Some stuff I am reading today morning:
SFIO wants DCB Bank License cancelled (BL)
Reliance to enter eCommerce in a big way (YS)
A Jet-Etihad deal won’t comfort many investors (ET)
SEBI turns down L&T’s buyback (BS)
FPI outflow crosses Rs. 4,000 Cr in Jan (FC)
FISH method of saving money (8020Investor)
2018 Results Memo to Investors (Mohnish Pabrai)
Jan 2019 Letter to Investors (Sage One)
Caveat Investor (Cliff Asness)
Warren Buffett & Charlie Munger: Diversification (You Tube)
Here are the most clicked items on Alpha Ideas This Week:
Rain Industries: Bad news keeps pouring in (AI)
Income Tax Relief on the way (FC)
Olectra Greentech: Only one share (AI)
J&K Bank: Future Profit > Current Market Cap? (AI)
The most common SIP mistake (Dhirendra Kumar)
ICICI Securities: How to lose a winning game (MC)
#10 Year Challenge (AI)
Reliance: The Baap of India Retail (AI)
Modi’s cash transfer plan (FE)
Charlie Munger on Gold (AM)
Some off beat reads for the weekend:
The malign incompetence of the British Ruling Class (Pankaj Mishra)
Is the age of tech over? (Atlantic)
Have aliens found us? (New Yorker)
How a deluge of money nearly broke the Premier League (Guardian)
The Rafale Deal Explained (Nitin Gupta)
The Ugly Indian Tourist (Open)
How Hindu Dieties are deified in Japan (Madras Courier)
Western mercenaries ready for Syria (ATimes)
The surprising story of Hubert Julian (Guernica)
Good riddance to Shah Faesal (DailyO)
Legacy of Muslim Rule in India (Pragyta)
Travelogue: Gokarna (Team BHP)
The first reservations in India (Live History)
Who is coming for Lit Fest? (J Mathrubootham)
The best actors for iconic characters (Vir Sanghvi)
