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Ashish Kacholia: Economy is in ICU
Author: Raoji
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Linkfest: 13 May, 2019
Some stuff I am reading today morning:
Imminent Crisis in NBFC sector (BL)
Lost decade under Modi (Andy Mukherjee)
Modi is India’s best hope for economic reform (Time)
Interview with Sudip Bandyopadhyay (ET)
Stock Pick: Coffee Day Enterprises (Niraj Dalal)
Stock Analysis: Kanchi Karpooram (Dr Vijay Malik)
A thread on diversification (Prof Bakshi)
How compounding works in the stock market (CS)
Conversation with Aswath Damodaran (Elm Funds)
Obituary: Yogi Deveshwar (Rediff)
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Book Review: Animal Farm
Animal Farm is a Book written in 1943/1944 by George Orwell and is widely regarded as a Classic.
I had come across the Book in my student days but never got around to reading it.
I am glad I did so now.
The Book is about how animals on a Farm get tired of their human supervisors and overthrow them
They start with very lofty slogans of Equality, Fraternity etc but gradually one set of animals (pigs in this case) take charge and slowly but gradually things revert back to how they were
This Book is considered one of the most satirical pieces on Communism and hints at the Stalin-Trotsky fight in a very amusing way. The Book also has a reference to religion which I found funny.
The Book is relevant even today. In the Indian context, one can immediately relate it to the AAP party in Delhi who came to power on a clean platform only to become like the other political parties.
I would certainly recommend this Book to those interested in Classics and power politics.
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Caution (AI)
The Co-Founder of DMart who could have been a Billionaire (AI)
Yes Bank: Chaar Yaar Ka Pyaar (AI)
Sintex Plastics: Bhav Bhagwaan Che (AI)
When even a Bajaj can’t raise money (AI)
Reliance Industries: Double Ho Gaya (AI)
Pilgrimage to Omaha (Rajeev Thakkar)
Stock Pick: Dr Lal Pathlabs (Saurabh Mukherjea)
16 Companies with rising operating profits (BS)
Charlie Munger’s 7 Iron Laws (George Mack)
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Weekend Mega Linkfest: 10 May, 2019
Some off beat reads for the weekend:
Can India endure another 5 years of Modi? (Aatish Taseer)
On Hindu refugees from East Pakistan (Sudipto Das)
Honduras Gang Violence (NY Times)
How Cocaine transformed San Miguel (Guardian)
Asia Bibi: Pakistan’s notorious blasphemy case (BBC)
How Ancient Indian Art utilises Maths, Mythology and Rice (Atlas Obscura)
A Chinese village that kept a Courtesan’s secret (SCMP)
Viktor Orban’s War on Intellect (Atlantic)
Spoof: Trump takes on second job (The Onion)
The Yeti: A beast in imagination (Open)
Mahboob Ali Khan, the sixth Nizam of Hyderabad (Manu Pillai)
Right and Bright Idea (J Mathrubootham)
On Cricket Commentary (Irfan Pathan)
Guru Gobind Singh’s letter to Aurangzeb (Madras Courier)
India’s African Kings (LHI)