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Small Caps right now
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IL&FS: The Tide Turns
Source: Exchange Filings of IL&FS Transportation Networks Ltd
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Linkfest: 03 October, 2018
Some stuff I am reading today morning:
All eyes on RBI (Mint)
Oil shock has already started in the Emerging Markets (BQ)
PSU IPOs get cold shoulder from investors (ET)
Airbnb in India (Fortune)
Amul’s focus on dark chocolates (BS)
On midcap and smallcap returns (80-20 Investor)
Is it time to buy? (Deepak Shenoy)
Exception to the rule (Of Dollars & Data)
The start of the loonie Bull Run? (Macro Tourist)
How to beat the Index (John Rogers)
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The First Ad of M&M
Source: Anand Mahindra
This remarkable ad was published on 8th November 1945.
Note that it does not talk about any products or services…only about the Company’s Values and Principles.
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Linkfest: 02 October, 2018
Some stuff I am reading today morning:
Govt takes control of IL&FS (Mint)
Why no oil price cut is Modi’s smart move (ET)
RBI cracks the whip on private Banks (BQ)
Smallcap Index Cycles (Nooresh)
Interview with Udayan Mukherjee (MC)
Company Profile: Avenue Supermarts (Forbes)
The Interview with Howard Marks (Tim Ferris)
GE’s $500 Billion Market Wipeout (BQ)
Trump calls India “Tariff King” (CNBC)
How Indian Americans came to run half of America’s motels (NatGeo)