Author: Raoji

Categories
Links

Linkfest: 25 May, 2021

Some stuff I am reading today morning:

Osaka crumples under Covid-19 onslaught (Reuters)

Adani Group plans 2m tonne/year Coal-to-PVC plant (ICIS)

Is the metal rally over? (FE)

Zeta turns Unicorn (Entrackr)

Facebook’s new gameplan for India (Fortune)

Rotating out of the Rotation (Pratyush Rastogi)

Is it worth including cryptocurrency in your portfolio? (BS)

Is Stellar Crypto worth it? ( Corey Mann)

Inside the rise and fall of shit coins ( Vanity Fair)

Why China banned cryptocurrency but backs digital yuan (CGTN)

Categories
Excerpts

Lou Simpson in Six Words

Lou Simpson was one of the greatest investors of all time.

His wisdom condensed in Six Words- Buy Cheap, Hold Expensive, Sell Rarely

Buy Cheap

We try to be disciplined in the price we pay for ownership even in a demonstrably superior business. Even the world’s greatest business is not a good investment if the price is too high.

Hold Expensive

This is often the most difficult, because you’re investing in something you wouldn’t buy at current prices, but you don’t want to sell because it’s a really good business and you think it’s ahead of itself on a price basis. It might be worth holding on to it for a while.

Sell Rarely

If I’ve made one mistake in the course of managing investments it was selling really good companies too soon.

Categories
Excerpts

Dont mess with Russia

Source : FT
Categories
Links

Linkfest: 24 May, 2021

Some stuff I am reading today morning:

SC ruling brings top industrialists under IBC ambit (Rediff)

How JSPL took minority shareholders for a ride (Leading Nowhere)

Stock Talk: Bharti Airtel (FE)

Bitcoin becomes Indians’ dream investment (BS)

On Vaccicorns (Anand Sridharan)

Coasian Finance ( Marc Rubinstein)

Speculation & Investment (GMO)

6 Lessons from Wolf of Wall Street ( Larissa Fernand)

Wise words from Lou Simpson ( Novel Investor)

Debate: Sunil Singhania Vs Saurabh Mukherjea (You Tube)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

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

A Lifelong Lesson (AI)

Generic Injectabales: Growth Opportunity (AI)

Pray its True (AI)

Anger grows as Covid-19 engulfs rural India (BS)

Gokaldas Exports: What a turnaround looks like (AI)

Why Telecom is a Zero Sum Game (AI)

My experience in unlisted stocks (Leading Nowhere)

Thread on Solara Active Pharma (Vishnu Kapadia)

3 Investment hacks for young people (Larissa Fernand)

Cypto Calling (AI)