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GuestPost

No “Ache Din” for banks yet

The guest post below has been written by Sandeep Dixit of Nestegg Capital. Sandeep has many years of experience in the Indian Capital Markets.He  was closely involved with managing Alliance Bernstein’s India Growth Fund and was the Head of Research for Deutsche Equities.

 

[gview file=”https://alphaideas.in/wp-content/uploads/2015/06/RM-No-Achhe-Din-for-banks.pdf”]

Categories
GuestPost

A Company should be known by the Companies it keeps

The guest post below has been written by Kimi.

Kimi or Krishnaraj Venkataraman is the Managing Partner of Kimi & Partners, an investment firm he founded in 2008. Kimi’s previous work experience includes Tata Steel and P&G India, as well as several business startups in India, including Marketics which was successfully sold to WNS. Kimi has been an investor for more than 20 years and, after reading Warren Buffett, has been investing in undervalued Indian stocks. Kimi lives in Bangalore, India, with his wife and two daughters. Kimi can be reached at krishnaraj.v@kimiandpartners.in.

[gview file=”https://alphaideas.in/wp-content/uploads/2015/06/A-Company-should-be-known-by-the-Companies-it-keeps.pdf”]

 

Categories
Personal

Blog break

Apologies…have been unable to blog for a while due to some unexpected travel. Will resume in a week or so.

Categories
Links

Weekend Mega Linkfest: May 15,2015

Some off beat reads for the weekend:

The killing of Osama Bin Laden (Seymour Hersh)

J Jayalalithaa-The Phoenix (Open)

Marc Andreessen: Tomorrow’s advance man (NewYorker)

On Shoojit Sircar’s Piku (JaiArjun)

My Dad tried to kill me with an alligator (Outside)

Auto Ownership Review: Toyota Etios Diesel (Team BHP)

Gossip: Modi’s 12 Lakh Coat (Gossip Guru)

Mahindra World City: A township that dreams big (Forbes)

Anurag Kashyap-The runaway Director (India Today)

Is the Modi Govt losing the plot? (Media Crooks)

Iran-An unequal revolution fuels anger (Guardian)

Why the best way to see Iceland is by a horse (Smithsonian)

Settling the great India-Pakistan mango debate (Dawn)

The truth about Sovereign Wealth Funds (FP)

Tech startups in India attract big names and money (NYTimes)

Categories
Anecdotes

Just you wait

Source: Sanjay Bakshi