Identifying Intent of the Management from RoIC (Return on Invested Capital) – Link here
The Secretive Company That Might End Privacy as We Know It – Link here
Corona Panic – Link here
SBI Cards IPO: long thread on valuation disasters in Indian markets & how these rip off the retail investors – Link here
The Absolute Return Letter – Five Lessons from History (2/5) – Link here
Alphabet’s self-driving car company Waymo raises a whopping $2.25 billion in first external funding round – Link here – this is when Google is cash rich, interesting capital allocation philosophy.
Long thread on Inside India’s retail credit boom. The good, bad & ugly – Link here
My Thoughts About the Coronavirus – Ray Dalio – Link here
Jack Welch Inflicted Great Damage on Corporate America – Link here
How an AI Sent an Early Warning about the Coronavirus Outbreak – Link here
This Is a Completely New, Possibly Perfect Way to Build Bridges – Link here
21 Investor Mistakes During a Stock Market Downturn – Link here
The Medallion Fund, Skepticism,and a Failure to Comprehend – Link here
Why a Hermès handbag can be a better investment than art – Link here
Death, Taxes, and Three Other Inevitable Things – Link here
Weekend humor – story of Yes Bank told in memes – Link here