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Excerpts

A Case for selling MFIs/SFBs

Hat Tip: Safir

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Opportunities for NBFCs

Source: HDB Financial Services Ltd Annual Report 2016-17

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High Beta Vs High Alpha

Hat Tip: Samrat Dasgupta

Source: Sage One Investments

 

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The Multibagger that got away

Source: Jagadees

Swanand Kelkar of Morgan Stanley narrates how they lost out on Bajaj Finance

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Excerpts

The Co-Founder of DMart who could have been a Billionaire

Read the complete interview here