Random Thoughts of Analyst

Read,Learn, Improve – 8-Oct-16 Short Basic Automakers, Long Luxury/SportsCar markers from 10-20years view  – People buy car for two basic purpose one for travel and second to indicate status and this is clearly visible by two type of car maker – Basic efficient ones – Toyota, Suzuki, Ford, GM, etc and Status – Luxury, Sports,etc  …

Practicing a “Punch Card” Approach to Investing – Link here Tamal Bandyopadhyay is one of the finest business journalists when it comes to banks and financial institutions. Last year I read his book “Sahara: The Untold Story” and would recommend you to do the so too. Currently I am midst of his another book “A …

12 cutting-edge technologies that could save our oceans – Link here How a small Bengaluru biotech company is leading the way in global cancer diagnostics – Link here Toyota is using sewage sludge to power its new electric car – Link here It’s not who buys a fancy car. What matters more is why – …

Bayer-Monsanto Combination Likely Too Big in U.S. Cottonseed – Link here Can the open hardware revolution help to democratise technology? – Link here The John Bogle Expected Return Formula – Link here Adblock Plus now sells ads – Link here Would you fly in a pilotless airliner? – Driverless trains and cars are already with …

(Links open in new window) Indian IT sector has been shining example of Indian industry as well stock market for wealth it has created. However off lately, there has been a concern whether Indian IT companies can compete & stand against global biggies in wake of change in technology. Basic question being it’s true we do …

How good is it? How bad is it? – Modi, as a Delhi outsider, has shut down access to power and its benefits – By Monika Halan – Link here The court that rules the world – A parallel legal universe, open only to corporations and largely invisible to everyone else, helps executives convicted of …

  This may just prove to be positive for Indian pharmaceutical companies – Counterfeit pills, potentially from China, killed Prince, investigators now believe – Link here Have you heard of Galapagos syndrome – well It explains how the country’s geography, history, and culture have come together to create a love for a technology that the …

The Global Guru on Valuation Aswath Damodaran seldomly writes on valuation without numbers and when he does, it’s a treat in its own way – Investing and Valuation Lessons from the Renaissance – Link here Bronze Trumps Silver? Counterfactual Thinking and the Olympics – Link here Katsuyama Shakes Up Industry Even Before His IEX Exchange …

Hollywood is known for its VFX and animated movies that are larger the than life, at the same time cost of doing is also very high, as per one estimate on Quora, a 5 second shot would cost around $80,000 (now we know why movies cost so high). As per another website, Steven Spielberg’s Avatar …

(The long read) 1MDB: The inside story of the world’s biggest financial scandal – Link here Why Is the Stock Market So High? Ask the Bond Market – Link here Nixon’s Failed Effort to Withhold His Tax Returns – Link here Meet the most notorious member of the Haldiram Bhujiawala family – Link here World …