Linkfest: May 04,2016

Some stuff I am reading today morning:

How Subramaniam Swamy changed the game in Rajya Sabha (Jaggi)

What I took away from Buffett’s shareholder meet (Raamdeo Agarwal)

IPO Review: Parag Milk Foods (BS)

India is suffering its worst drought in decades (Bloomberg)

Rural distress dries up FMCG volumes (BL)

Federal Bank draws big investors (ET)

SEBI’s new rule on settlements to help Reliance (Mint)

Is “Margin of Safety” an excuse for doing nothing? (Aswath Damodaran)

Ranking 30 sectors by equity performance 1933-2015 (PE)

Steve Cohen:Talent is thin (Bloomberg)

Linkfest: May 03,2016

Some stuff I am reading today morning:

Interview with Rakesh Jhunjhunwala (MoneyControl)

Why Indian midcaps have lofty P/E multiples without lofty earnings growth (Nooresh)

Gold crosses $1300 (Bloomberg)

Know you mutual fund manager’s salaries (ET)

NALCO to buy back 25% stake (FE)

Jabong struggles (Mint)

How Ashton Kutcher turned $30 Million into $250 Million (Forbes)

Investor Cage Match:Gold Vs Equity (PP)

Warren Buffett’s epic rant against Wall Street (WSJ)

How to build a diversified Mutual Fund portfolio (FreeFinCal)

Linkfest:May 02,2016

Some stuff I am reading today morning:

Rajan switches on India’s money pumps (Bloomberg)

“Sell in May” is good advice (MoneyControl)

State of Indian Stock Markets (Stable Investor)

Bank’s NPA problems not over (Mint)

Vijay Mallya,a ‘King’ dethroned by debt (NYTimes)

Salaries of top Mutual Fund Managers (RJ)

Story of a young salaried multi-millionaire (Subramoney)

When ‘Buy & Hold’ works and when it doesn’t (Fat Pitch)

‘China’s Warren Buffett’ arrested (SCMP)

Hedge Funds Letters to Investors (Value Walk)

Weekend Mega Linkfest:April 29,2016

Some off beat reads for the weekend:

Why builders won’t cut prices (Jaggi)

Narayan Murthy’s letter to his daughter (Office Chai)

Nestle’s Half-Billion $ Noodle Debacle in India (Fortune)

How Uber conquered London (Guardian)

The secret shame of Middle Class Americans (Atlantic)

Iceland’s water cure (NYTimes)

Literature and Leadership (Havard)

Auto Review: Skoda Superb (Team BHP)

Startup Story: SaffronStays (YS)

What 10 days of Vipassana taught me (DailyO)

Gossip:Amma is angry with BJP (Gossip Guru)

Where to eat,shop,sightsee in Pondicherry (NatGeo)

Diet:In praise of dal-rice (Rujuta Diwekar)

Bollywood: Kangana Ranaut’s ex spills the beans (DNA)

How far have you come? (Om Malik)

Linkfest:April 29,2016

Some stuff I am reading today morning:

Bank of Japan shocks markets (Guardian)

Thyrocare IPO over subscribed on Day 2  (Money Control)

Is HCL Tech on a slippery slope? (Mint)

Global exchanges eye rejig via BSE IPO (BS)

3 Large Mutual Funds that have made an impression (Morningstar)

One stock for the next decade? (Fortune Financial)

Facts,Fiction and Merger Arbitrage (Alpha Architect)

Advice from hedge fund manager-Michael Thompson (WiloWallStreet)

The coming catastrophe for high fee active managers (PragCap)

Don’t kick the can down the road (A VC)