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Links

Weekend Mega Linkfest: 15 June, 2018

Some off beat reads for the weekend:

How Russia won the World Cup (Guardian)

The greatest World Cup goals (Mint)

A Company built on a bluff (NYMag)

How much money do car dealers make in India? (TeamBHP)

Kamal Haasan: The Kejriwal of Tamil Nadu (Swarajya)

Bairam Khans of Congress (Jawed Naqui)

Tiger Selfies (SCMP)

The dangers of envying ‘perfect lives’ (Time)

The loneliness epidemic in urban India (Open)

Gone but not Deleted (Boston Mag)

Albert Einstein’s travel diaries (HP)

A tribute to Anthony Bourdain (Nat Geo)

The monotony of Eid (Arre)

Move over Cricket (J Mathrubootham)

Football Diary (Outlook)

Categories
SME

Ganesh Films: An IPO or a Joke?

Source: DRHP Filings of Ganesh Films India Ltd

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Annual Reports MegaTrends

Uday Kotak : Three Mega Trends

Source: FY2017-18 Annual Report of Kotak Mahindra Bank

Categories
Links

Linkfest: 15 June, 2018

Some stuff I am reading today morning:

Sector: Hotel Stocks (MC)

Emerging Markets lose favour (Mint)

NSE to list this year (BL)

Carlsberg should pour that IPO now (Quint)

Secret Diary of Deep Kalra (OB)

End of the road for MobiKwik? (ET)

The business of the FIFA World Cup (CNBC)

What lunch with Buffett taught me (Guy Spier)

Your risk tolerance is an illusion (Financial Samurai)

Repeating themes (Morgan Housel)

Categories
Observations

CLSA : Uncanny Coincidence

Source: CLSA research report on ICICI Securities

Now the coincidence

CLSA was the lead manager for the ICICI Securities IPO which was issued at 520 Rs/share !