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Excerpts

Corporate India is a Crybaby

– T T Srinivasaraghavan, MD ,Sundaram Finance Ltd

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Links

Linkfest: 11 October, 2019

Some stuff I am reading today morning:

Singh Brothers arrested (BS)

Online Food Delivery may touch $12.53 Billion by 2023 (FE)

What made Talwalkars so unfit for shareholders & lenders (Sucheta Dalal)

Jewellers may miss Diwali sparkle this year (Rediff)

Stock Talk: BEML (Mint)

What should I do with my holding in Piramal Enterprises? (Candor Investing)

Observations on the Essel Mess (MF Critic)

How to spot the liar in the boardroom (Saurabh Mukherjea)

The insider story of Equis & its partners’ $800 Million Bounty (Euro Money)

The 100 Richest Indians (Forbes)

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Excerpts

Soros on how the Stock Markets Work

Source: Neckar Cap

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Chart

Just 4%

Hat Tip: Manish Gunwani

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Links

Linkfest: 10 October, 2019

Some stuff I am reading today morning:

RBI rejects merger of Indiabulls Hsg Finance with LVB (BS)

Jio signals an end to the tariff war (Mint)

Equity Fund inflows fall (FE)

Tough decisions ahead for RCEP (BT)

Startup: Drunken Monkey (Forbes)

Company Profile: United Spirits (OB)

Interview with Joel Greenblatt (AM)

How am I different from 90% of the fund managers (Buffett)

The Unicorn Barn is on fire (Prof Scott Galloway)

Ivy League Endowments make the same old mistakes (Barry)