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Links

Linkfest: Nov 06, 2017

Some stuff I am reading today morning:

Reliance Nippon to list today (Quint)

Paradise Papers: Black Money of India Inc (IE)

Mass purge in Saudi Arabia (NYTimes)

Most stocks listed this year trading below IPO price (Mint)

Real Estate: Hard landing but also big winners (Saurabh Mukherjea)

Hiring trend loses pace at IT Companies (FE)

SEBI court sends Ketan Parekh to judicial custody (BL)

Interview with Unichem’s MD (Quint)

Axis Bank – The Mis-Seller (Bala)

The real law of averages (Seth Godin)

Categories
Observations

CNBC turning into a Cartoon Channel

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TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

The #1 Reason why Indians are flocking to Equities (AI)

Why TCI is better than Berkshire Hathway (AI)

Sajjan Jindal Ko Gussa Kyon Aaya (AI)

CCC Ltd: Every penny counts (AI)

Why PE funds are getting attracted to steel sector (Vikas)

The biggest stock collapse in world history (Bloomberg)

Uflex Ltd: A mispriced bet? (Jiten Parmar)

India is now the world’s most expensive market (ET)

Godavari Power & Ispat: A turnaround case? (Niteen Dharmawat)

India Mortgages: The coming boom? (AI)

Categories
Links

Weekend MegaLinkfest: November 03,2017

Some offbeat reads for the weekend:

How it feels to lose $30,000 in bitcoin (Wired)

There never was a real tulip bubble (Smithsonian)

Asia braces for US rate hikes (Asia Times)

The war against Pope Francis (Guardian)

The 2017 Raid De Himalaya (TeamBHP)

Pakistan, the Land of the Intolerant (Mohammed Hanif)

Four Everyday designs that are pukka Indian (Scroll)

Meet the Dogfather of Mumbai (YS)

The Oxford of Gujarat (Mint)

How Mumbai police tracked down Pallavi’s killer (Rahul Pandita)

How Udipi hotels unwittingly curbed caste segregation (Scroll)

Some unknown facts about Bangalore that are hard to believe (Quora)

It was never love (Dr. Irfan Zafar)

How Tintin led a Belgian anthropologist to Java (SCMP)

Pranab Dada: Re-Hinduising Congress (Gossip Guru)

Categories
Excerpts

Why TCI is better than Berkshire Hathway

Source: TCI Investor Presentation November 2017