Modi Wins Again
India recently had elections for its federal government. Modi won. Here is my discussion with David Oualaalou about what this means for the future of India:
On Investments
Here is a discussion with Antonio Atanasov on China, India’s penal code, and Pakistan as a template for India’s future. We also discussed our views on uranium, coal, and gold:
Following are some companies that I have been buying, about which I also talked with Shad Marquitz in the linked:
- Florida Canyon Gold (FCGV; $0.44)
- Silvercorp (SVM; $4.34)
- Hess Corporation (HES.NYSE; U$131)
- Aztec Minerals (AZT; $0.14)
- Irving Resources (IRV; $0.355)
Jayant Bhandari
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