reading

What are we reading?

Posted on February 15, 2020 by balajithinks

Shriram Capital consolidated profit doubles in 5 years (here)
How KKR reached a debt end? (here)
Piramal looking to raise $500M through Pharma stake sale (here)
If you want renewable energy, get ready to dig (here)
Throwback in time: the temptation of st. warren (here)
J P Morgan’s high class problem (here)

What are we reading?

Posted on January 25, 2020 by balajithinks

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

What are we reading?

Posted on January 20, 2020January 19, 2020 by balajithinks

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

What are we reading?

Posted on January 13, 2020 by balajithinks

Demystifying post GFC economics (here)
Life expectancy and cost of capital (here)

I would like highly recommend that you read the above two articles from LT3000 who is one of the best financial bloggers out there right now producing absolutely high quality content.

What are we reading?

Posted on January 9, 2020 by balajithinks

Why we sleep? (here)
How to do great things? (here)
Morgan Stanley 2020 year ahead and themes (here)
Mental models, dragon flexes and how to think real good (here)

What are we reading?

Posted on January 8, 2020 by balajithinks

Housing costs key constraint to Chinese consumption (here)
J.P. Morgan asset management guide to the markets 2020 (here)
The market is huge! Revisiting the market delusion here (here)
Jackpot! (here)

What are we reading?

Posted on January 7, 2020January 6, 2020 by balajithinks

FckdEx (here)
Twitter: Enough already (here)
The art of not selling (here)
iPhone update reminds users again and again that they are being tracked (here)
Trade offs: the currency of decision making (here)

What are we reading?

Posted on January 6, 2020 by balajithinks

The ugly details in CBS’s and Viacom’s latest merger filing (here)
Ex-LMVH boss on why Buffett possibly passed on Tiffany (here)
J.P. Morgan should pause repurchases (here)
5G underwhelms in its first big test (here)
Lesson’s from Japan’s lost decade (here)

What are we reading?

Posted on December 8, 2019December 8, 2019 by balajithinks

Bubble in quality? (here)
What are we seeing 29-11 version (here)
Has Buffett lost it? (here)
Banks 10 years return (here)
CNBC complete interview with John Malone (here)
Haircuts for Indian finance — bald or bold (here)
Core investment tenets – upslope capital (here)

What are we reading?

Posted on September 30, 2019September 30, 2019 by balajithinks

Coping with market meltdowns (here)
Joesph Rosenfield – the best investor you have never heard if (here)
Debunking the passive investing is a bubble myth (here)
Pessimism viewed in a historical perspective (here)
Platforms versus verticals and next great unbundling (here)