TRANSFIN. LongShorts with Nikhil Arora and Sharath Toopran
TRANSFIN. LongShorts with Nikhil Arora and Sharath Toopran
S2 Ep24: Data Rules, Pro Forma, Dressing Up
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S2 Ep24: Data Rules, Pro Forma, Dressing Up

While introspecting over India's change of stance for its Westward Neighbour, we assess:

  • Implications of the Draft National Ecommerce Policy 

  • Accounting Rants from Warren Buffett's 2018 Shareholder Letter

  • What Bernstein Red-flagged with regard to Reliance Jio

Link to Warren Buffett's Letter: http://www.berkshirehathaway.com/letters/2018ltr.pdf

India's Counterforce Temptations - Strategic Dilemmas, Doctrine, and Capabilities: https://www.mitpressjournals.org/doi/full/10.1162/iseca00340

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