Categories
Observations

Nothing works all the time

Source: Zero Hedge

Categories
Letters

Porinju’s Dear Investor Letter

Source: WhatsApp Forward

Categories
Links

Linkfest: 17 May, 2018

Some stuff I am reading today morning:

Did you ever think of an Ambani company going bankrupt? (ET)

Why I am angry about the Flipkart deal (Raghav Bahl)

India’s small businesses find credit in short supply (Reuters)

Argentina’s crisis sparks EM fears (CityWire)

The curious case of Hindustan Unilever (Calm Investor)

Time to buy smallcaps? (Nooresh)

Company Profile: Indian Terrain (OB)

Most quick Billionaires go bankrupt soon (Monika Halan)

Here’s when you know you are still not rich yet (FS)

Rules Vs Guidelines (Morgan Housel)

Categories
InvestorPresentations

HDFC Bank’s Super Subsidiaries

Delighted to see my unlisted babies shown on the Investor Deck of HDFC Bank

Categories
Tweets

Confusion