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Linkfest: 08 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: Deepak Nitrite (Rikeen Dalal)

Repo rate at 9 year low (BS)

Affle India to list today (MC)

Mahindra SOS to Govt (Mint)

New IBC amendments come under SC scanner (ET)

Indigo fight worsens (FE)

Gold surges over $ 1500 (CNBC)

On the Asset Management Business (Subramoney)

An idiot could diversify a portfolio (Charlie Munger)

Reserves (A VC)

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Tweets

Look at the bright side

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Cartoon

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Links

Linkfest: 07 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20-20 Presentation: Tata Steel (Sanjeev Pandiya)

All eyes on RBI today (Mint)

Interview with Raamdeo Agrawal (ET)

Turbulence at Indigo (FE)

Jewellers return to unorganised sector (BS)

1 Crore reward for informers of insider trading (Rediff)

Stock Analysis: Cyient Ltd (Dr Vijay Malik)

Why investing is much like reporting (Warren Buffett)

Profiting from random strategies (Climateer Investing)

What kind of imbecile is buying/selling on sell side recommendations? (TRB)

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Tweets

Mr. Macro

Source: Jawad Mian