Here are the most clicked items on Alpha Ideas this week:
The Valuation Disaster of SBI Cards (Anurag Singh)
On India’s retail credit boom (Malini Goyal)
Yes Bank: Bye, Bye Shareholders (Subramoney)
When the target is Re 1 (AI)
Buy, Sell or Hold ? (AI)
Hyper Growth or Growing Hype (AI)
The looming corporate debt crisis (BS)
Sheetal Cool: Catch Them Young (AI)
Don’t be a hero (Ramesh Damani)
Transcript of Prashant Jain’s Conference Call (DropBox)
Some off beat reads for the weekend:
You’re likely to get the Coronavirus (Atlantic)
CAA is necessary (Harish Salve)
Naveen Patnaik’s unbeaten run (Outlook)
What Rashmi Thackeray means for Shiv Sena (DailyO)
WeWork: Eat, Pray, Spend (Bustle)
Putin saves Erdogan from himself (ATimes)
The People of Las Vegas (Believe)
The rise & fall of Greece’s neo-Nazis (Guardian)
The end of Egyptian Cotton (New Yorker)
How 4 Christian votes made Pakistan possible (Friday Times)
40+, Single & Loving it (Mint)
Married life means what? (J Mathrubootham)
Dorabji Tata: Going for Olympic Gold (LHI)
Travelogue: Bhutan (Team BHP)
Cairo Diary (Open)
Hat Tip: A Damani
Source: Exchange Filings of Sheetal Cool Products Ltd
Amusing to see that the CFO of the co is not even 22 years old
Some stuff I am reading today morning :
Yes Bank placed under Moratorium ( RBI )
Yes Bank : Bye, Bye Shareholders ( Subramoney )
PSU Banks share swap ratios announced ( BS )
EPFO cuts interest rate to 8.5% ( FE )
SBI Cards IPO heavily oversubscribed ( MC )
US Rates are headed towards zero ( Gundlach )
Why is the gap between large and small cos growing ? ( Larry Swedroe)
On perspective in the markets ( Albert Bridge )
Coronavirus decimates the airline industry ( NYTimes)
Gold is a Chameleon ( Daily Reckoning )