With hindsight , this was the perfect signal of the top in NBFCs
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When Sugar Met NBFC
Hat Tip: J Dewan
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Linkfest: 04 January, 2019
Some stuff I am reading today morning:
Bloodbath at Wall Street (Zero Hedge)
Ericsson seeks jail for Anil Ambani (ET)
Why the Jio juggernaut failed to boost Reliance shares (Mint)
8 Companies drop out of large cap list (BL)
Latest Post Office Small Savings Interest Rates (MII)
Key investing lessons from 2018 (MC)
Blame Trump’s drunken boxing style for stock market crash (Deal Breaker)
Discipline : A necessary condition for successful investing (Swedroe)
Taking advantage of hyperbolic discounting (Intrinsic Investing)
The best stock picker in Hong Kong (Bloomberg)
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Some Qs for Management
Some overrated questions to CEO/management:
What are the short-term catalysts?
What can you do next year?Some underrated questions to CEO/management:
Who are your role models?
When sh!t hits the fan, who do you turn to?
Which competitor do you respect the most?— Ian Cassel (@iancassel) December 27, 2018
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Story of India Small Cap in 2 Charts
