Category: Links

Some stuff I am reading today morning:

Select mid-caps bear the brunt of markets sell-off (Mint)

Observations after 36 years of investing (Subramoney)

Another real estate trick of builders used to screw buyers (FirstPost)

Reliance turns to China to create cheap mobile phone revolution (Firstpost)

HDFC Sec Research Report: Emami Ltd (MyIris)

Killing the myth about how hedge funds generate alpha (Integrity Research)

Financial value of art is as intangible as Mona Lisa’s smile (FT)

Buffett on how he keeps up with information (Farnam Street)

The Escort Indicator shows Wall Street is booming (CNBC)

The plot to kill Dr.Subramaniam Swamy (SwamyArticles)

Some stuff I am reading today morning:

Housing.com CEO gifts his personal shares worth Rs.150-200 Cr to staff (BS)

SEBI takes the axe to  ESOPs  (ET)

Profile: Chitra Ramakrishna (Mint)

Nifty has not kept up pace with inflation since 2008 (Capital Mind)

Maran’s media empire faces bleak future (Firstpost)

Pantaloons: Changing with the times (Outlook Business)

Research:Understanding the Total Portfolio approach (Orcam)

Index funds killed the Mutual Fund star (Market Watch)

Liquidity Risk: Same as it ever was (Common Sense)

Japan’s Third Lost Decade (Daily Reckoning)

Some stuff I am reading today morning:

Stocks tumble as rupee falls to 20 month low (BS)

Existing banks are running scared (ET)

Reliance got a judge on its payroll (IndiaSamvad)

Inside Information at the Jubilant Industries counter? (RJ)

India bullied by Foreign Portfolio Investors (Gaurav)

Nomura Research Report: Bank of Baroda (MyIris)

Using volatility to make asset allocation decisions (Common Sense)

Using a fundamental index (Investor Field Guide)

Oil is not coming back.Here’s why (Bloomberg)

How to build a Unicorn from scratch and walk away with nothing (Heidi)

Some stuff I am reading today morning:

Raju of Satyam gets bail (Firstpost)

2 dozen companies have announced bonus shares so far (BS)

Shriram Transport revisited (Jana)

Prabhudas Lilladher Research Report: Eicher Motors (MyIris)

Bund “tantrum” warns of future accidents (FT)

Research:Skewness enhanced momentum can double your alpha (Alpha Architect)

12 things I’ve learned from Julian Robertson about investing (25IQ)

Why are life insurance policies abandoned midway? (Mint)

Mutual Fund distribution is a terrible career choice (FreeFinCal)

One thing all Billion $ unicorns have in common (Recode)

Some stuff I am reading today morning:

China cuts interest rates again (CNBC)

The coming emerging market debt storm (Telegraph)

Mutual Fund Holdings in Reliance rises (Mint)

Perils of following advisors (Portfolio Yoga)

Nomura Research Report: Hero Motocorp (MyIris)

Delay your house (Muthu)

Retirement Survey (Subramoney)

Pradhan Mantri Suraksha Bima Yojana (MyInvestmentIdeas)

Pradhan Mantri Jeevan Jyoti Bima Yojana (OneMint)

The US Economy has become a Asshole Factory (Medium)