Categories
Chart

World Epidemics & the Markets

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Quotes

Munger on Buying Vs Holding

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SME

Tranway Technologies: Contrast Bias

Amusing to see a small software co using the contrast bias effect for making its valuations look cheaper by using completely inapporpriate comparisons

Source: Exchange Filings of Tranway Technologies Ltd

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Links

Linkfest : 27 January, 2020

Some stuff I am reading today morning :

How coronavirus is hurting China’s economy (CNBC)

Banks cherry pick NBFCs for loan disbursal (Mint)

Cos face new worry over falling sales (Rediff)

Stock Talk : Maithan Alloys ( Kumar Saurabh )

On the Motor Insurance Industry in India (Mayank Jain)

Mumbai real estate is on its death bed (Vishal Bhargava)

Is China eyeing India’s auto market? (BS)

Killing the small advisor (Prashanth Krish)

President Trump just gave a death blow to Amazon ( CCN)

Podcast: Interview with Sam Zell (The Tim Ferris Show)

Categories
Excerpts

The flaws of Value Investing

Source : Fundsmith 2019 Letter to Shareholders