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Excerpts

Cost of Doing Business in India

Source: Outlook Business

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SME

RO Jewels: Young 2 in 1

Source: Exchange Filings of RO Jewels Ltd

Amusing to see the age and work experience of the MD & CFO

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Cartoon

One of those market days

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Links

Linkfest: 09 March, 2020

Some stuff I am reading today morning:

Oil plummets 30% as price war breaks out (CNBC)

Gulf Stock markets crash (Khaleej Times)

Credit & Funding markets are starting to crack (J P Morgan)

Yes Bank founder Rana Kapoor arrested (Rediff)

Yes Bank-DHFL nexus (TOI)

The birth, rise and fall of Yes Bank (Indradeep Khan)

Inside the house that Rana Kapoor built (Mint)

RBI move casts shadow on AT1 Bonds (BS)

How Buffett holds (Focused Compounding)

Don’t catch a falling knife (Michael Batnick)

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TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

The Valuation Disaster of SBI Cards (Anurag Singh)

On India’s retail credit boom (Malini Goyal)

Yes Bank: Bye, Bye Shareholders (Subramoney)

When the target is Re 1 (AI)

Buy, Sell or Hold ? (AI)

Hyper Growth or Growing Hype (AI)

The looming corporate debt crisis (BS)

Sheetal Cool: Catch Them Young (AI)

Don’t be a hero (Ramesh Damani)

Transcript of Prashant Jain’s Conference Call (DropBox)