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Some stuff I am reading today morning:
How REITs are bringing hope to realty sector (ET)
India’s new power capacity falls to two decade low (FE)
The ‘Das Put’ (Mint)
Aarti Drugs Buyback (MC)
How India’s crony capitalist edifice is creaking (BS)
Value Investing- The Indian Challenge (Saurabh Mukherjea)
Stock Analysis: VIP Industries (VIM)
Inside the Kingdee Bubble (David Webb)
Buying is easy, Selling is hard (Bloomberg)
In Defense of Complexity (Phil Huber)
The Book ‘Rise & Kill First’ is written by Ronen Bergman, who is the world’s foremost authority on Israeli Intelligence.
The title of the Book come from the Talmud which says “If someone comes to kill you, rise up and kill him first.”
The State of Israel heeds this counsel very seriously and hence has a policy of assassination even before it was formed.
The Book covers in meticulous detail the various assassinations or operations carried out by Israel over the years and makes for fascinating reading.
Some takeaways I found interesting:
I found the Book to be a great read and yet after reading the Book, I felt a bit sad.
The reason is that the very success of Israeli intelligence in killing its enemies ensures that there will be no political settlement in the region and hence no peace
I would strongly recommend this Book to those interested in Israel and Military Affairs.
Here are the most clicked items on Alpha Ideas this week:
60 Stocks that should be on your watch list (Jatin Khemani)
Mindtree: Emotional Atyachar (AI)
Viaan Industries: M&A Masterstroke (AI)
Interview with Basant Maheshwari (Morningstar)
How the Nair Family lost Leela (MC)
Reliance Retail: 3x DMart (AI)
Class Act (AI)
Big is Better (Stallion Asset)
Investing Strategies of Millionaires (Subramoney)
One Reason why people fail at investing (AI)