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Links

Linkfest: October 26,2016

Some stuff I am reading today morning :

The idea of Tata is dead (ET)

IPO Review: PNB Housing Finance (OneMint)

IPO Review: Varun Beverages (BL)

India’s Bollywood Pratfall (Bloomberg)

Mark Mobius offers stock tip as Diwali gift (RJ)

Ayush Mittal:India’s Best MicroCap Investor (Value2Wealth)

Bank Manager’s language (Subramoney)

Correlations don’t last forever (TRB)

Is your workplace a “Super Chickens” experiment? (RetireBy40)

How to mentally overachieve using Darwin’s tricks (FS)

Categories
Links

Weekend Mega Linkfest: Oct 21, 2016

Some off beat reads for the weekend:

Awesome Video of the Future: The Self-Driving Car (Tesla)

Freddie Mercury-The rockstar from Panchgani (Scroll)

Ramanujan:Encounter with the Infinite (Believer)

A Karnataka Billionaire’s wedding invite (NewsMinute)

A theory of Polytheism (IndiaFacts)

A Tattoo for the King (Atlantic)

What happened on Eastern Airlines Flight 980 (OutsideOnline)

Surviving the fall of Mosul (National Geographic)

Greenland is Melting (New Yorker)

Road Tripping through the African Savannah (TeamBHP)

A startup for Indian dentists (YS)

Has Samsung been fired? (Charles)

Nation is with Arnab Goswami (Anupam Kher)

How Kejriwal is wooing journalists (Gossip Guru)

The Delhi lawyer who filed a 125 Cr IT return (Quint)

Categories
Sellside Research

Morgan Stanley’s Key Investment Themes

Source:Morgan Stanley
theme

Categories
Excerpts

Akash Prakash on Profit Persistence

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Categories
Links

Linkfest: October 21,2016

Some stuff I am reading today morning:

3.2 Million Debit Cards compromised (ET)

These charts explain how GST affects you (BS)

Retail Boom is Back (Outlook)

How a SEBI crackdown led to declaration of 5000 Crores illegal income (Mint)

Standard Chartered moving past India woes (Bloomberg)

Renault is giving Maruti tough competition (OB)

The Maturation of an Investor (MicroCap Club)

Here’s why technical analysis gets a bad rap (II)

Private Equity has an alpha problem (Dealbreaker)

The numbers don’t add up in real estate (Vivek Kaul)