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The Business of Learning

Hat Tip: T Sawjiani

Source: Economist
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Links

Linkfest: 16 April, 2019

Some stuff I am reading today morning:

Polycab India to list today (ET)

India Post now biggest loss making PSU (MC)

Asia’s tech champions zero in on banking (Reuters)

Stock Analysis: Kokuyo Camlin (Dr. Vijay Malik)

Stock Analysis: Godrej Consumer Products (ViM)

Stock Talk: Hyderabad Industries (Big Investor)

Sectoral Charts: Auto (Nooresh)

Interview with Michael Batnick (AM)

Uber’s coming out party (Aswath Damodaran)

Generating alpha using the Cash Conversion Cycle (AA)

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Observations

Sentiment Indicator

Sarkaari Companies hitting the UC is a good sentiment indicator

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Chart

Contributors to Nifty EPS Growth

Source: Credit Suisse Research
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India Consumer: What’s Priced In?

Source: Morgan Stanley Research