Feb 22, 20203 minSpecial Update - What were the key themes in Warren Buffett's shareholder letter?Retained earnings, succession at Berkshire, trends in Boards, and acquisitions - top themes in 2019 Berkshire shareholder letter
Feb 21, 20204 minWhat are the implications of the LIC disinvestment?Bailouts of govt assets, social schemes hurt LIC. Value migration & improved governance possible themes.
Feb 18, 20203 minWhat is the business model for HDFC Diners Black card?Non 10x usage & partial redemptions, combined with fees, interest, and high interchange helps Diners.