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Podcast: TRANSFIN. LongShorts with Nikhil Arora and Sharath Toopran
Episode: Data Rules, Pro Forma, Dressing Up
Description: 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