Category: Links

Some stuff I am reading today morning:

India’s largest real estate commercial deal closes (Mint)

Only 3,000 Crores of black money has been declared (BS)

eCommerce firm execs make beeline to cash ESOPs (ET)

How broking firms are remodelling their business (OB)

Why is Bharti Infratel’s share price falling? (Nomura Research)

The top 5 best small savings schemes in India (MyInvestmentIdeas)

Trade Secrets from 2 investing legends (DR)

Are you ready for the next bear market? (TRB)

The perils of forcing a sale of illiquid assets (DealBook)

Simple and effective thoughts by George Soros (Big Investor)

Some stuff I am reading today morning:

RBI surprises markets (Mint)

Two buy signals (Short Side of Long)

Domestic commodity shares melt on Glencore rout (BS)

Stock Review:Tata Motors (Seeking Alpha)

Wealth Destruction by ITC,L&T (Bala)

A business that charges 10% interest daily (Subramoney)

Why does Wall Street want higher interest rates? (Bloomberg)

10 Things I love about Twitter (Common Sense)

Why public and private market valuations are completely different (Mahesh)

Combining volatility,momentum and trend in asset allocation (Alpha Architect)

Some stuff I am reading today morning:

Beyond Rates (Andy Mukherjee)

Why retail investors are moths to the IPO flame (OB)

PFC tax free bonds 2015 (Basu Nivesh)

It may be a good time to hook on to PFC,REC (BS)

Complex financial terms are used to sell useless products (VRO)

The rich are different.They’re better investors (Bloomberg)

How to win in Wall Street (Irrelevant Investor)

Charlie Munger on worldy wisdom (Farnam)

How not to wipe out with momentum (RA)

“Sell Strength” is the theme for emerging markets (All Stars)

Some stuff I am reading today morning:

Facebook,Silicon Valley like Narendra Modi (USA Today)

The most exciting e-comm play in India (BS)

Meet Shah Rukh Khan the investor (Mint)

FMC to merge with SEBI today (ET)

On the sugar sector (VRO)

100 Percent Guaranteed Return (Prashant)

Motilal Oswal Research:Good to Great Companies (RJ)

Berkshire Hathaway:Bad deals all over (Jeff)

ROE Returns:Beer before Steel (PE)

Money is leaving China faster than ever (Bloomberg)