reading – Page 5 – Beowulf Capital

What are we reading?

Posted on July 9, 2017 by balajithinks

John Malone buys more LILAK (Link)

What they said when the world changed (Link) (Recommended Reading)

Free Fall (Link)

IDFC-Shriram Merger (Link)

What Are We Reading?

Posted on June 10, 2017June 10, 2017 by balajithinks

Sirius to make an Investment in Pandora (Link)

Markel Overview (Link)

Merger between HDFC Life and Max fails to materialize (Link)

There are no brave old men in finance (Link)

What are we reading?

Posted on October 17, 2016 by balajithinks

Is Bill Ackman toast? (Link)

Connectivity trumps content for Liberty Global (Link)

The scold (Link)

Oaktree capital call transcript (Link)

What are we reading?

Posted on October 2, 2016 by balajithinks

Amazon’s tax (Link)
Liberty Media: Better than Berkshire (Link)
My teacher: Charlie Munger (Link)
The turnaround checklist (Link)

What are we reading?

Posted on September 18, 2016 by balajithinks

Valuation of Indian Cement Players (Link)

Buffett understands business better than anyone else (Link)

The intellectual yet idiot (Link)

Where you cannot generalize from knowledge of parts (Link)

Lawmakers intensify pressure on Wells Fargo (Link)

When reality turned inside out (Link)

RCom-Aircel merger: the real story (Link)

What are we reading?

Posted on September 11, 2016 by balajithinks

Interview with Ajay Piramal (Link)

Mental Models: Bias from Envy and Jealousy (Link)

Fairfax India second quarter report (Link)

Now companies are paid to Borrow (Link)

What are we reading?

Posted on September 10, 2016September 10, 2016 by balajithinks

Sanjay Bakshi’s Opening Remarks at MDI (Link)

Liberty Global thesis on LiLAC (ValueWalk)

Ajay Piramal considers IPO for increase valuation (Mint)

Yes Bank’s Opportunism blamed for failed share sale (EconomicTimes)

New SEBI rules led to speculation; QIP deferred by two quarters (EconomicTimes)

What are we reading?

Posted on September 9, 2016 by balajithinks

A post after quite a while

How Elizabeth Holmes house of cards came tumbling down (Link)

A second look at Amerco (Link)

Billionaire takes pole position in Formula 1 (Link)

WD-40 a bubble in safe stocks (Link)

Stock Price Fall likely reason behind YES bank QIP deferment (MoneyControl)