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Going, Going, Gone
Author: Raoji
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Linkfest: 03 September, 2019
Some stuff I am reading today morning:
Maruti Suzuki cuts output by 34% (FE)
Bad macro economic data keeps pouring in (Mint)
7 Changes in Income Tax Laws effective from 01 Sept (ET)
More than 2.6L people can lose jobs in mining sector (BS)
No takers for Jet Airways (BT)
Sahara wants SEBI to return ‘idle funds’ (BL)
Capital Allocation: Why it matters (Altais)
Valuation divergence between growth & value stocks (Platinum)
Landlords are eating every thing (Steven Buss)
Days are long, but decades are short (Sam Altman)
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Weekend Mega Linkfest: 30 August, 2019
Some off beat reads for the long weekend:
A personal memoir as a PSU Banker (Manas Chakravarty)
Stand up and do what, PM Imran Khan? (Naila Inayat)
Pak’s Medina project is finished (Sanjay Dixit)
My experience on intermittent fasting (Amit Gadre)
A message from the Khan Market Gang (Salil Tripathi)
Knot a Mizo thing (Outlook)
Arun Jaitley: The Constant Counsellor (Open)
Rant: The lunatics have taken over the asylum (Bob Lefsetz)
Exploring the Chinese Car Scene (Team BHP)
Vancouver Housing Crisis with Chinese characteristics (ATimes)
The first Israel-Iran War (Times of Israel)
The Exhibition of 1851 (LHI)
Are smart people over rated? (Malcolm Gladwell)
Travelogue: Bahrain (Parnashree Devi)
Tribute: Kanchan Chaudhary (BI)
Source: Exchange Filings of Yes Bank
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Linkfest: 30 August, 2019
Some stuff I am reading today morning:
NHAI’s giant liabilities (Sucheta Dalal)
The iPhone’s Make in India story (Mint)
India to capitalize on US-China tariff war (CNBC)
Aditya Birla Group slips into the red (BS)
Interview with Manish Gunwani (ET)
Inside India’s messy EV revolution (Forbes)
The real bubble is in active asset management (TRB)
The One Strategy that beats Wall Street (James Altucher)
The rise of Amazon (Irrelevant Investor)
Hypothetical Value to Real Value (A VC)