Categories
Interview

Naren on PSUs

Source: Interview with Economic Times
Categories
Tweets

Indian Courtroom Tales

Tale One:

Tale Two:

Categories
MegaTrends

Mega Trend: GCCs in India

Source: DRHP Filings of Embassy Office Parks REIT

Global Capability Centres (GCCs) are large captive operations set up by multi-nationals

Categories
Links

Linkfest: 14 March, 2019

Some stuff I am reading today morning:

Zee may sell 20% stake to Sony for 13,000 Cr (Mint)

The mystery at Sterling Biotech (BT)

Sector Watch: Aviation (MC)

Stock Analysis: Gandhi Special Tubes (Dr Vijay Malik)

Interview with Porinju Veliyath (ET)

Strong Early Returns Vs Strong Late Returns (Stable Investor)

When to use EV/EBITDA instead of P/E ratio (BS)

Counter intuitive Competitive Advantages (Morgan Housel)

Monsters of Investing: Fast & Slow Failure (Think New Found)

Market, Team, Product (A VC)

Categories
Observations

BSNL,MTNL Ka FML