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Loud & Clear
Author: Raoji
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Front Running
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Linkfest: 15 July, 2019
Some stuff I am reading today morning:
Why DHFL fears it may not survive (BS)
India’s overseas debt plan is full of risks (Raghuram Rajan)
Dow Jones hits all time highs (CNBC)
NHAI plans Land Acquisition tax (ET)
Indigo Promoter fight worsens (Mint)
Stock Talk: Garden Reach Ship Builders (Value 2 Wealth)
India’s Chief Harakiri Officers (Varadharajan)
The new Wealth Managers (Subramoney)
The Investing Meta Game (Geoff Yamane)
Bank Nationalization- The Original Sin? (D N Ghosh)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet (AI)
Billion Dollar Mistake (AI)
Budget is a hogwash (Vijay Kedia)
Neelkanth Mishra: Where to hide (AI)
Balaji Amines: Bleak but Bullish (AI)
Tutorial Point: Adsense Nonsense (AI)
When Walmart got a $ 10 Billion Phone Pe Surprise (BS)
Investors confused with Mirae Asset AMC (The MF Guy)
The 5 Principles of good capital allocation (Michael Mauboussin)
How India’s middle class is saving Thai Tourism (BS)
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Weekend Mega Linkfest: 12 July, 2019
Some off beat reads for the weekend:
Iran is right (Slate)
State Capture in South Africa (Guardian)
African Americans & the Moon Landing (Smithsonian)
The Texas Town that bet on Bitcoin and lost (Wired)
A Cultural Survey of the Economy (Bibek Debroy)
The rise of Aaditya Thackeray (DailyO)
Is Arif Mohammed Khan BJP’s next Presidential nominee ? (DailyO)
Goa, Goan , Gone (Swarajya)
What to do if bitten by a snake (Better India)
My favourite smell (J Mathrubootham)
Notes on a Suicide (Rana Dasgupta)
Indulekha: A pioneering Malayalam novel (LHI)
The thwarted promise of 1857 (Manu Pillai)
The Goan ‘Susegad’ (BBC Travel)
Moscow Diary (Outlook)