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MegaTrends

Mega Trend: Disruption in Indian Banking

Source: BCG Report FIBAC 2019
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Observations Tweets

The Breadth keeps getting worse

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Tweets

Kuch Samjhe?

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Links

Linkfest: 22 August, 2019

Some stuff I am reading today morning:

CG Power: A financial thriller on Dalal Street (MC)

Mukesh Ambani has a gas problem (BS)

Small Cap investing may not be worth it (Dhirendra Kumar)

The revolt against food delivery apps (Mint)

Alarm bells ringing for India telecom industry (Kush Katakia)

It will take 2 years to come out of economic slump (Bimal Jalan)

Who will be the next Unicorn from India? (OB)

How to identify a consensus (Ritesh Jain)

Why value investing works (Nick Kirrage)

Why Complexity Sells (Morgan Housel)

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Excerpts

Variant Perception

Hat Tip: Ian Cassel