https://indianinvestingconclave.com/recordings/131
(pre-IPO market overview) - session is live now till 1 pm.
2 Likes
Latest memo about macros by the legendary Howard Marks
6 Likes
1 Like
Found this very short, well-written article on the parallels between a friend and a stock:
Interesting piece.
10 Likes
A really nice read from 2020 on the price erosion in US generics, the comparison to the FTF / Para IV filing model, and on APIs.
5 Likes
Interesting Views 
2 Likes
Saurabh Mukherjea --another interesting watch
3 Likes
Great presentation by Mr Mohnish Pabrai on Motherson Sumi (starts at 31:05)
Must watch for everyone- not only Motherson Sumi investors
Disc: not holding
2 Likes
Nice article
4 Likes
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.
1 Like
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
7 Likes
Competition is for Losers with Peter Thiel
This video was reccomended by SM in the talk posted above this very post.
7 Likes
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
3 Likes
-
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.
10 Likes
already posted the same article in 2016 in same thread hence post deleted 8 vantage points Prof Bakshi
6 Likes
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.
2 Likes
2 Likes
Welcome to the world of Libor rates, ETNs. Thanks to ColdFusion for explaining the bank frauds. Must watch!
1 Like
Good thoughts on the retail investors and investment optionality. Like hence sharing.
7 Likes
Watch
3 Likes