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Links

Linkfest: 29 April, 2020

Some stuff I am reading today morning:

Small MFIs turn vulnerable to default (ET)

How Covid-19 could benefit the dairy industry (FE)

FMCG cos tighten supplies to Future Retail (Mint)

How Promoters benefit themselves using Third Party Transactions (Dr Vijay Malik)

Timing, Luck & Surviving (A VC)

Talk is Cheap ( Nick Maggiulli)

Trend Following is Everywhere (Alpha Architect)

Ramesh Damani interviews Madhav Bhatkuly (You Tube)

Who will pay for it all? (Daily Reckoning)

Interview with Carl Icahn (You Tube)

Categories
Cartoon

Only One

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Excerpts

Pabrai on Indian Real Estate Stocks

Source: Pabrai Investment Funds Q1 2020 Letter

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Chart

Chart: Long Term Debt Cycle

Source: Ray Dalio

Categories
Links

Linkfest: 28 April, 2020

Some stuff I am reading today morning:

Reliance Industries to consider rights issue (BS)

Interview with RBI Governor Das (Cogencis)

Time is running out for Mumbai Real Estate ( Vishal Bhargava)

The staggering rise and incredible fall of B R Shetty (ET)

FinTech boom falters (Mint)

Analysts betting big on chemical cos (BL)

Stock Talk: DMart (Jana)

An explainer – How the Indian Banking system works (Prof Ananth Narayan)

Ignore, Avoid, Reject (Anand Sridharan)

Central Banks may scrap inflation targeting (CNBC)