Source: Axis Capital
Source: Axis Capital
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Natural Vs Artifical
Hat Tip: Haresh Nagpal
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Linkfest: June 12, 2017
Some stuff I am reading today morning:
Why India’s bad loan problem is really bad (Tamal)
IPO Review: Tejas Networks (SP Tulsian)
Time for the great PSU sell off has arrived (ET)
IPO listing time may be cut to 4 days (Mint)
Modi Govt boosts road building to 30 km/day (FE)
Jewelers to suffer GST pain (BS)
The sorry plight of the unprotected small investor (BL)
Differentiating business performance from stock performance (MC)
Technology is the new Macro (TRB)
No way out (Seth Godin)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked on items this week on Alpha Ideas :
Notes from the Sohn India Conference (AI)
Gurumurthy’s reply regarding NDTV-Chidambaram scam (AI)
Top 5 Holdings from Amansa (AI)
Ajay Piramal nails it (AI)
Anilbhai to list ADAG’s jewel (AI)
Portfolio of Mohnish Pabrai in India (AI)
80-90% of developers will shut down (Rediff)
The great Indian hope trick (Mobis)
Mumbai property prices plunge upto 40% (FE)
A case for selling MFIs/SFBs (AI)
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Weekend Mega Linkfest: June 09, 2017
Some off beat reads for the weekend:
Rise of the Machines-who is IOT good for? (Guardian)
Hung Parliament in UK (New Statesman)
The bounty hunter of Wall Street (NYTimes)
The revenge of James Comey (New Yorker)
The rags to riches story of Kapil Sharma (YS)
Raghuram Rajan has the last laugh (Swarajya)
No one has ever made a corruption machine like this (BW)
Future of Indian Muslim Politics (Caravan)
Congress anarchy plan (Media Crooks)
The Legacy of Meesey Thimmaiah (BI)
7 Pakistani Startups (Dawn)
Coorg Diary (Outlook)
Travelogue: Exploring Alaska (TeamBHP)
Gossip: Amitabh’s ambition (Gossip Guru)
10 Best Hotel Restaurants in India (NatGeo)