Source: Seth Klarman’s Letter to Investors
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The Poster Child for Return Free Risk
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Chandra Bhagat Pharma : No Return, Only Loan
Source: DRHP Filings of Chandra Bhagat Pharma Ltd
Amusing to see that a co going public has not filed its Income Tax Returns
Strange Coincidence that the issue size is the same as the size of their unsecured loans.
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Linkfest: 29 January, 2020
Some stuff I am reading today morning:
Wuhan virus spreads (SCMP)
Income Tax rules on LTCG likely to change (Mint)
How KKR India reached a debt end (OB)
How Nifty will change in the coming decade (Marcellus)
InvIT roadmap for NHAI (Mint)
Reliance wants to use plastics for road construction (Reuters)
Inside Tata Motors’ EV push (Forbes)
Stock Analysis: Fineotex Chemical Ltd (Dr Vijay Malik)
What long term investors can learn from traders (TRB)
Different kinds of easy (Morgan Housel)
Unusual , in the Indian cultural context, to see a son (Lalit Modi) oppose his own Mom (Bina Modi)
Source: Lalit Modi
Reminds me of the old Mehmood song:
Na Biwi Na Bachha Na Baap Bada Na Maiyan
The Whole Thing Is That Ke Bhaiya Sabse Bada Rupaiya