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Valuations Perspective
Author: Raoji
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Linkfest: 01 July, 2019
Some stuff I am reading today morning:
Reliance Capital postpones results indeterminately (NSE)
PWC resigns as auditors for Eveready Industries (MC)
DHFL lenders to meet today (BL)
Modi to announce GST 2.0 today (ET)
JSW Steel acquires stressed ACCL (BT)
Indian Mutual Fund Platforms in trouble (Naked Beta)
Latest Post Office Small Savings Schemes (Basu Nivesh)
Unlimited Upside (Michael Batnick)
Once upon a time in Tech (Seeking Alpha)
Despite G20, Mistrust & Disputes persist between US & China (SCMP)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
SBI’s Greatest Chairman (AI)
Indiamart IPO: Connecting Sellers & S***ers (AI)
Britannia : Not a Good Day (AI)
What a difference a decade makes (AI)
The India Life Insurance Opportunity (AI)
Aditya Birla AMC’s Dear Investor Letter (AI)
Notes from ValuePickr Chintan Baithak 2019 (VP)
AIF, PMS or MF? (Subramoney)
Lodha in trouble (BS)
How to avoid fraud & fragile companies (AI)
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Weekend Mega Linkfest: 28 June, 2019
Some off beat reads for the weekend:
What does Putin really want? (NY Times)
King of the Snitches (Bloomberg)
UK’s true role in the Yemen War (Guardian)
The Mystery of Lord Jagannath’s Temple Treasure (Outlook)
India’s first woman fire fighter (Better India)
Aliyah: Four years an Israeli (Times of Israel)
Technology: The next big battery breakthrough (Quartz)
On Retirement Blues (J Mathrubootham)
India’s greatest spy who wasn’t (Madras Courier)
Kapurthala’s Spanish Maharani (LHI)
The man behind Maharaja Ranjit Singh’s statue in Lahore (IE)
The Prince & the Golden Cow (Manu Pillai)
Travelogue: Tel Aviv (Nat Geo)
Reliving the Great Escape (Rishad Saam Mehta)
Kashmir: A final journey (Siddhartha Gigoo)
