Source: Raamdeo Agrawal Flame University Presentation
Author: Raoji
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Linkfest: July 24, 2017
Some stuff I am reading today morning:
How N Chandra plans to fix the Tata Group (Fortune)
‘Ambani Hedge’ is the new trade in town (BL)
Reliance Industries’ triple play (Andy)
An early sign GST is working (WSJ)
How Zomato survived the foodtech carnage (ET)
India’s Bulls aren’t tiring yet (Bloomberg)
What is wrong with ICICI Pru Value Discovery Fund? (FreeFinCal)
Promoter Buying as a Poker Hand (Mystic Wealth)
Buffett’s & Munger’s top tips for Class of 2017 (Vintage Value)
I bought my first Bitcoin (Josh)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
I am the Toll Bridge, a 100 Bagger (Amit)
Few Bets,Big Bets, Infrequent Bets (Pabrai)
Interview with Kenneth Andrade (Quint)
10 Rules for catching a bottom (Irrelevant Investor)
Portfolio of Rahul Kayan (AI)
US FDA find Pigeon Poop @ Intas Pharma (AI)
Someday the markets will crash (AI)
Chart: All markets go up (AI)
Sentiment Check (AI)
Fisher: My most important lesson as an Investor (AI)
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Weekend Mega Linkfest: July 21, 2017
Some off beat reads for the weekend:
What is the matter with Narayana Murthy? (Charles Assisi)
The Battle for Mosul (NYTimes)
Modi’s road to 2019 (Open)
Pranab Mukherjee ought to be condemned (Kuldip Nayar)
The Indira Gandhi trickery (Media Crooks)
A French Comic Book talks about dangers of Hindutva (Scroll)
The rise and fall of F. Lee Bailey (Town & Country)
Sufis in California (The Fader)
How can we stop algorithms telling lies? (Guardian)
Now Airbnb is wrecking mountain towns too (Long Reads)
Gossip: Pranab Mukherjee may lead Congress (Gossip Guru)
Trekking: Chadar 2017 (Team BHP)
Mumbai has a 66 Million Year Old Secret (BI)
Photo Essays: Love in Bombay (IQ)
India-Pakistan Diary (Kiran More)
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Someday the Markets will Crash
