Categories
MegaTrends

Mega Trend: Share of NBFCs in System Credit

Source: JM Financial Research Report
Categories
Telecom

What Sector Consolidation Looks Like

Source: Investor Presentation of Bharti Infratel Ltd

Categories
Links

Linkfest: 10 January, 2019

Some stuff I am reading today morning:

Sun Pharma shenanigans (BQ)

Party may be over for Indian Equities (BS)

Why 2019 could be a make-or-break year for Sun Pharma (MC)

On IndusInd Bank Results (Mint)

Usha Martin: Jhawar Family Feud deepens (FC)

Credit Ratings of real estate developers (Investing Bites)

The Bezos Divorce (CNBC)

2018 was a Peltzman Effect in action (Dr C K Narayan)

Delusions (TRB)

The Mnuchin massacre (Macro Tourist)

Categories
Tweets

Is the Retail Investor getting tired?

Categories
InvestorLetters

What’s your Entry P/E ?

Source: 2Point2 Capital Investor Update Q3FY19