Categories
Anecdotes

A Lifelong Lesson

Mr. Rieder is the CIO at BlackRock which has an AUM of $ 8.5 Trillion

Source: WSJ
Categories
InvestorPresentations

Generic Injectables: Growth Opportunity

Source: Investor Presentation of Gland Pharma Ltd

Categories
Links

Linkfest: 18 May, 2021

Some stuff I am reading today morning:

Wholesale inflation soars to 10.49% in April (BS)

Reliance Jio to construct largest submarine cable system (BT)

TIPS Industries: Optionality Play ( Ankush Agrawal)

Spotify: The sound of streaming (Fortune)

An Agricultural cycle ( Stock Blogger)

Building parallel financial systems (Diff)

The absurdity of today’s valuations (Bill Gurley)

3 Investment hacks for young people (Larissa Fernand)

Banker quits after making millions in Crypto Currency (CNBC)

Short Selling: Open Letter to Lemonade (Muddy Waters)

Categories
InvestorPresentations Textiles

Gokaldas Exports: What a Turnaround looks like

Source: Investor Presentation of Gokaldas Exports Ltd

Categories
RBI

RBI: English Pass, History Fail

Source: RBI Bulletin January 2021

The excerpt from the Bulletin is breath taking in its myopic outlook.

Excellent English, but complete complacency/ignorance about the Second Wave. This is ironic as the RBI Governor Das actually is a BA & MA in History