Categories
Excerpts

Why TCI is better than Berkshire Hathway

Source: TCI Investor Presentation November 2017

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Excerpts

CCC Ltd: Every Penny Counts

Source: 2016-17 AGM Notice of CCC Ltd

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Links

Linkfest: November 03,2017

Some stuff I am reading today morning:

30,000 telecom employees may get laid off (ET)

US states accuse Indian pharma cos of price fixing (MC)

Bank of England raises rates (Telegraph)

Can Bharatmala revive India’s capex cycle? (Mint)

Interview with Raymond’s Gautam Singhania (FE)

Backlash against Chinese products in India (Bloomberg)

Bitcoin Vs Gold? (Katusa)

The freakishly strong base (Morgan Housel)

How to ace your seed round (Medium)

How mergers impact small investors (M&A Critique)

Categories
Observations

The #1 Reason why Indians are flocking to Equities

Categories
Chart

India Mortgages: The Coming Boom ?

Source: CLSA Research