Categories
Sellside Research

Edelweiss: Saying it like it is

Hat Tip: S Jain

Source: Edelweiss Research Report

Categories
Exchange Filings

CESC Ventures: Not Yumm

Shocking to see degrowth in the FMCG business….especially since the Promoter went around town talking about double digit growth.

Source: Exchange Filings of CESC Ventures Ltd

Categories
Excerpts

Why Mohnish Pabrai doesn’t like the Insurance Industry

Hat Tip: Ashish Kila

Categories
Links

Linkfest: 11 February, 2019

Some stuff I am reading today morning:

DP World to launch hyperloop in India (CNBC)

Reliance Power Vs Edelweiss (BS)

SEBI role in Promoter Financing,MF jumble (Mint)

On Tata Motors (Dr C K Narayan)

Investor Profile: Rajiv Khanna (ET)

Lessons for investors from Zee stock crash (Rediff)

Don’t overthink your investments (Humble Dollar)

Applying the Konmari method to your financial life (Simple Dollar)

Next Disruption: Uber Freight (BI)

How the Times-Sotheby Index transformed the Art Market (Hyper Allergic)

Categories
Links

Weekend Mega Linkfest: 08 February, 2019

Some off beat reads for the weekend:

Another Kremlin Assassination (NY Times)

Modi regains momentum (Swapan Dasgupta)

The fight for Bengal (Outlook)

A Dangerous Sociopath (Media Crooks)

Inside Peru’s most dangerous prisons (Guernica)

The Pencil Towers of New York’s super rich (Guardian)

Gold Fever – An opportunity for China (ATimes)

On America’s obsession with Hindu spirituality (Quartz)

Road Trip: Ride to Dholavira (Team BHP)

BJP Josh in Bengal (Gossip Guru)

From UP Village to Oxford to IPS (BI)

Meet Bihar’s Super Cop: Amit Lodha (BI)

Is there any reward for good people? (J Mathrubootham)

The fable of the Vessantara Jataka (Madras Courier)

The Nizam’s Jewels (LHI)