Author: Raoji

Categories
Links

Linkfest:March 30,2016

Some stuff I am reading today morning:

Vijay Mallya offers 2,000 Crores to settle all loans (FE)

The fraud share transfer game (Money Control)

Govt allows 100% FDI in e-commerce marketplace (Mint)

How builders cheat investors using “0 Interest” schemes (Capital Mind)

SIP is an EMI ? (Subramoney)

Indian Rupee may be your best bet this year (Bloomberg)

How the investing industry could change (Fool)

Chamath Palihapithiya on Silicon Valley’s top companies (VF)

Time to sell the family home? (DR)

12 Things Americans are buying more than ever (Time)

Categories
GuestPost

The valuation is worsening

We have a special treat today. Kimi has written a guest post for us.

Kimi or Krishnaraj Venkataraman is based out of Bangalore and he would welcome comments, especially if you think he has made an error, at krishnaraj.v@kimiandpartners.in

[gview file=”https://alphaideas.in/wp-content/uploads/2016/03/The-valuation-is-worsening_final-1.pdf”]

Categories
Tweets

Nilesh Shah & PPF

Interesting to know that:
1. Nilesh Shah,MD Kotak Mahindra Mutual Fund has been investing in PPF for atleast 15 years
2.He has so much $ that he does not keep track when minor cheques are not deposited.

Categories
Links

Linkfest:March 29,2016

Some stuff I am reading today morning:

How FIIs outsmart domestic investors (BS)

Digital banking in a digital India (Aditya Puri)

Modi rebuts economists who doubt India’s growth (Bloomberg)

Mutual Funds log first outflow in 21 months (Money Control)

John Abraham: The Value Investor (Mint)

Thoughts on Anil Ambani’s Reliance Group (Gaurav)

Is your financial advisor lazy? (Prashanth)

Behind the scenes look at Buffett’s investment process (Vintage Value)

How investment bankers screw their clients (Pro Market)

Why investors should combine Value and Momentum (AA)

Categories
Tweets

A Fund Manager’s Envy