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Friday, 15 September 2017
Weekly Reading - Some interesting stuff
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Ray Dalio's principles, before his book launch https://www.nytimes.com/2017/09/08/business/dealbook/bridgewaters-ray-dalio-spreads-h...
Friday, 8 September 2017
Weekly Reading: Some interesting stuff
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What provides the edge - deep research or insights derived from thinking over multiple subjective arguments? https://www.valuewalk.com...
1 comment:
Saturday, 2 September 2017
Weekly Reading: Some interesting stuff
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Media needs a champion who can take on the government without fear https://qz.com/1065403/in-india-its-the-media-and-not-e-commerce-th...
Friday, 18 August 2017
Himadri Chemicals - A play on Li-Ion Battery
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Himadri is a Kolkata based company mainly focusing on coal tar pitch and carbon black. Product chain image.jpg 638x606 106 KB Ma...
Friday, 28 July 2017
ValuePickr Goa Meet - Disruptions in Technology
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This year my main presentation at the ValuePickr Goa meet was on disruptions from technology. Being from the tech industry, this is a top...
3 comments:
Friday, 21 July 2017
Stock Update: Supreme Industries
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BEAR CASE RERA to impact housing demand adversely. Negative impact on pipes segment. Competition is strengthening in pipes ...
4 comments:
Monday, 10 July 2017
Learning from Berkshire’s Acquisition Criteria
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Looking at the 100-plus businesses that Buffett has accumulated, a casual observer may feel that it is a collection of random businesses...
1 comment:
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