Categories
Links

Linkfest: 16 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: GE Power (Jatin Khemani)

$38 Billion fraud at GE (BBC)

Inner Wear sales reveals a slowdown (ET)

Central Govt looking to discipline discoms (Mint)

Interview with Radhika Gupta (Morningstar)

Customers defer old gold sales (Rediff)

Buffett’s views on media businesses (Dhruv Pandey)

The seduction of above average (Nick Maggiulli)

Bonds are frickin’ expensive (Cliff Asness)

The best metric in investing is… (AM)

Categories
Cartoon

Hard Landing

Categories
Exchange Filings

CESC Ventures: Not Yumm

Hat Tip: Varadha

Source: Exchange Filings of CESC Ventures Ltd

Interesting to see losses exceed revenues and a downward momentum in FMCG sales despite bullish talk by the Promoter
Categories
Links

Linkfest: 14 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20-20 Presentation: Indigrid (Sunil Shah)

15 ways to define India’s slowdown (Mint)

Reliance Capital to file 10,000 Cr defamation suit againg PWC (ET)

Interview with Rakesh Jhunjhunwala (MC)

Why Mukesh Ambani’s actions could be bad for the economy (BS)

Sale of residential properties hit (Rediff)

Govt moving on 7th Pay Commission (BT)

Death of Equities: 40th Anniversary (Barry)

The Investor’s Misery Index (Warren Buffett)

Innovation is guts plus generosity (Seth Godin)

Categories
Quotes

Why most IITians & Doctors fail at investing