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#Goodreads for today:

1. Interview with Riyaaz Amlani who runs some popular #restaurants in Mumbai. Covers everything to know - the depth of bleed, skewed cost structure, low affordability in India, unit economics, Covid impact, tax issues (no GST credit)
outlookbusiness.com/amp/enterprise…
2. Will India's Real estate prices finally correct?
Anarock expects an annual decline of 25-35% in home sales (top 7 cities) in 2020. Property prices may come down by 10-20% across geographies, while land prices could see an even higher reduction of 30%
livemint.com/market/mark-to…
3. STRONGLY recommended

"Signalling as a service" by @lehrjulian
Most of our everyday actions are some form of signalling or status seeking - brands we choose, MBA degrees, charity, etc. And how smart businesses leverage this.

julian.digital/2020/03/28/sig…
4. Is nature (really) reclaiming lost space. Lovely read to break the monotony.

#Factfulness

medium.com/@parveenkaswan…
5. India needs to get back to work sooner than later. And how by @savijain. Good learning.

+Raghuram Rajan's take on this. 👇
6. The #Ultralearning method to learn chess in under 100 hours. A user's journey to target Elo rating of 1100 in 100 hours of learning.

Key skills - Pattern recognition, relentlessly practicing the big bottlenecks, focus and meta learning.

medium.com/@eddiepease1/c…
7. Dr. Devi Shetty of Narayana Hrudayalaya on why he is obsessed with Affordable Healthcare.
H/T @suru27

podcasts.apple.com/in/podcast/ep-…
8. How to choose between Bata and Relaxo. Good crisp thoughts.

9. 2Point2 capital's Q4 FY20 Investor Update

Covid-19 impact on investments, assessing resilience and portfolio strategy in an uncertain environment for financials/ non financials. Agree more than disagree.

10. Last for the day.

One of the most popular open lecture series from Harvard - On Justice, Ethics and Morality.
Those in power will be contemplating some of these questions in these difficult times. Life is grey & there are no perfect choices.
Do watch
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More from @abhymurarka see all

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Abhishek Murarka 🐂💹
@abhymurarka
#Goodreads for today:

1. Thinking beyond the pandemic by @svembu. Increasingly fascinated with his thoughts and ideology. Here he writes about the overvaluation across asset classes and his disdain for financial absurdities.

2. Kishore Biyani falters again
Last week, KB almost lost majority control of Future Retail, but got saved by a court verdict that some say goes against the tenets of free markets. Good for understanding perils of pledging shares in a down market (Paywall)
themorningcontext.com/kishore-biyani…
3. There is always something to learn when @_kirand writes, especially with the "intellectual honesty" this seems missing in the industry.

The angst/ truth of knowing, not knowing and everything in between.

kiraninvestsandlearns.wordpress.com/2020/04/06/the…
Read 14 tweets
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Abhishek Murarka 🐂💹
@abhymurarka
Some #goodreads:

1. The Luckin Coffee saga -
2. Covid-19 an inflection point for Life Insurance
bloombergquint.com/business/covid…
3. Little book that builds wealth - summary
blas.com/the-little-boo…
4. List of geatest speeches of all time
jamesclear.com/great-speeches
5. Durgesh Shah session:
Video:
Notes: cfasocietyindia.com/2018/12/14/ses…

6. Thread on CARE's assessment by sectors


7. Fast bowlers are not thinking for themselves
thecricketmonthly.com/story/816387/-…

8. Understanding VIX
9. Market meltdown, the virus and other actionables
forum.valuepickr.com/t/market-meltd…

10. My first decade as a full time investor- Notes by @drudaicheema
investorsingh.com/my-first-decad…

11. Polycab India: Switching gears
forbesindia.com/article/work-i…

12. Why time has slowed
collaborativefund.com/blog/why-time-…
Read 6 tweets
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Abhishek Murarka 🐂💹
@abhymurarka
1/25

Covid-19 has created a proverbial 'perfect storm'. While we are fighting an unprecedented medical crisis, the after-effects of this pandemic will have far-reaching implications.

A #thread on a commonly heard legal term - #ForceMajeure and its' business ramifications
👇
2/25

First, here is why I think this topic is relevant. Google trends for the search term “Force Majeure” shows an exponential rise, the highest in last 16 years. A comparison with the search term “recession” shows little to no correlation with 2008-09 crisis.

