–From Kenneth Andrade’s interview in the Book ‘Master Class with Super Investors’
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Author: Raoji
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Linkfest: 14 December, 2018
Some stuff I am reading today morning:
RBI Board Meeting today (BQ)
RBI’s arbitrary changing of the PCA framework (ET)
Massive buyback by IOC (BL)
Stock Market traders fall for ‘rural narrative’ (Mint)
How IL&FS splurged on luxury (BS)
Standard Chartered axes over 200 jobs in India (Reuters)
Company Profile: WNS (Fortune)
How Munger made $500 Million with 2 decisions (AM)
The perils of trying to time the market (Economist)
Mr.Market tests what you know (Subramoney)
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Hiren Ved on Portfolio Management
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Linkfest: 13 December, 2018
Some stuff I am reading today morning:
New RBI Chief opens the door for consultations (Mint)
Private Life Insurers post 23% growth (MC)
SEBI allows segregation of distressed assets by MFs (BS)
Colgate’s Ayurvedic bet pays off (BQ)
In Focus: Holding Companies (Digital FC)
The 1 Budget Change to make you rich (DR)
Investing in Influencers (Forbes)
The Milkshake Trade is finished (Macro Tourist)
Is there a behavioral premium for illiquid investments? (BI)
Share Buybacks, bad companies and bear markets (Albert Bridge)
