Source: Cundill Capital
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Bill Miller on How to pitch a Stock
Source: Cundill Capital
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Linkfest: 13 October, 2021
Some stuff I am reading today morning:
TPG invests in Tata Motors EV PVe business at $9.1 Billion Val (BSE)
Mobikwik enters Unicorn Club (BT)
RBI gives Small Finance Bank license to BharatPe (MC)
RBI bans Haribhakti & Co for 2 years ( Rediff )
MarketCap without HumanCap? (2Point2Capital)
How to deal with abrupt ownership change? (Anand Sridharan)
PayTM’s coming of age IPO (Aswath Damodaran)
I collect cashflows (TRB)
The imminent collapse of digital advertising (Scott Galloway)
China changing its stance on climate goals (Javier Blas)
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Sentiment Check : 71% Bearish
Hat Tip : TS
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Ruthless Buffett
Source : Nomad Capital
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Linkfest: 12 October, 2021
Some stuff I am reading today morning:
Nifty hits 18K (Rediff)
Oil hits 7 year highs (BS)
Open Letter of Invesco to Zee shareholders (MC)
Power Crisis: Is India headed for a “Blackout”? (BT)
Ahmedabad Consumer wins refund case against Club Mahindra (AM)
Comparison of Forging Cos (Devesh Kayal)
Interview with Chamath Palihapitiya (Barry Ritholtz)
Invest like a ‘dumb mule’ (Peter Lynch)
The Great Crypto Crackdown (DR)
Perception (Craig Shapiro)