Categories
Letters

Don’t Call Them Investors

Source: Jason Zweig

Ben Graham’s Letter to WSJ dated July 12, 1962

Categories
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

Categories
Excerpts

Pabrai on Indian Real Estate Stocks

Source: Pabrai Investment Funds Q1 2020 Letter

Categories
Chart

Chart: Long Term Debt Cycle

Source: Ray Dalio