Categories
ConferenceCall Excerpts

Mumbai’s Real Estate Cycles

Source: Dhruv Saraf

(From Arihant Superstructures – Q2 FY’18 Conference call)

Categories
Cartoon

Exit, Light. Enter, Night

Cartoon By : Jayachandran/Mint

Categories
Links

Linkfest: 16 March, 2018

Some stuff I am reading today morning:

Hindustan Aeronautics IPO opens today (Quint)

L&T MF wins best Equity Fund House award (Morningstar)

Poor response to Bharat Dynamics IPO (BS)

Bandhan Bank’s Initial Pricey Offer (OB)

Investor Profile: Shankar Sharma (ET)

Indian fugitives own Rs.40,000 Crores (Mint)

Jeff Bezos really wants to win in India (Bloomberg)

To take or not to take over an unethical family business (Forbes)

0 to Warren in 3 Buffettisms (DR)

Where are the movie stars? (Seth Godin)

Categories
CoatTailing

Portfolio of Fairfax in India

This post is in continuation of my coat tailing series (see here)

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Source: Fairfax Letter to Shareholders 2018

Categories
Chart

Telecom: 100% Coverage

Source: Goldman Sachs Research Report