Source: Stefan Gasic
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Learning Investing from an Academic
Source: Stefan Gasic
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Chart: Enter the Dragon
Source: CIMB Report on inclusion of China ‘A’ shares in MSCI Indices
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Linkfest: 07 May, 2018
Some stuff I am reading today morning:
Notes from 2018 Berkshire Hathway Annual Meeting (Adam Blum)
Xioami’s Manu Jain is set to make a fortune (ET)
Why banking in India will become a costly affair (Tamal)
FPI outflows hits 16 month high in April (BL)
The curious case of India’s beta (Ridham Desai)
PMO steps into ICICI Bank controversy (Rediff)
Tools for fundamental analysis in India (Calm Investor)
Interesting time for gold (Macro Tourist)
Solve the problem (Get Rich Slowly)
How about later (Humble Dollar)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas This Week:
The nefarious world of C Sivasankaran (Rediff)
Top 10 profitable industries in India (Calm Investor)
India Steel: Industry Analysis (AI)
Portfolio of Kanchan Sunil Singhania (AI)
Why MRF is Indian Stock Market’s peacock tail (MoneyLife)
India’s next 8 unicorns (Mint)
Frustrated flat owners after taking possession (Ravi)
What I learnt from Raamdeo Agrawal (AI)
Interview with Raamdeo Agrawal (ET)
E2E Networks: Furniture Cost > Building Cost (AI)
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Weekend Mega Linkfest: 04 May, 2018
Some off beat reads for the weekend:
The gambler who made Billions on the horse races (Bloomberg)
How Ferrero Rocher became a status symbol for immigrant families (Thrillist)
On Facebook’s struggles to contain Hate speech (SCMP)
The ‘Strongman Era’ is here (Ian Bremmer)
The extra ordinary Sukumar Sen (BI)
Murder at the Alcatraz (Atavist)
The mystery of the Killer Vacation (GQ)
The Iran deal is absurd (Atlantic)
The rise of Russia’s neo-Nazi hooligans (Guardian)
An assassination in Malaysia (ATimes)
Spoof: N Korea & S Korea team up to invade Italy (Onion)
What do you know about tragedy? (J Mathrubootham)
Indian Summer as a traveller’s tale (Open)
Reviving the art of watch making in Bengaluru (Qz)
Surat’s forgotten cemeteries (Wire)