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Cartoon

Babu Speak

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Sellside Research

Balaji Amines: Bleak But Bullish

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Links

Linkfest: 12 July, 2019

Some stuff I am reading today morning:

Gold price hit all time high in India (FE)

Did Indigo mislead investors? (Mint)

Adani’s new ‘big money maker’ plan (BS)

KPR Mills cancels buyback (ET)

FDI Cap in Insurance Companies likely to be 74% (MC)

Company Profile: Team Lease (OB)

Interview with Bhushan Kumar, T Series (BT)

How to find opportunities in Micro Caps (AM)

Interview with Michael Maubooussin (Farnam Street)

Is your information any useful? (TRB)

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Excerpts

Neelkanth Mishra : Where to Hide

Source: Interview of Neelkanth Mishra, Credit Suisse in Mint Newspaper
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MegaTrends

Mega Trend: Railways Electrification

Source: Axis Research on RITES