Categories
Links

Linkfest: 12 December, 2017

Some stuff I am reading today morning:

Life Insurance set to emerge as a dominant industry (Quint)

Kurlon up for sale (ET)

Is Unitech too big to fail? (Mint)

Why Air India could remain with an Indian owner (BS)

Presentation: KNR Constructions (Niteen Dharmawat)

Adani Enterprises: Renewable Energy Demerger (M&A Critique)

20 Trillion $ Mistake (Macro Tourist)

How to tap profits from this strange chart (DR)

Taleb: Don’t short Bitcoin (Times)

When you’re arguing, you’re wasting time (TRB)

Categories
Excerpts

Culture eats strategy for breakfast

Hat Tip: Ian Cassel

Categories
Excerpts

3i Infotech: Company Ek, Focus Anek

Company appears to have a spray and pray approach

With the impetus to expand the impact of our product portfolio, we are focusing on disruptive technologies, such as – IoT, Blockchain, SMAC, Robotics, AI, Machine Learning, Telematics & Cybersecurity to facilitate expansion of market reach of our customers said Padmanabhan Iyer, Managing Director & Global CEO, 3i Infotech

Categories
Chart Sellside Research

Baba Ramdev’s Vanvaas from Conference Calls

Hat Tip: Mangalam Maloo

Source: Spark Capital

Categories
Links

Linkfest: December 11, 2017

Some stuff I am reading today morning:

16 Stock Recommendations for 2018 (RJ)

Realty Firms struggle with record 99,000 Crore inventory (BS)

How Devendra Shah built a 2000 Crore Dairy Giant (MC)

Requiem of the infra heroes of yesteryear (Mint)

Maruti Suzuki overtakes SBI in market cap (Prasanna)

2018 will be the Pune flat buyers market (Ravi)

The market shock nobody is ready for (TRB)

How to buy the next great tech IPO (DR)

Momentum and Market Anomalies (Larry Swedroe)

Crypto Assets: Proceed with caution (A VC)