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Weekend Mega Linkfest: 29 November, 2019

Some off beat reads for the weekend:

The untold tale of armed Sukhois on 26/11 (Shiv Aroor)

On Anti-Semitism and Hate (Sacha Baron Cohen)

Can BJP do a Yediyurappa in Maharashtra? (Reuben Banerjee)

Pakistan Student Leader: Arooj Aurangzeb (Naila Inayat)

Fathima Latheef: Death on the Campus (Open)

The serial pet killer of Hong Kong (SCMP)

What it means to be French and Chinese (Guardian)

How America’s elites lost their grip (Anand Giridharadas)

Adam Sandler’s Ever Lasting Shtick (NY Times)

Drive: Meghalaya (Team BHP)

Tribute: Korea War Hero Lt. Col. Rangaraj (Op India)

Profile: Natural Icecreams’ Founder Raghunandan Kamath (Mint)

The Gara Saris of Parsis (LHI)

The Great Indian Education Con (Manu Joseph)

Why 536 was the worst year to be alive (Science Mag)

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Linkfest: 29 November, 2019

Some stuff I am reading today morning:

Reliance becomes first Indian co to hit 10 Lakh Crore market cap (Rediff)

Indian financial sector stuck in real estate quicksand (Asia Nikkei)

Sector Focus: Telecom (BS)

Startup Focus: Udaan (Forbes)

Inteview with Hiren Ved (Morningstar)

Presentation: Mega Trends & Leadership (Utpal Sheth)

There’s always a bear market somewhere (Fortune)

2 Investing Lessons I have yet to learn well (Mohnish Pabrai)

Secret Diary of Ravi Venkatesan (OB)

Cash Management in Startups (A VC)

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Linkfest : 27 November, 2019

Some stuff I am reading today morning :

Modi’s labour reform push ( ET )

RBI sounds warning on Mudra loans ( Mint )

Steel sector may face disruption ( BS )

Bearings collusion by SKF, Schaeffler, Tata Steel units ( Reuters )

Stock Talk : PSP Projects ( Value Hunter )

Reliance Naval : 1,000% jump in 11 weeks ( BT )

Prashant Jain’s ESOPs now worth 343 Cr ( MC)

True wealth is far more than just financial success ( Kaushal Majumdar )

Buffett’s blunder : Not investing in Microsoft ( AM )

No more Gurus ( Morgan Housel )

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Linkfest : 26 November, 2019

Some stuff I am reading today morning :

How Rana Kapoor made 20 Billion to loans of 60 Billion to Indiabulls Group ( OB )

Axis Bank, Stan Chart CEOs face NCLT heat ( ET )

Last nail in the capex coffin ( Mint )

Sector Watch : Real Estate stocks ( BS )

The great cost compression in financial services ( Naked Beta )

Does Value Investing work in India? ( Aarati Krishnan )

Bull Headed ( Humble Dollar )

Secret Diary of Y V Reddy (OB)

Making sense of the New Capitalists ( Haresh Chawla)

How Crypto Queen Ruja Ignatova scammed the world ( BBC )

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Linkfest : 25 November, 2019

Some stuff I am reading today morning :

How to safeguard yourself if you are a Karvy client ( BT)

BPCL asset valuer to submit report in 50 days ( ET)

My learnings after 9 years of full time investing ( Jatin Khemani )

The core of our manufacturing economy is staring at an abyss ( Sandipan Deb )

We are all Emerging Markets now ( Zev Abraham )

T- Series : The most watched You Tube Channel in the world ( Bloomberg )

A missing $250 Million in Crytpo ( Vanity Fair )

A long chat with Peter Bernstein ( Jason Zweig )

What would you have done in 2009? ( Common Sense )

On Aramco’s IPO ( Aswath Damodaran )