Linkfest:November 25,2015

Some stuff I am reading today morning:

Why Nikesh Arora bet $483 Million on Softbank’s future (Bloomberg)

How to trade cyclicals (Bala)

Metals:Bleak gets bleaker (Mint)

Equity Funds at 60 (VRO)

Domestic brokerages eye realty advisory business (BS)

The only investment risk that counts (TRB)

The only way to make real money in the markets (Bill Bonner)

The big problems with investment consultants (ETF)

Getting the deal done (A VC)

What am I thankful for?The next 5 minutes (CNBC)


Last wish of Rakesh Jhunjhunwala

See, the only truth of life is death and that when I am going to die I would say boss, just leave me for three hours, I would buy one stock, I will do some trading, I will spend some time with my children, my wife, I will have two drinks and then you can burn me. So it has to be combination of everything-said Rakesh Jhunjhunwala

Modi is hitting EPS growth

We have not seen meaningful growth in Sensex EPS for six quarters. This quarter is no different. It is not the global slowdown which is holding back Sensex EPS growth; if anything, by crunching commodity prices, the global slowdown is helping Sensex EPS show a little bit of growth. What is hitting EPS growth in India is Prime Minister (Narendra) Modi’s resets around black money, crony capitalism and Aadhar. Modi is changing the way consumption and capex takes place in India and corporate India is finding it hard to come to terms with these changes.-said Saurabh Mukherjea