Category: Links

Some stuff I am reading today morning:

Reliance,Bharti,Birla seek payment bank licenses (Mint)

Goldman Sachs red-flags expensive financials (BS)

Stock Review:Career Point (BigInvestorBlog)

Prof Bakshi adds Symphony to his portfolio (RJ)

Asset allocation….how important is it? (Subramoney)

Buffett wisdom that you may not have heard before (Millenial)

How and why Apple overtook Microsoft (NYTimes)

Legends of indexing:Rob Arnott (ETF)

The first casualty of a bear market (TRB)

The PM & Israel (MediaCrooks)

Some stuff I am reading today morning:

5 Stocks that could become multi-baggers (ET)

Shareholders in NSE likely to face exit hurdles (Mint)

Centre to build 4 news steel plants for 1.5 Lakh Crores (FE)

Analysis:Symphony Limited (Jana Vembunarayanan)

What long term investors should learn from short sellers (Contrarian Value)

Breaking with Bogle (Bloomberg)

The secret to getting a 99,766% return in the art market (Bloomberg)

Greeks turn to gold (Daily Reckoning)

DCF:Academic Exercise,Sales Pitch or Investor Tool? (Aswath Damodaran)

In Denmark, you are now paid to take out a mortgage (Climateer)

Some stuff I am reading today morning:

Coal India OFS-Should you invest? (Shiv Kukreja)

Will a discount entice retail investors to Coal India? (Mint)

Tatas need 11,0000 Crores for auto,telecom stakes (BS)

How to manage your finances after losing your job (BeMoneyAware)

Alembic Pharma Research Report (Dead President)

Good news,Bad news on the commodity front (Humble Student)

Why don’t asset management companies hedge their biggest risk? (MebFaber)

Predict stock returns using the trend of profitability (Alpha Architect)

Baltic Dry Index Death spirals to 30 year low (Climateer)

We are on the verge of a crisis (CNN)

Some stuff I am reading today morning:

Lesser known stocks ride the bull run (Mint)

BSE offers a platform to whistle blowers (BS)

9.1% Sukanya Samriddhi Account (MyInvestmentIdeas)

Latest stock pick of Prof Mankekar (RJ)

Would Keynes have been fired as a money manager today? (CommonSense)

A revelation for small cap investing strategies (Capital Spectator)

Looks like we got ourselves a ball game (TRB)

The sorry saga of FX lending (Fistful Of Euros)

A dozen things I learned from Joel Greenblatt about value investing (25IQ)

Looking back at James Montier’s “Perfect” Value Investors (Swedroe)