On reading the DRHP
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Here are the most clicked items on Alpha Ideas this week:
Shout Out: Ravi Dharamshi on Small Finance Banks (AI)
How much did Flipkart investors make? (AI)
Bonanza for Equity Investors ahead (Kenneth Andrade)
N Chandra has a money making idea for you (AI)
Fundamental Analysis Tools for investors in India (Calm Investor)
Banks & their NPAs (AI)
When you call your own CEO a criminal (AI)
Notes from 2018 Berkshire Hathaway Annual Meet (Adam Blum)
What I learnt from Kotak Select Plus (MFCritic)
Smallcaps can be brutal (Nooresh)
Some off beat reads for the weekend:
How to make a fortune in the art market (SCMP)
The battle between Israel and Iran (Atlantic)
The price of getting inside Trump’s head (New Yorker)
Prison riot in Indonesia (ATimes)
A rebuttal to Dr. Manmohan Singh (Swarajya)
Fear and loathing in Aligarh (Open)
Violent Fridays (Media Crooks)
How Sudha Murthy travels (Nat Geo)
Manto- The chronicler of suffering (Dawn)
Why I pray despite being an atheist (Damian D’Souza)
Mathrubootham in Singapore (J Mathrubootham)
Bespoke shoes by Yohei Fukuda (Mint)
Do Bollywood stars pay for their wedding wear? (FS)
The best Netflix original movies (NYMag)
In Photos: The Bike Share oversupply in China (Atlantic)
Some stuff I am reading today morning:
Fortis Board selects Hero-Dabur (ET)
The coming battle royal in e-Commerce (Haresh Chawla)
Oil at 100$ ? (Mint)
Bad loans at 6 private banks cross 1L Crores (Quint)
OTT disruption in the Indian media sector (2Point2Capital)
Why India is a prime destination for PE investors (Rediff)
What I learnt form Kotak Select Focus (MF Critic)
How Pony Ma became the richest man in China (CNBC)
Putting a value on a story (Seth Godin)
Just stick to your strategy (Tom Tunguz)