaire descendants of a Nazi (NY Times)
Safe Driving in the rains (Team BHP)
Travelogue: Lisbon (Nat Geo)
Back in India (J Mathrubootham)
Friend of my youth (Amit Chaudhuri)
70 years of Shankar-Jaikishan (Madras Courier)
A Mumbai Church and its Afghan Connection (LHI)
Calcutta Diary (Outlook)
Categories
General Atlantic & Yes Bank
Find it very interesting that Yes Bank met General Atlantic on the eve of the day of the AGM.
Very rare for companies to meet investors just before such a busy day.
Is GA the mystery PE investor in Yes Bank’s capital raise? Only time will tell
Source: Exchange Filings of Yes Bank
