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Linkfest: 06 July, 2018
Some stuff I am reading today morning:
Mukesh Ambani’s plans to double the size of RIL (BS)
Iran threatens to shut down the Strait of Hormuz (CNBC)
What I learnt in my investing journey (Rakesh Jhunjhunwala)
Monsoon and it’s thoughts on investing (Safir Anand)
Property Review: Godrej Elements Hinjewadi (Ravi)
2018, the year real estate died (Mint)
Can Netflix beat Bollywood? (ET)
Red Bull in India (Forbes)
Immeasurably Important (Mogan Housel)
Vijay Kedia’s Song (You Tube)
Source: Investor Presentation of Dilip Buildcon Ltd
Dilip Buildcon has sold 24 road assets for 1,600 Crores to the Shrem Group whose investing prowess is illustrated below:
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Chart: EMs Steady Fall
Source: Jeroen Blokland
Source: Quint
