A nice interview on Danoff’s contra strategy and how he has managed to beat S&P over 30 years despite managing a large cap fund having >$100 bn. Summary of it is captured in “When you have a good idea, bet big”.
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Interesting read, would like to have a opinion on it.
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Good watch on markets & Life 
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Article about limitations of financial statements.
It explains the futility of taking decision about any company on the basis of a single parameter eg. Pe, Roe etc. The statement made by a company can differ based on assumptions from a different company.
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‘Investing is not arithmetic’ …good watch as always S. Naren
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Good one, this: “Why is Asian Paints such a huge money making machine?” by Saurabh Mukherjea
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Would this result into long term increase in usage in FARM product and technologies - other than Tractors?
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Did anyone read Adani Ent targetting discom sector as well? Opportunity is too big - but like every other privatization process, it may happen at slow pace.
The ever so succinct Samir Arora …great interview
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Some great ideas shared here. Thanks for sharing this, Sahil!
In the vein of “if you torture data long enough, it admits to almost anything”, here is another article that explains the importance of striking a balance between analysing the numbers, and trusting your own intuition and knowing yourself.
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This article makes some assumptions based on which they’ve modelled the data. They have also acknowledged the drawbacks of those assumptions. However, it has some fascinating observations about the impact of ageing populations on the supply-demand, and hence prices, of asset classes that are bets on economic growth.
Definitely food for thought.
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fantastic presentation… not only for its content but also for the way it is presented…
The (Not Failing) New York Times
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PPFAS unit holders meet. Interesting.
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This is one of the most concise learning material that i have come across till date
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A good read if one is invested in banks or in NBFC’s
Address by Shri Shaktikanta Das, Governor, Reserve Bank of India
at the 7th SBI Banking & Economics Conclave organised by the State
Bank of India on July 11, 2020
Another good article a must read for any equity investor
Demystifying Equity Prices using Dividend Discount Model: An Indian Context
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Utpal sheth interview worth your time
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worth watch …Hiren explain very clearly about recent market movement and result.
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