Linkfest: 21 February, 2019

Some stuff I am reading today morning:

PSU Bank Recapitalization once again (ET)

The Anil Ambani share saga (MoneyLife)

How IL&FS took Gurgaon Metro for a 300 Cr ride (MC)

Gold hits all time high in India (BS)

‘Make in India’ for Defence gathers pace (BL)

Who is on the other side? (Blue Mountain Capital)

Uncomplicated Investing (IIrrelevant Investor)

Getting the odds on your side (Howard Marks)

On Family Businesses (TT Jagannathan)

Different Kinds of Stupid (Morgan Housel)

Linkfest: 20 February, 2019

Some stuff I am reading today morning:

314 stocks trading below face value (BS)

Debt funds have gone too far (MC)

Tax relief for startups (FE)

Why Tata Sons hiked stake in Tata Motors (Rediff)

Stock picking for retail investors (Chetan Phalke)

Disconnect between price & value (Nooresh)

The crumbling Chinese Market (DR)

How to invest a lump sum ( Of $ and Data)

First mover alpha (Common Sense)

The Optometrist who became a Billionaire (Forbes)

Linkfest: 19 February, 2019

Some stuff I am reading today morning:

Who will get Zee? (ET)

Fortis fraud may exceed 2,000 Cr (Mint)

RBI pays Rs.28,000 Cr interim dividend to Govt (Rediff)

Vedanta, JSW may bid jointly for Essar Steel (BS)

Jignesh Shah Vs Chidambaram (BL)

Interview with Aditya Puri (TOI)

Company Profile: Nilkamal (Forbes)

Which stocks will provide a safe haven? (OB)

Grandpa’s most important investing trick (Charlie Munger)

3 action points for investors (Ian Cassel)

Linkfest: 18 February, 2019

Some stuff I am reading today morning:

Spiritual Guru siphoned off 8,646 Cr from Religare (BL)

Cognizant used L&T to bribe Govt officials (Mint)

Tata Group: It’s all about TCS (FE)

ADAG lenders not to sell pledged shares (BS)

The Nifty is no longer a play on the Indian economy (Marcellus)

India is turning its back on Silicon Valley (Venture Beat)

What I learnt in 30 years of investing (Broadsword)

The wealth destruction in small & midcaps (Vijay Pahwa)

Getting ahead by being inefficient (Farnam Street)

Rocket Ships (Microcap Club)

Linkfest: 15 February, 2019

Some stuff I am reading today morning:

Bharat 22 ETF subscribed over 22 times (MC)

India hikes sugar price to Rs.31/kg (TOI)

Pilot shortage cripples Indigo (ET)

Citi India CEO loses confidence of RBI (BS)

SC’s order on Anil Ambani was tampered (Bar & Bench)

Apollo may exit Apollo Munich Health Insurance (Mint)

SBI MF emerges as 3rd largest fund house (BL)

Why avoid DSP Index Funds (Free Fincal)

Yes Bank a black swan, not a black crow (MC)

Guess who’s buying Gold? (Macro Tourist)