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Quotes

What was that again?

“Indonesia looks like it has hit the sweet spot, whereas India is nursing a headache from its latest boom,” says Frederic Neumann, Co-Head of Asian Economic Research at HSBC in an article titles “Will Indonesia replace India in the BRICs?”

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Guru Speak

“In many instances, value investing proves fundamentally uncomfortable, as the most attractive opportunities frequently lurk in unattractive or even frightening places.”-David Swensen in his book Pioneering Portfolio Management

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Quotes

What was that again?

“We’re headed into another summer on Wall Street and, like opening up a giant box of German pornography, you just know we’re in for a shitshow.”-Josh Brown wrote in The Reformed Broker

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Quotes

What was that again?

“The most successful investors are defined by their actions in a bear market, not a bull market.” -Lauren C. Templeton & Scott Phillips, “Investing the Templeton Way”

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Quotes

Linkfest:May 14, 2012

Some stuff I am reading today morning:

How Birla convinced Biyani to sell Pantaloon (ET)

Vijay Mallya:Habitually broke? (SuchetaDalal)

The fall of Niranjan Hiranandani? (Open)

Praful Patel and the fall of Air India (Caravan)

How to lose 1 Billion $ in 46 minutes (WSJ)

Chinese agents plotting to kill me:Dalai Lama (DNA)

36 Hours in Hyderabad (Nytimes)