Categories
Links

Mega Linkfest: 28 October, 2022

Some off beat reads for the weekend:

The Red Emperor (Brahma Chellaney)

World faces most dangerous decade since World War II (V Putin)

Time to talk to Russia (American Conservative)

A bleak season ahead for Rishi Sunak (Guardian)

The world awaits Netanyahu (TOI)

The $30 Million Lottery Scam (Atlantic)

The genealogy of Chinese Cybernetics (Palladium)

On Filipino workers overseas (Kenyon Review)

On Rohingya refugees in Bangladesh (Zocalo)

The revolution in Iran (Baffler)

The Crypto Story (Matt Levine)

The Azuljeo tilework of Portugal (Smithsonian)

Thread: The Vitruvian Man (Cultural Tutor)

Breakfast Cycling around Mumbai (Team BHP)

Thread: 10 Things that won’t matter in 10 Years (George)

Categories
Chart

Chart: Lifecycle of Free Cash Flows

Source: Prof Aswath Damodaran

Categories
InvestorPresentations

PNB Housing: GNPA Ki Baat

Source: Investor Presentation of PNB Housing Finance Ltd

Categories
Links

Linkfest: 28 October, 2022

Some stuff I am reading today morning:

Tatas to set up India’s first private sector Aircraft manufacturing unit (BW)

RBI schedules additional MPC meeting on Nov 3 (Fortune)

On Kerala HC ruling on Dhanlaxmi Bank (MC)

India’s Russian Oil binge (BS)

P C Jeweller defaults on 3,466 Cr (FE)

Letter to Mark Zuckerberg (Sid Choraria)

Thread: Why most investors don’t succeed (Lyall Taylor)

A Primer on Free Cash Flow (Aswath Damodaran)

The China Dream: To be someplace else (The Market)

Cumulative Vs Cyclical knowledge (Morgan Housel)

Categories
Quotes Trading

Only 4 Trading Outcomes