Categories
Links

Linkfest: 11 January, 2019

Some stuff I am reading today morning:

Zerodha is now India’s largest broker (BQ)

JSW readies bid for IL&FS energy arm (FC)

Why Hyundai’s Chennai workers are up in arms (Rediff)

The inside story of SEBI crackdown on Dabba Trading (Mint)

Stock Talk: IEX (FE)

Scaling up a Business (Amit Jeswani)

Interview with Manishi Raychaudhuri (ET)

Slow it down (Mystic Wealth)

Investor Newsletter Q4 2018 from a top Macro fund (Crescat Capital)

Things I’m pretty sure about (Morgan Housel)

Categories
Humor

When your Portfolio is down by 30%

Categories
MegaTrends

Mega Trend: Share of NBFCs in System Credit

Source: JM Financial Research Report
Categories
Telecom

What Sector Consolidation Looks Like

Source: Investor Presentation of Bharti Infratel Ltd

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)