Amusing Excerpt from the 2016 Annual Report of Cochin Shipyard Ltd.
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Linkfest: September 14,2017
Some stuff I am reading today morning:
SBI Life: India’s first Billion $ IPO in 7 years (ET)
Indian Economy: That 2002 Feeling (Mint)
Stock Talk: Ganesh Benzo (Varadha)
My investment rules (Subramoney)
Discounting Hope (Rohit Chauhan)
Jamie Dimon: Bitcoin is a fraud (CNBC)
Jagdeep Bacher: The man in charge of UCal’s $110 Billion Fund (BB)
The existential Value Investor (Market Fox)
In private equity, illiquidity is a feature, not a bug (AR)
Julian Robertson: There’s a bubble (Zero Hedge)
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Sign at Venky’s AGM
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Chart: Nifty EPS Growth
Source: CLSA Research
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Why the market is overvalued
"The market is overvalued so I'm in cash."
Or do you think the market is overvalued *because* you're in cash?
— Morgan Housel (@morganhousel) September 12, 2017