Linkfest: 17 April,2018

Some stuff I am reading today morning:

Kotak beats SBI to become India’s 2nd most valuable bank (Mint)

Why is the monsoon so important (BS)

Sholay,Satyam and Fortis Healthcare (IIAS Advisory)

Interview with Soumya Malani (Morningstar)

Stock Talk: Netflix (Aswath Damodaran)

What’s behind India’s widening trade deficit? (Quint)

How to think about unsustainable returns (Pension Partners)

Some things I’m pretty sure about (Morgan Housel)

On Unit Economics (Sam Altman)

Startup Investing: On Time and Money (A VC)

Linkfest: 16 April, 2018

Some stuff I am reading today morning:

Putin warns of ‘chaos’ (CNBC)

Brace for costliest Akshaya Tritiya ever (ET)

Infosys’ whistle blower is back (BS)

The relentless pursuit of Fortis Hospitals (Mint)

How Govt’s riders are keeping Air India’s bidders away (FE)

I-T probe into Deepak Kochhar’s firm indicates round tripping (Rediff)

Some common misconceptions of momentum strategies (Dual Momentum)

Life is uncertain- plan accordingly (Subramoney)

The new name plates at India’s toniest localities (Forbes)

Tariff wars: China is no Japan (SCMP)

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Pre IPO : HDFC Securities Ltd (AI)

Shout Out: Deepak Kapur on Valuations (AI)

Realty investors find it tough to resell homes (Mint)

The story of Mankind Pharma (ET)

Chalti Ka Naam Gaadi (AI)

The turnaround of Tata Motors (Rediff)

Book Review: Microcap Magic (AI)

The 3-pronged realty strategy of Piramals (Forbes)

Large Bonuses at MFs (BS)

Mega Trend: Indian Equity Brokerage Industry (AI)