ValuePickr Forum

Great articles to read on the web

Nice article

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I came across this article while reading up about the entire timeline of Natco v/s Celgene (now a part of BMS) over Revlimid.
This is an interesting piece which unravells the filthy side of Big Pharma and how they make extraordinary profits out of the loopholes in the system.
Should interest people who like reading about IPR, pharma and business strategies.

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This has been recently uploaded though the video itself is recorded in Feb’21

Saurabh Mukherjea in his inimitable superb form.

A treat for 2 hours

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Competition is for Losers with Peter Thiel

This video was reccomended by SM in the talk posted above this very post.

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IT IS ONE OF THE EYE OPENER i recommend for every new investor should read it
source : IPO Boom: From the Roaring ’90s to Swinging ’20s, Will Retail Investors Emerge Unscathed?
some snips

regards

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  • 10% of successful stock picking is picking great stocks. The other 90% is not selling them.

  • Stocks rarely perform in the time frames we predict, and it’s why the market only works for investors that have more patience than they thought they would ever need.

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already posted the same article in 2016 in same thread hence post deleted 8 vantage points Prof Bakshi

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Good article about start-ups getting listed.

The future leaders of India Inc are being created in front of us. Can you afford to be totally absent?
The new listings will eventually makeup 15-20 per cent of the market capitalisation.

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Welcome to the world of Libor rates, ETNs. Thanks to ColdFusion for explaining the bank frauds. Must watch!

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Good thoughts on the retail investors and investment optionality. Like hence sharing.

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Watch :point_down:

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stumbled here

10-K Diver is very popular for his long-form fintwits and for very good reason too. Must read

Best
Bheeshma

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Charles Munger Interview - Becoming Warren Buffett

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Move forward with Caution - Howard Marks

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Came across trove of Buffet partnership letters. Hope all Buffet fans enjoy it.

https://web.archive.org/web/20110103221305/http://pragcap.com/resources/buffett-partnership-letters

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CAme across an intresting article which I loved.

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Cool story with quality illustrations

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If approved, I shall post it to suntech realty or Oberoi builder threads

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Impacts of the Evergrande incident on China

https://think.ing.com/downloads/pdf/article/impacts-of-the-evergrande-incident-on-china

1 Like