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Interview

Michael Steinhardt on Contrarian Investing

Source : Samit Vartak

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Links

Linkfest: 20 January, 2020

Some stuff I am reading today morning:

Vodafone Idea’s troubles cast shadow on MF schemes (BS)

Commerce Ministry is going after your booze (Mint)

Trader Profile: Jai Bala (MC)

Tax blow for Indian arms of MNCs (ET)

How Bira 91 became a rural play (Forbes)

Amazon wants to turn your hand into a credit card (CNBC)

The Art of Holding On (Phil Fisher)

Rich people live longer and healthier (NYTimes)

The 300 secrets to high stock market returns (Chicago Booth)

Secret Diary of P C Musthafa (OB)

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TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Pre IPO: Studds Accessories (AI)

A startup is cashing on India’s $1 Trillion gold stash (Bloomberg)

2020’s top 10 trends (Ruchir Sharma)

Indian Smallcaps- Rogue Motel or Golden Opportunity (Sonaal Kohli)

Algos are changing India’s stock markets (Deepak Shenoy)

Yes Bank: Janhit Mein Jaari (AI)

Over regulation is killing industry (Rajiv Bajaj)

And they all fall down (AI)

What India’s bond markets fear (Mint)

India Vs Malaysia (BS)

Categories
Links

Weekend Mega Linkfest: 17 January, 2020

Some off beat reads for the weekend:

A story about a Hindu Bengali refugee (Arunudoy)

Hindutva is Hinduism that resists (DNA)

Why foes of BJP may be right this time (Manu Joseph)

The Big Scandal of Indology (Subhash Kak)

Your life is driven by Network Effects (James Currier)

How fitness app Stava became a religion (Guardian)

The empty seat on a crowded Japanese train (Japan Times)

The Middle Eastern problem Soleimani figured out (Hassan Hassan)

What does Mohammed Bin Zayed want? (NY Times)

Confessions of Tipu Sultan (My India)

Ayub the first (Dawn)

Conversation with Mohammed Hanif (SCMP)

The Commissioner who left Bombay bankrupt (Mid Day)

19th Century American Slave Sale & Auction Ads (Mind Circle)

The Indian Food Thali (Vandana Jayrajan)

Categories
Excerpts

Peter Bernstein on Memory Banks