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Sellside Research

Kotak Research: Valuing e-Commerce Companies

[gview file=”https://alphaideas.in/wp-content/uploads/2015/04/KotakValuingEcommCompany.pdf”]

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Excerpts

My takeaway from Narendra Modi’s interview

Narendra Modi gave a detailed interview to HT today.

My takeaway from that interview:

Q. You are heading for France, Germany and Canada in the second week of April. What are your expectations from the visit?

A. I like to combine visits to more than one place when I go on my international tours in order to get more done. I’m from Ahmedabad where we have a saying, ‘single-fare, double journey‘.

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Video

Secrets of Corporate Longevity

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Cartoon

Too Late

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Links

Linkfest: April 09,2015

Some stuff I am reading today morning:

REC share sale gets over subscribed over 5.5 times (Mint)

Higher e-auction coal sales to boost profitability for Coal India (BS)

Mudra Bank-New regime,old philosophy (BS)

VRL Logistics IPO-Should you invest? (MyInvestmentIdeas)

Prabhudas Lilladher Research: L&T (MyIris)

Darr @ The Mall (Outlook Business)

Why your home loan interest rate is not falling (Capital Mind)

Playing defense in the stock market (Felder Report)

A new equilibrium for oil prices (Daily Reckoning)

How much can dual momentum increase your returns? (Quant Investing)