This tiny PMS firm makes millions where large rivals fear to tread – Link here
Global Crossing Is Reborn… – Link here
What’s The Difference Between $50 Jeans And $500 Jeans? – Link here
How Bad Is China’s Economy? The Data Needed to Answer Is Vanishing – Link here
What 25 Years of Investing Taught Me: 12 Mistakes Your Brain Keeps Making – Link here
(Prof Sanjay Bakshi twitter thread) I agree with much of the piece and it’s very well articulated. The whole AI space is too risky for value investors like me. There is a better way to invest in this bubble, though, without compromising on the definition of what’s an investment as per Ben Graham (safety of principal plus an adequate return). The same old idea of selling shovels to gold diggers applies – Link here
The story behind Spain’s solar power meltdown – Link here
The reel story of Indian weddings—how they are lavish, viral & broke – Link here
Is it deliberate? – Why is Trump so aggressively pursuing such an economically damaging policy? – Link here
The Cocaine Kingpin Living Large in Dubai – Link here
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