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Upside Down World
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Buying the Bargain
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Linkfest: 05 August, 2019
Some stuff I am reading today morning:
Alpha Ideas 20 20 Presentation: DMCC (Rohit Balakrishnan)
Spandana Sphoorty IPO opens today (MC)
India tumbles out of $2 Trillion Market Cap Club (ET)
How a shadow banking crisis is hurting auto sector (BS)
SBI seeking divine intervention (Mint)
Notes from India Wealth Management Conference (Subramoney)
New growth model for Indian Pharma (OB)
Best tax free Bonds 2019 (Basu Nivesh)
Latest Memo: On the other hand (Howard Marks)
Munger and Icahn make oil investing easy (Advisor Perspective)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet – Thank You (AI)
Screwing shareholders: Uniply Edition (AI)
Who killed Siddhartha? (AI)
Not 2008 Yet (AI)
Smell the Coffee (AI)
Sun Pharma: Noblesse Oblige (AI)
Tejas Networks: Anchor Down (AI)
Outlast the Bastards (AI)
Equities: How long is the night? (Bala)
How to make 7x on your investment (Michael Burry)