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Links

Linkfest: 18 September, 2019

Some stuff I am reading today morning:

Govt mulling fourth booster dose for economy (Mint)

Saudi Oil output to recover in 2/3 weeks (Reuters)

DHFL’s debt resolution plan hits roadblock (ET)

On Hawkins Cookers FD Scheme (FE)

PI Industries turned 1L to 82L in 10 years (BT)

India Inc: Plastic ban can be an ‘Existential Issue’ (BS)

How the plastic bottle went from miracle container to hated garbage (NatGeo)

No need to have a Swiss Army Knife approach to investing (Mohnish Pabrai)

One simple trick to make you invest better (Morningstar)

Hair on a deal (A VC)

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Tweets

It’s different

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Tweets

Darkest Before Dawn

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Cement Chart

Chart: India Cement

Source: Credit Suisse Research Report
Categories
Links

Linkfest: 17 September, 2019

Some stuff I am reading today morning:

A $45 Billion Bet on Modi’s India is rapidly unraveling (Bloomberg)

On Wealth Destroyers (ET)

Why has Equitas holdings taken a knock? (BL)

India Microfinance sector to double in size (Muhammad Yunus)

How Bhushan Steel Promoters siphoned off funds (BT)

Don’t give away your crude gamma (Macro Tourist)

How do ignorant traders succeed? (Nassim Taleb)

The relationship with the Customer (Seth Godin)

What’s more important? Wealth or Income? (Marc Litchenfeld)

Immutable truths and arguing fools (Morgan Housel)