India’s Hollow Democracy
David Oualaalou and I discussed the recent elections in Delhi and Bihar and how leadership in India is steadily being depleted—largely due to Modi’s insecurities. We also examined how Indians disregard institutions, focusing instead on targeting minorities and chasing state handouts:
On Investments
In a separate conversation with Maurice Jackson of Proven & Probable, I explain why my respect for Trump has increased—at least in relative terms—when compared with the disastrous leadership now prevailing across the rest of the West:
Below are the companies I mentioned in the discussion:
- Winsome Resources (WR1.ASX; A$0.59): Currently being acquired, with an arbitrage upside of approximately 25%.
- Golden Lake Exploration (GLM; $0.11): Arbitrage upside of about 16%.
- Electrum Discovery (ELY; $0.115): Arbitrage upside of roughly 50%.
- Gold Resource Corporation (GORO.NYSE; US$1.34): Arbitrage upside of around 27%. Selling GORO put options should also be a viable strategy.
Jayant Bhandari
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