Amusing movie scene which highlights the importance of legwork and scuttlebutt
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It’s hard to know
Author: Raoji
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Linkfest : 25 November, 2019
Some stuff I am reading today morning :
How to safeguard yourself if you are a Karvy client ( BT)
BPCL asset valuer to submit report in 50 days ( ET)
My learnings after 9 years of full time investing ( Jatin Khemani )
The core of our manufacturing economy is staring at an abyss ( Sandipan Deb )
We are all Emerging Markets now ( Zev Abraham )
T- Series : The most watched You Tube Channel in the world ( Bloomberg )
A missing $250 Million in Crytpo ( Vanity Fair )
A long chat with Peter Bernstein ( Jason Zweig )
What would you have done in 2009? ( Common Sense )
On Aramco’s IPO ( Aswath Damodaran )
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Top Clicks on Alpha Ideas this week
Here are the most clicked items on Alpha Ideas this week :
The Alpha Ideas SME Channel ( You Tube )
Be lucky like Mota Bhai ( AI )
PMS : The Big get Bigger ( AI )
Adani as a kid ( AI )
Change of Guard ( AI )
Do you have what it takes to be a Rakesh Jhunjhunwala ( Multiplier777)
A job at any cost ( Mumbai Mirror )
Markets : Why 2019 is like 2013 ( Nooresh)
Why Value Investing sucks ( Institutional Investor )
What Sanjay Nayar of KKR learnt in 2019 ( AI )
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Weekend Mega Linkfest : 22 November, 2019
Some off beat reads for the weekend :
The Rope ( Captain Raghu Raman )
How our home delivery habit reshaped the world ( Guardian )
Shiv Sena’s last stand ( Open )
Ayodhya Verdict : Muslim Vs Muslim ( Q Faraz)
How Modi-Shah still win elections despite Anxiety Raj ( Rama Lakshmi )
How two interior designers took the fall for the Cali Cartel ( USA Today)
Tomato Crisis in Pakistan ( Naila Inayat )
Britain’s Meh Election ( Atlantic)
How Nepalese Gurkhas put down protests in Hong Kong in 1960’s ( SCMP )
Travelogue : Pushkar Camel Fair ( Team BHP )
I am Gangaram ( Telegraph )
Mithila art is having a feminist Renaissance ( Atlas Obscura )
Is reading over rated ? ( Manu Joseph )
Arwi – The Arab- Tamil language ( Madras Courier )
Vindaloo : The Curry of the Lads ( LHI )