–From Anil Goel’s interview in the Book ‘Master Class with Super Investors’
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Linkfest: 10 December, 2018
Some stuff I am reading today morning:
Woes of the Essel Group (BQ)
FPIs pull out 400 Cr in just 5 sessions (Mint)
Huawei Crisis intensifies (Guardian)
Ned Davis: The Bear Market is here (CNBC)
Telcos in a liquidity crisis (FC)
Options Trader Pran Katariya (MC)
Notes from 2nd Value Investing Summit (S&L)
Market Cycles and your SIP (MF Guy)
Podcast: Wealth & Families (Howard Stevenson)
Thinking ahead to 2019 (A VC)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Yes Bank creates history (AI)
Raamdeo Agarwal: How I got a 100 Bagger (AI)
Radha Kishan Damani: The best time to invest (AI)
Book Review: Master Class with Super Investors (AI)
Amusing advice from Saurabh Mukherjea (AI)
Low P/Es …Markets knoweth why (AI)
Vijay Mallya’s Offer (AI)
Story over at Eicher Motors? (Mint)
Picture abhi baakhi hain (AI)
Random portfolio down 20%-40% (Nooresh)
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Weekend Mega Linkfest: 07 December, 2018
Some off beat reads for the weekend:
The friendship that made Google huge (New Yorker)
Interview with Imran Khan (Washington Post)
A sloppy hatchet job on Modinomics (Anantha Nageswaran)
On Maratha Reservations (Caravan)
Reconsidering the Jewish American Princess (Vox)
Riots in France (New Yorker)
Seoul-Tokyo brawl (ATimes)
The inspiring story of a Maharashtra Farmer (BI)
Babur, Baburnama & Babri (Madras Courier)
Learning to be properly married (Mint)
Naturally Stupid (Media Crooks)
Metallica’s Whiskey (Esquire)
Travelogue: Iran (Daily O)
Mumbai Notebook (Anil Dharker)
Remembering George H W Bush (Mikhail Gorbachev)
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HFCs : Unviable Business?
Source: Ambit Research Report
