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A Few Major Opportunities
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Chart:FMCG Nose Bleed P/E Ratios
Source: MoneyControl
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Chart:India Inflation
Source:FT
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Linkfest: May 30,2016
Some stuff I am reading today morning:
How many banks are swimming naked? (Tamal)
Curious case of VRL Logistics (Money Control)
Akash Prakash on investing (OB)
Interview with Raamdeo Agarwal (ET)
7 Indian Companies with king sized growth & returns (Forbes)
12 things I learned from Louis CK about money (25IQ)
7 reasons why investing/trading is the best pasttime in the world (SC)
How much of a drawdown are you willing to endure? (MF)
How do the rich invest? (FS)
On Investing FOMO (Fear of Missing Out) (IA)
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Weekend Mega Linkfest: May 27,2016
Some off beat reads for the weekend:
Indian Arms Dealers:The Defence Dynasty (Open)
The Go-To App for any medical emergency (BI)
Something’s cooking in India’s Apple business (Charles)
Dawood Ibrahim: Catch me if you can (DailyO)
Have you ever tried to sell a diamond? (Atlantic)
How we chose Nike (Phil Knight)
The great Swiss Bank heist (New Yorker)
Sunk: A legendary movie fiasco (Atavist)
The disgraced famous Ethics Professor (BuzzFeed)
Auto Review:Honda BR-V (Team BHP)
From the Mughal Court to Jawaharlal Nehru (Quint)
Amitabh Bachchan-The great survivor of Indian Politics (HP)
Rohan Murthy: Cultural Capitalist (Open)
The curious studio rituals of India’s artists (GQ)
On Marathi Movie Sairat (Jai Arjun)