Categories
Links

Linkfest: 10 January, 2019

Some stuff I am reading today morning:

Sun Pharma shenanigans (BQ)

Party may be over for Indian Equities (BS)

Why 2019 could be a make-or-break year for Sun Pharma (MC)

On IndusInd Bank Results (Mint)

Usha Martin: Jhawar Family Feud deepens (FC)

Credit Ratings of real estate developers (Investing Bites)

The Bezos Divorce (CNBC)

2018 was a Peltzman Effect in action (Dr C K Narayan)

Delusions (TRB)

The Mnuchin massacre (Macro Tourist)

Categories
Tweets

Is the Retail Investor getting tired?

Categories
InvestorLetters

What’s your Entry P/E ?

Source: 2Point2 Capital Investor Update Q3FY19
Categories
HedgeFunds

Innocence

Hat Tip: M Dua

Categories
Links

Linkfest : 09 January, 2019

Some stuff I am reading today morning:

Brexit crisis worsens (CNBC)

Pfizer to shut down Aurangabad, Chennai plants (MC)

Interview with Prashant Ruia (ET)

Banks propose $900 Million lifeline for Jet Airways (Mint)

Why HAL’s cash crunch worsened (BQ)

Uber India: Shifting Gears (Fortune)

The wrong debate (Irrelevant Investor)

The tortoise and the hare (A VC)

Steve Cohen’s Comeback (Deal Breaker)

2019 Headwinds are getting stronger (DR)