What are we reading?

  1. Visualizing companies in the trillion $ club (here)
  2. Prof Galloway – 2020 predictions (here)
  3. Ben Graham’s last investment fund (here)
  4. How Piramal contains NPA despite large exposure to real estate (here)
  5. Markets just don’t care about human suffering (here)
  6. Jeff Bezos’ unhappy passage in India (here)

What are we reading?

  1. Capital Allocation from Credit Suisse (here)
  2. Reflection on 10 attributes of great investors (here)
  3. Is vulnerability a choice? (here)
  4. India’s ghost town saddle middle class with debt (here)

What are we reading?

  1. Switzerland tried negative rates in the 1970’s and it got very ugly. (here)
  2. Unprecedented crisis in the financial sector, says NITI Aayog (here)
  3. Forget stocks, invest in stock exchanges (here)
  4. Amazon’s tiny profits explained (here)
  5. Buffett’s been quiet but his philosophy speaks volumes (here)
  6. Uber and Lyft take a lot more from drivers than they say (here)