Linkfest: 22 August, 2019

Some stuff I am reading today morning:

CG Power: A financial thriller on Dalal Street (MC)

Mukesh Ambani has a gas problem (BS)

Small Cap investing may not be worth it (Dhirendra Kumar)

The revolt against food delivery apps (Mint)

Alarm bells ringing for India telecom industry (Kush Katakia)

It will take 2 years to come out of economic slump (Bimal Jalan)

Who will be the next Unicorn from India? (OB)

How to identify a consensus (Ritesh Jain)

Why value investing works (Nick Kirrage)

Why Complexity Sells (Morgan Housel)

Linkfest: 21 August, 2019

Some stuff I am reading today morning:

CBI at Chidambaram’s door (Mint)

Income Tax raids on Oberoi, Capacite (ET)

CG Power rocked by suspect transactions (FE)

Company Profile: Vishal Mega Mart (Forbes)

McKinsey sees repeat of Asia debt crisis (BS)

Session by Neelkanth Mishra (CFA Society)

HUF is losing its charm as a tax saving tool (Rediff)

Geriatric Care: Costs (Subramoney)

Forget about “target price” (AM)

The Red Queen of Investing (Nick Maggiulli)

Linkfest: 20 August,2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: Tasty Bites Eatables (Rishi Maheshwari)

Alpha Ideas 20 20 Presentation: Greaves Cotton (Aveek Mitra)

What the new tax code in India may look like (ET)

Is it a good time to buy bank stocks? (BS)

Warren Buffett is buying bank stocks (NYTimes)

Lenders angry with Liberty House (Mint)

The lost art of delayed gratification (Morningstar)

Small Cap Investing (Amit Jeswani)

Who has the most impressive investment track record? (CS)

The long engagement (A VC)

Linkfest: 19 August, 2019

Some stuff I am reading today morning:

Coffee Day may restart stake sale to Coca Cola (ET)

M&M lays off 1500 temporary workers (BS)

Zomato Vs Restaurant Owners (MC)

Stock Talk: Tata Motors (Morningstar)

Road Developers in the dock (Mint)

Vedanta enters the steel industry (FE)

Modi Govt is a socialist like Indira Gandhi’s (Rediff)

How to show trading & FnO income in tax returns (BL)

An Investment thesis for the 20-20s (Louis Vincent Gave)

A guide to investing from the richest family on the planet (BQ)

Linkfest: 16 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: GE Power (Jatin Khemani)

$38 Billion fraud at GE (BBC)

Inner Wear sales reveals a slowdown (ET)

Central Govt looking to discipline discoms (Mint)

Interview with Radhika Gupta (Morningstar)

Customers defer old gold sales (Rediff)

Buffett’s views on media businesses (Dhruv Pandey)

The seduction of above average (Nick Maggiulli)

Bonds are frickin’ expensive (Cliff Asness)

The best metric in investing is… (AM)