Categories
Chart

Chart: Market Breadth

Source : Morgan Stanley Research
Categories
BookExcerpt

Seth Klarman on Investment Returns

Hat Tip: Ivan Malkkovic

From Seth Klarman’s Book ‘Margin of Safety’
Categories
MegaTrends

Mega Trend: India’s Renewable Energy Capacity

Source: DRHP Filings of K.P.I Global Infrastructure Ltd
Categories
Links

Linkfest: 02 January, 2019

Some stuff I am reading today morning:

Full Transcript: PM Modi’s first interview of 2019 (ANI)

RBI’s massive relief for MSMEs (RBI)

SEBI begins 2019 by tightening speculation (BL)

Jet Fuel Price now cheaper than petrol, diesel (Mint)

Ayushman Bharat is a ‘game changer’ (BQ)

3 Sectors with mouth watering opportunities (Jiten Parmar)

Is Active Alpha enough to cover taxes? (Alpha Architect)

China’s 2018 stock market performance was worst in a decade (CNBC)

When the bubble bursts, consider the anti-bubble (Ruchir Sharma)

What’s going to happen in 2019 (A VC)

Categories
Personal

Happy New Year

Wishing all readers a very Happy New Year and a rocking 2019.

Last year, I had made New Year Resolution to read one book every week i.e. 52 books in a year.

Was able to read around 37 Books i.e. was able to hit only 70% of my target…which is not too bad I suppose.

You can take a look at the various Book Reviews here.