Let’s see why.
3/25

Have divided the thread in three parts:
a) Concept & genesis (4-6) – One may skip to b) if aware/ not keen
b) Facts & current developments across industries (7-17)
c) Inference & future implications (18-25)

Note: Not an expert on legal matters and sharing basis my reading
Read 28 tweets

Related threads

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Pieter Friedrich
@FriedrichPieter
Who has the most right to speak about the #KashmirIssue? #Kashmiris, of course. Speaking with @tmturkee about her perspective on #Kashmir. #KashmirBleeds #KashmirBleedsForJustice #StandwithKashmir #KashmirWantsFreedom #EndKashmirBlockade

Full interview:
@tmturkee "The Indian media, it's corrupt. The narrative that's in the mainstream media is totally corrupt because they tell you a one-side story.... They tell you that everything perfectly fine in #Kashmir. How can everything be fine when people are not allowed to go out?" #KashmirBleeds
@tmturkee #Kashmiris on #Kashmir. Speaking with @kingaamir29 about his perspective: "Scrapping #Article370 is like UK revoking independence." #KashmirBleeds #KashmirBleedsForJustice #StandwithKashmir #KashmirWantsFreedom #EndKashmirBlockade

Full interview:
Read 16 tweets
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James Murray
@James_BG
***Good News Klaxon***
New Offshore Wind Sector Deal finally arrives and it is pretty unalloyed good news (and not just for the obvious reasons) businessgreen.com/bg/news-analys… BG+
This is an industry that is less than 20 years old and has only been a serious player in the energy mix for 10 years. Now the goal is for it to deliver a third of all our power within a decade. That is a blink of an eye in infrastructure terms.
There's lots of good, co-ordinated stuff in the Sector Deal to help make that happen: skills, supply chain, co-operation, R&D, etc. Sure it would be nice to have a bit more govt funding and clearer auction timetable, but *gestures at everything*
Read 16 tweets
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Shashank Goyal
@ShashankGoyal01
10 Mega Infrastructure projects in #India

1. Bharatmala

35,000km highways across 16 states, including 9,000km of economic corridors

will enable faster movement of goods, decrease supply chain costs from the current 18% to 6% and create 22 million jobs

completion by 2022
2. Sagarmala

modernizing 12 major ports and 185 minor ports along the entire 7,500km coastline of India

will stimulate trade, provide logistic costs savings of over Rs. 35,000 crore ($5 billion) per year, increase GDP by 2% and create 10 million new jobs

completion by 2022
3. Delhi Mumbai Industrial Corridor (DMIC)

23 industrial hubs, 2 power plants, 6 airports and a 1,500km long 6-lane expressway connecting Delhi and Mumbai. Goods Transport time reduction from 14 days to 14 hours. Will create 25 million jobs over 7 years

scroll.in/article/746736…
Read 10 tweets
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Oppose China's regime
@China_SCS_info
Thread - #IndianNavy Kolkata Destroyers: The Kolkata destroyer class (Project 15A) are the most powerful surface combat ships of the Indian Navy after the aircraft carriers. The class is made of 3 ships: INS Kolkata, INS Kochi & INS Chennai. Their max displacement is 7,400 tons.
Thread - #IndianNavy Kolkata Destroyers: The Kolkata destroyers measure 163m in length, 17.4m beam & 6.5m draft. Max speed In excess of 30 knots. Range is 3,300 n. miles at 18 knots & the crew is 365 (65 officers & 300 sailors). #India
Thread - #IndianNavy Kolkata Destroyers: The Kolkata propulsion is COGAG (2 combined gas turbines). It includes 2 Zorya M36E gas turbines, 4 DT-59 reversible gas turbines & 2 KVM-diesel engines. It also has MWe Wartsila WCM-1000 & Kirloskar 1 MV AC electrical generators. #India
Read 30 tweets
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Dr Katherine Blouin
@isisnaucratis
Did you know that a late 2c. BCE pillar standing in Besnagar (central #India) supports an inscription in Prākrit that was commissioned by Heliodoros, a "Greek" ("yona") ambassador of the Indo-Greek king Antialkidas from Taxila (#Pakistan)? ✍🏽🇮🇳🇵🇰🇬🇷#shitancientpeoplewrote
"This Garuḍa pillar of Vāsudeva, the god of gods,
was constructed here by Heliodora [Hēliodoros], the Bhāgavata,
son of Diya [Diōn], of Takhkhasilā [Taxila],
the Greek ambassador who came from the Great King
Aṃtalikita [Antialkidas] ..." 2/
..."to King
Kāsīputra [Kāsīputra] Bhāgabhadra, the Savior,
prospering in (his) fourteenth year."
Salomon 1998 transl., from Rachel Mairs' 2014 excellent book "The Hellenistic Far East" 3/
Read 7 tweets

Trending hashtags

#California #NeverForget #Iran #gas #Xinjiang #illegality #representation #Auto #slums #India #PulwamaAttack #Buddhist #Modi #StandwithKashmir #legality #Apple #Huawei #relations #Gurez #StarWars #chicken #ott #footballclub #KashmirBleedsForJustice #GharBachaoGharBanao

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