Weekly Reading -- March 31, 2019: Investing

Interview with Saurabh Mukherjee

https://economictimes.indiatimes.com/markets/expert-view/post-election-expect-next-trigger-for-market-share-shift-from-nbfcs-to-private-banks-saurabh-mukherjea/articleshow/68610842.cms

Be careful of Moats

http://valueinvstr.blogspot.com/2019/03/be-careful-of-moats.html

Multiples are not Valuations

https://theirrelevantinvestor.com/2019/03/26/multiples-are-not-valuation/

How Concentration Affects Investing

https://theirrelevantinvestor.com/2019/03/25/how-concentration-affects-portfolio-performance/

Keep Your Eyes Open While Investing in Risky Stocks

https://i1.wp.com/103.241.136.50/epaper/DC/CHN/510X798/2019-03-25/b_images/CHN_2019-03-25_maip12_4.jpg

ROCE - Can it identify wealth creator & destroyer?

https://www.safalniveshak.com/roce-growth-matrix-and-few-potential-wealth-creators/

The Question of a Stock Pickers Market

https://awealthofcommonsense.com/2019/03/how-often-is-it-a-stock-pickers-market

Challenges of investing in India

http://marcellus.in/blogs/marcellus-value-investing-the-indian-challenge/

In Defense of Complexity

https://bpsandpieces.com/2019/03/16/in-defense-of-complexity/