I try to make it a habit every morning to look for silver linings & +ve news.This shows how dramatically the monsoon deficit has been wiped out & is now solidly in surplus.This, plus relatively low oil prices could give our economy the push it needs to move back to a higher gear. pic.twitter.com/On6iWiH99w
— anand mahindra (@anandmahindra) September 10, 2019
One Year Back:
Now:
Some stuff I am reading today morning:
The 70,000 Cr ticking time bomb (ET)
The Mutual Fund Business is booming (BS)
Paytm’s losses exceeds revenues (Mint)
IndiGo pips Air India on international routes (Rediff)
On Dividend Stocks (OB)
Pharma cos cheer good monsoon (MC)
Why positive cashflow matters (A VC)
You better love this (Morgan Housel)
Do Ben Graham’s Net-Nets still work? (Alpha Architect)
3 Secrets to Value Investing (Seth Klarman)
Source: Annual Report 2018-19 of Lasa Super Generics Ltd
The Default that wasn’t:
The Default that was:
Some stuff I am reading today morning:
FPIs keep selling (BS)
WestBridge invests in Vini cosmetics (ET)
Healthy gains for Indian pharma cos (Mint)
Notes from Hatsun Agro AGM (Anand Mohan)
Whatever happened to Six Sigma? (Oliver Staley)
Fake branded gold bars roiling gold market (Reuters)
Let’s watch Softbank’s Venture Capital plunge (Capitalist Exploits)
The hedge fund that wasn’t (Institutional Investor)
Life Lessons from Keshub Mahindra (Wharton)
What I learnt from losing $ 200 Million (Bob Henderson)